Actionstep Features

Matter and client management

Automate your Practice using Workflow

Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.

Manage your Matters with Ease

Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.

Client Management

Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.

Microsoft Office Integration

Microsoft Office is still the tool of choice for most lawyers when it comes document editing, calendar, and email, and for good reason.

Microsoft Office Plugin

Actionstep has a plugin for Microsoft Office that connects to your Actionstep system - allowing you to access and edit files in Actionstep without leaving your Office software.

• Browse and open documents saved in Actionstep
• Create files in Word and save them to matters in Actionstep
• Create matter file notes
• Record time
• Create and edit tasks
• Save Outlook email messages to matters

Calendar Sync

Bi-directional synchronization allows your appointments in Outlook to show up instantly in Actionstep, and vice-versa.