Actionstep - everything you need to manage your law firm
Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.
Giving lawyers the headspace to listen, engage and make a difference to clients, everyday.
Actionstep is jam-packed with all the technology you need to run your firm.
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
Customise 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.
Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.
Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.
Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.
Integrates with Microsoft Word
Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.
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
Create and edit tasks
Save Outlook email messages to matters
Bi-directional synchronisation allows your appointments in Outlook to show up instantly in Actionstep, and vice-versa.
Complete Front and Back Office Functionality
Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting. This means you only need one system to run your entire practice.
Integrated Client Accounting
If you hold client funds in your bank accounts then Actionstep’s comprehensive client accounting features help you manage these funds and stay in compliance with the authorities.
Actionstep solution is not included with Advantage365 Subscriptions. Please fill in your details below and we will contact you with a bespoke Actionstep platform quote for your firm.
Processing of personal data
If you provide us with any information which constitutes “personal data” (including any “sensitive personal data”), both you and we will treat such information at all times in accordance with “Data Privacy Laws” (including the General Data Protection Regulation 2016/679). Advantage Business & Legal Services Limited and associated companies may hold and process such information: (i) in order to provide our services to you; (ii) to facilitate the effective management, development or operation of the group companies; and (iii) in any country – including countries outside the European Economic Area, which may not have comparable data protection laws.
Still unsure what you need?
For more information on how we can help your law firm, please call us on 0121 212 6580 or request a free call-back using our contact form to get free initial advice. You can also access a wealth of free business information for lawyers by visiting our digital Resource Centre and view our free Business Factsheets. Alternatively, please email us on firstname.lastname@example.org.