Actionstep
Actionstep is a global software company that provides a comprehensive, cloud-based law firm management platform tailored for midsize law firms. Founded in New Zealand in 2004, Actionstep offers a suite of integrated tools designed to streamline and enhance various aspects of legal practice, including matter management, workflow automation, document management, time tracking, billing, and legal accounting. The platform's adaptability allows firms to customize workflows and processes to align with their unique practices and goals, ensuring efficient operations and improved client service. Actionstep's mission is to help law firms turn their practices into top-performing businesses through operational control, client-centric service delivery, and transparent financial management.
Features
- Matter Management: Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
- Workflow Automation: Automate every step of your firm’s processes, from client intake to case resolution.
- Document Management: Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
- Document Automation: Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
- Time Tracking: Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss billable work.
- Billing: Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
- Trust Accounting / Client Accounting: Carefully manage client funds and stay in compliance with our cloud-based trust/client accounting software.
- Client Portal: Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
- Client Communications: Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
- Client Management: Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
- Mobile App: Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
- Email Management: Automate and streamline how you send and store email communications at your law firm.
- Template Management: Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
- Calendaring: Manage your firm's calendar efficiently to keep track of important dates and deadlines.
- Financial Reporting: Gain insights into your firm's financial performance with comprehensive reporting tools.
- Invoice Management: Manage and track invoices effectively to ensure timely payments.
- Payment Processing: Process payments securely and efficiently through integrated payment solutions.
- Conflict Check: Actionstep helps you avoid conflicts of interest with the click of a button.
- Project Management: Streamline task management, deadline tracking, and document organization with one platform.
- Data Management: Ensure data integrity and compliance with robust data management features.
- Reporting: Make data-driven business decisions and oversee every aspect of your firm’s performance and operations.
- Workflows & Process Automation: Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
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