Actionstep Practice Management
Actionstep Practice Management is a comprehensive cloud-based software designed to streamline law firm operations by integrating case management, document management, time tracking, billing, and accounting into a single platform. It offers customizable workflows and automation capabilities to optimize processes, improve efficiency, and enhance client service. The software also integrates with various third-party applications, ensuring seamless collaboration and connectivity across tools and systems. Actionstep empowers law firms to manage their practices more effectively, from client intake to invoicing, allowing them to focus more on delivering legal expertise and less on administrative tasks.
Features
- Workflow Automation
- Matter Management
- Document Management
- Document Automation
- Calendaring
- Email Management
- Template Management
- Mobile App
- Client Management
- Client Portal
- Client Communications
- Knowledge Center
- Accounting
- Billing
- Time Tracking
- Payment Processing
- Invoice Management
- Financial Reporting
- Trust Accounting / Client Accounting
- Marketing and Business Development
- Webforms
- CRM
- Client Intake
- Compliance
- Data Management
- Reporting
- Security
- Workflows and Process Management
- Conflict Check
- Project Management
Product Details
- Pricing
- Subscription
- Deployment
- Cloud
- Location
- 🇳🇿 Auckland, New Zealand
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