Actionstep Workflow Automation
Actionstep is a cloud-based legal practice management platform designed to help midsize law firms streamline their operations and improve efficiency. It offers a comprehensive suite of tools, including matter management, workflow automation, document management, time tracking, billing, and legal accounting, all integrated into a single system. The platform's adaptability allows firms to customize workflows and processes to align with their unique practices and goals.
Features
- Matter Management: Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
- Client Management: Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
- Workflows and Process Management: Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
- Time Tracking: Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on 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.
- Reporting: Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
- Marketing and Business Development: Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
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