Actionstep
This law practice management software offers a modern, adaptable platform designed specifically for midsize law firms. With intuitive automation and AI integration, it enhances productivity by streamlining time capture, client intake, and administration. Its powerful tools enable firms to manage profitability effectively, improve client experiences, and nurture business relationships seamlessly.
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Actionstep Review and Overview
Actionstep is a cloud-based legal practice management system. Law firms of all sizes, small or big can manage everything from accounting and billing to email and document management with Actionstep and its feature-rich plans. It was first started as a general solution office software but then switched to focus completely on law firms. It has been around for more than 14 years and growing with four global offices.
Express, PracticePro & Enterprise
Of the plans provided by Actionstep, Express is for small or single practice firms. It comes in the form of a ready kit that provides easy management and integration. The complete tested automation of workflow allows efficient work. Billing can also be automated, and calendars can be synced to have everything on the go.
With over 50 pre-designed report templates and a built-in CRM, all lawyers have to do is to focus on the client. It also provides military-grade security and control over all your data.
PracticePro is more for mid-sized firms with bigger automation needs.
This is customizable to fit the needs and workflow of the firm. The self-service client portal is provided with security and encryption to allow a greater user experience. A mobile dashboard for your employees offers them control over work management.
Enterprise is for bigger than usual firms with heavy needs. This includes all of PracticePro features plus the integrated general ledger accounting, advanced workflows and third-party integration.
Microsoft Office Plugin
Unique to Actionstep is the Microsoft Office plug-in provided for lawyers to have seamless document editing. Additionally, it can also be integrated with Outlook and have a bi-directional calendar and email sync.
Who should use Actionstep?
If you are struggling in your law firm with the age-old servers, whatever the size and wish to make your practice modern and efficient, look no further. Actionstep provides plentiful ready to go solutions and is ideal for handling cases, invoices, bills and documents and can be set up in a short time.
Top Actionstep Features
- Intuitive automation tools
- AI-driven time capture
- Centralized client records
- Workflow automation capabilities
- Customizable task management
- Comprehensive accounting suite
- Tailored business intelligence reports
- Integrated third-party application support
- Efficient document generation
- Flexible cloud-based platform
- Scalable practice management solution
- Enhanced client engagement tools
- Robust project management features
- Streamlined invoicing processes
- User-friendly interface
- Secure data management
- Real-time performance tracking
- Efficient case progression visibility
- Adaptable legal process workflows
- Continuous improvement insights.
