March 20, 2024 John Rehbein

What is Actionstep

Legal Practice Management System

Are you looking for a new legal CRM or legal Practice Management System?

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.

Actionstep helps you power your entire firm with tasks, calendaring, workflows, email automation, and powerful backend customizations.

Actionstep features include:

Document Management, Email, Enhanced Billing, Marketing Tracking, Matter Management, Microsoft Office  and Google Integration, Mobile App, Reporting, Time Tracking, Trust Accounting, Webforms, Workflows, Accounting, Add-ons and Integrations, Calendaring, Client Billing, Client Management, Client Portal, Conflict Check, and powerful Data Security.

Integrate with your favorite Applications:

  1. Docusign
  2. Office 365
  3. Gmail
  4. NetDocuments
  5. InfoTrack
  6. Dropbox
  7. Google Drive
  8. Zapier
  9. HotDocs
  10. Joseph
  11. LawToolBox
  12. Quickbooks
  13. BundleDocs
  14. Box
  15. Microsoft Office for Windows
  16. Repsight
  17. Vxt
  19. MiTimes
  20. SpeechWrite
  21. Effortless EasyCodes
  22. BillerAssist
  23. BillerAssist (EasyCodes Edition)
  24. LawTap
  25. HubSpot
  26. DecisionVault
  27. LawGro
  28. Hivelight
  29. WiseTime
  30. Verify 365
  31. Kenect SMS
  32. Briefly
  33. Katchr

Workflow Engines

Workflow is the key to transforming your law practice into an efficient business.

Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan.

Let’s Do It Together

Are you ready to see how Actionstep can benefit your office?

Schedule a free Discovery Meeting with us. We will listen to your goals and frustrations with your current database and show you how Actionstep will resolve your concerns.

Ettinger Tech, What is Actionstep, What is LawMatics, What is Clio, What is MyCase, Legal Technology, Legal Intake, Workflows, Automation, John Rehbein, Beth Ettinger, Schedule Free Discovery Meeting