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:
- Docusign
- Office 365
- Gmail
- NetDocuments
- InfoTrack
- Dropbox
- Google Drive
- Zapier
- HotDocs
- Joseph
- LawToolBox
- Quickbooks
- BundleDocs
- Box
- Microsoft Office for Windows
- Repsight
- Vxt
- Smith.ai
- MiTimes
- SpeechWrite
- Effortless EasyCodes
- BillerAssist
- BillerAssist (EasyCodes Edition)
- LawTap
- HubSpot
- DecisionVault
- LawGro
- Hivelight
- WiseTime
- Verify 365
- Kenect SMS
- Briefly
- 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.