Actionstep

What is Actionstep?

Actionstep is a comprehensive, cloud-based legal software that empowers law firms to manage and grow their practice efficiently. Combining client intake, CRM, matter management, document assembly and storage, time and billing, trust and office accounting, and robust reporting, Actionstep provides a unified platform to streamline every aspect of legal operations

Highlights

• Customizable Workflows: Actionstep's workflow-centric design automates repetitive tasks, eliminating administrative burdens and enabling lawyers to focus on serving clients
• Seamless Microsoft 365 Integration: The Actionstep Outlook Add-in allows users to access matter details, documents, tasks, and time tracking directly within the familiar Microsoft 365 environment
• Scalability and Flexibility: Built on a cloud-based architecture, Actionstep offers unlimited scope to scale and evolve as law firms' needs change, without being tied to restrictive fixed-term contracts.