Actionstep

About Actionstep

Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate their workflow.Key functionalities include customer relationship management that helps to keep track of new as well as existing clients. A client-facing portal allows customers to log in to an online portal from where they can view their case related information, make payments, track deadlines and more. Users can also add customized file notes, schedule appointments, set tasks, generate documents and send emails from their dedicated portals.Actionstep also allows users to manage their accounting functions. Users can generate invoices for both fixed fee cases as well as time/appointment based cases. Actionstep is browser agnostic and can be accessed using a web-browser on Mac and PC desktops as well as mobile devices. The solution also supports integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.