What's new in Actionstep?

Actionstep aims to eliminate law firm administrivia and simplify how you work, so you always have the headspace and time to serve your clients well. We hope you'll find the updates below useful in achieving those goals. 

The updates below include new features, enhancements to existing features, and any significant issue resolutions.

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November 2019

Instant support chat

We have introduced a new way for you to reach out to us. Use the green button in the bottom right of Actionstep to chat with a member of our support team from anywhere in Actionstep. Take a second to say hello and get the answer to your burning questions.

 

Banking screen update

A feature we have had under preview for a while now is standard for all users. The Banking screen gives a graphical representation of your bank accounts and allows you new ways to navigate to items related to banking. See Banking for more details.

 

October 2019

New reports view available for all

We have revamped how you search for and open reports. Now available to all, this has been a popular option previously accessible through our feature flag option and some of you might have been using this already.

The new screen is displayed whenever you go to access a report from the Reports menu. It will break the reports down into categories and allow you to easily favourite certain reports, filter by report type or easily search reports for the one you are after.

 

Document Versioning

We have allowed users to be able to create and access old versions of the documents saved to matters. See Document Versioning for all the details.

Added sort order numbers to listed items in the Matter Types screen

You can now hover over any item such as the steps on a workflow or the matter data fields to see the sort order of those items. Available on the Matter Type screens, under Admin, the feature makes it faster for you to identify how items are sorted so you can re-order them easily.

Miscellaneous improvements

• New options for consolidated bills and divisions from the daily data extract custom reporting tool to give further reporting options.
• Added a delete button to customized bill templates to remove any you no longer require.
• Updated Credit Notes to allow for any rounding issues with sales tax on partially paid invoices.

September 2019

New Admin screen

We introduced a new Admin screen for all users to simplify how an admin user can configure and customize their Actionstep. This was a major overhaul to make the admin section a much easier to use and understand place. 

 

Improved ways to build Matter Types

Along with the new Admin screen, we have rebuilt how you configure your Matter Types within Actionstep. With a new layout, clearer interactions and useful information as you make your changes.

 

Refunds

Available for all users with Actionstep Accounting, you can create a refund for any overpayment or outstanding credit note that your client has given you. Client Refunds.

 

QuickBooks Online Integration for All

Users are now able to link any system that was using Actionstep Accounting with their QuickBooks Online subscription. The QuickBooks Integration was available to new users, now it is available to all existing users on Actionstep Accounting.

 

Annual Subscriptions

Every user can now sign up to Actionstep on a monthly or annual basis. Annual Subscription FAQ

 

Default Additional Notes

You can now customize a message that will appear in all your invoices, with a quick update of a new field. Users will find this under the Invoice Defaults on the Billing Settings.

 

Miscellaneous improvements

• Access to a list view of the tasks that are created in a step change to allow admin users to be able to see more details about all their tasks at once.
• You can now collaborate and edit any Office document online through your Office 365 account.  We have moved this off an option opt-in feature flag and made it available to all. Opening a Document In Microsoft Office Online.

 

August 2019

 

Customizable Monthly Insight Emails Using Heads Up Rules

Heads Up Rules have been one of the best-kept secrets in Actionstep for years now. With this release, they are now able to be set on a monthly basis unlocking the ability to be used for monthly reporting on your business. By creating a custom list view, filtering it to the information required, then setting up a Heads Up rule on just about any detail you want from your system. Read up on how to create Heads Up rules here.

The Matter Balances report

Our newest billing report, the Matter Balances report is designed to let you know how your business was looking at any given point in time, broken don by each matter. The report will show you the amounts owing and the WIP for each matter at the nominated date and will break down how those amounts are made up. And to give full context, we will display trust and retainer balances for each matter at that date as well. You will find the Matter Balances report under Reports > Billing Reports.

Product Tours

We have introduced a new integration which will allow us to give users tours of the product. You will see these popping up in various places in the system, especially with new features to help you understand how to use the Actionstep function.

Update to the Time and Fee Entry Report

The TIme and Fee Entry report helps you understand what users are spending their time on. This report was designed to help track the billable time or fees you record and gain insight into them. The change we have introduced it to include non-billable time in the report so you can get a fuller picture of what users are recording time doing. 

Displaying deceased contacts clearer

You can now see on a contact record clearly if the contact has been marked as deceased.

Miscellaneous improvements

• A new option to add to your invoice templates to show the name of the rate for time records that you record. 
• Displaying a draft bills invoice number on the PDF of that bill.
• Added more billing options to our Express and Practice Pro products.

July 2019

A 'Billing and Trust Accounting Only' option for Express and Practice Pro

For any new Express or Practice Pro system. You can still integrate with market-leading accounting software QuickBooks Online or Xero but you can now choose to not use an accounting integration. This frees up the user to use billing and trust accounting without being locked into an accounting package.

Using Actionstep's built-in General Ledger accounting is still available on our Enterprise plan. 

New options for drop-down menus 

We have changed the way that the single select dropdowns can be configured so you can now enforce users to select a value when required with the bonus of letting you customise the call-to-action prompt on the dropdown.

Criminal & Family Law for Express users (NZ and AUS only)

New Actionstep Express customers in Australia will have Family Law workflows standard when they sign up. Customized to suit the needs of any Family Lawyer including document templates.

New Actionstep Express customers in New Zealand will have purpose-built workflows for Criminal Defence work built into the system with customized processes, tasks, views documents, fields and matter types. 

Lots of performance improvements

Dozens of little changes have been made to make Actionstep more stable and faster for all users. Especially in labor-intensive tasks. 

New information available through The Custom External Reporting Tool

The custom external reporting tool gives users the option to be able to run BI tools on your Actionstep data to build your own business-specific custom reports. The data available through the tool now includes: related matters, the bill behaviour of time records, draft invoices and system users.

 

June 2019

New time reporting functionality

We have added a new option to our custom ‘Time Entry List View’ so that you can now list the time and date that a time entry was created. When this data is compared to the user-entered time and date, it provides insight into instances where staff are backdating time.  

 

Miscellaneous improvements 

• We fixed an issue where deleted payments were displaying on the payments portion of bills  
• Jersey, Guernsey and Isle of Man have been added to the countries in drop-down lists 
• For our Express and Practice Pro users, we fixed an issue where connecting to Xero would cause the company contact name to change.  

May 2019

Office 365 document editing 

Actionstep's new online Office integration allows users to access Word, Excel, and Powerpoint files stored in Actionstep within the browser. This is for users of Office 365. 

For more information on this integration Read more here. 

 

 

April 2019

Making Tax Digital - File your VAT returns from within Actionstep

For our UK customers, Actionstep is now integrated with the HMRC so you can now file your VAT returns digitally via the Actionstep accounting module. Read more here.

This feature is available on feature preview.

QuickBooks Online integration 

Users can control their trust accounting and billing within Actionstep and push through all accounting information associated with those transactions in real-time to QuickBooks.  

The QuickBooks Online integration is available through our Actionstep Express and Practice Pro plans for new users and we are currently working on making this integration available for our enterprise customers. 

 

 

March 2019

Actionstep Express & Pro Simplified Admin menu 

Actionstep Express & Pro brings a new simplified Admin menu to the user experience. Gone is the cumbersome admin menu, replaced with an easy to use and navigate screen. We have re-organised the admin options to logical groups and improved the in-system help to ensure that you know what you are doing when looking at the settings in front of you. We are currently working on making this integration available for our enterprise customers so watch this space!

February 2019

Time Entry List Views 

Actionstep’s time entries list views allow our users to build clear and helpful reporting around time entered in their system. Whether you’re building reports to export or managing your time our new time entry list views have what you need. 

January 2019

Platform upgrade

Our EA platform upgrade was an all-around overhaul of Actionstep. This included changes to our interface, handy new tools, and increased navigation speed, just to name a few. Updates like this keep Actionstep looking good and running well. 

For more information on the EA upgrade click here. 

 

2018

 

November 2018

Foreign Exchange Billing 

Improved foreign exchange allows you to process payments and track accounts in multiple currencies. Actionstep will use preset conversion rates to calculate the financial reporting using your "base currency." We also have a number of reports designed to update you on how much gain or loss is realized once your currencies have been converted. 

For more information on FX billing click here. 

October 2018

E-billing/LEDES Billing

Our improved LEDES (Legal Electronic Data Exchange Standard) allows firms to bill use LEDES formatting and coding to facilitate the electronic data invoicing of their clients. 

For more information on E-billing click here. 

September 2018

Consolidated Billing 

Consolidated billing allows users to combine fee and expense entries from multiple Actionstep matters into a single bill. This allows firms to track multiple cases or matters for a single customer without having to issue multiple invoices. 

August 2018

Phone Call Tracker

Actionstep users can now track phone calls in the communications menu of their matters.

New Gmail Plugin 

 Gmail users can associate emails directly from their Gmail webmail portal. They can also launch Actionstep directly from Gmail to do things like add file notes, associate participants, and edit tasks. 

July 2018

Law Toolbox Integration

Actionstep’s integration with LawToolBox allows users to access LawToolbox’s database of court deadlines and import those deadlines into their matters and calendars. Never miss a deadline with this powerful integration. 

June 2018

Time Matters Converter

Actionstep’s optimized Time Matters convertor allows users to bring in years of time matters cases and contacts in a few easy steps. Where once it was incredibly difficult to move your data out of Time Matters, Actionstep makes it easy. 

May 2018

Matter Converter

The new Actionstep matter converter allows users to convert an existing matter from one matter type to another. This allows users to take matters through multiple matter types and optimize their workflow and reporting capabilities.

For more information on the matter converter click here. 

April 2018

Banking Upgrade

Our new banking upgrade allows users to see a full transaction list for each bank account as well as a graphical representation of their bank account balances. 

March 2018

External Custom Reporting

Actionstep's improved custom reporting feature allows firms to export certain key data points into an SQL format. This file refreshes every 24 hours, allowing for up-to-date external reporting on the data that's most important to you. 

For more information on external custom reporting click here. 

February 2018

New and Improved Mobile App 

The new Actionstep mobile app allows users to track time, search matters, and enter file notes, and access appointments. Access the functionality you need on the go to populate your Actionstep database.