We are constantly updating, upgrading and adding new features to our platform. See below what our wonderful product team have been up to lately.
If you are looking for a list of resolved support issues please see our release notes page
New Features in 2019
Office 365 Document Editing
Actionstep's new online Office Integration allows users to access Word, Excel, and Powerpoint files stored in Actionstep from Office's cloud-based versions of the Office Suite. This functionality is designed to make editing and collaborating on Actionstep documents even easier.
For more information on this integration Read more here.
Making Tax Digital - File your VAT returns from within Actionstep
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
The world’s leading accounting provider now integrates with Actionstep through QuickBooks Online. Integrating with Actionstep is a simple one-click process. Once setup users can control their trust accounting and billing within Actionstep with the confidence that all the accounting information associated with those transactions is sent in real-time to QuickBooks.
Actionstep’s QuickBooks Online integration will initially be 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 so watch this space!
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!
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.
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.
New Features in 2018
Matter Balances Report
A report made with our UK customers in mind, the matter balance report is a great example of Actionstep's commitment to regional compliance in our trust module and overall product. This report gives a breakdown of balances in a firm's client account including all data a UK firm would need to remain compliant.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.