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About Actionstep Workflows (Admin)

Actionstep Practice Management allows you to take your work process and build it into your matters. Specifically, you identify the individual steps or milestones you must accomplish as you complete a matter. You can then organize those steps in the order you want and have those steps trigger workflow-specific automation.

With tailored workflows, you can automate your matter progression, client management, administrative processes, and more. With each step, you can collect information, assign tasks, and make sure everything is checked off before moving to the next step.

In short, workflows are the key to transforming your law practice into an efficient business.

 

Understanding the Workflow Setup

To access the workflow setup, go to Admin > Matter types, click Settings for the matter type you want to configure, and in the Workflow section, click Manage. The Workflow page appears.

The Workflow setup page is organized like this:

A. Workflow diagram is where you define the order your steps will appear in your matter. Users must complete these steps in the sequence you design.

B. Add step to workflow tree lets you add an additional step to the workflow tree. If you need to add a new step, create it first using the 'Create new step' option.

C. Steps lists all of the steps available for the matter type. You can click Create new step to add an additional step. To add it to the Workflow diagram, click Add step to workflow tree.

For help setting up the workflow, see these articles:

 

Viewing the Workflow Ribbon in a Matter

Once you have created and saved your workflow, you will see a workflow ribbon for each matter you create for that matter type. This ribbon appears at the top of the matter so you can see which step you are on as you work through the matter. Items on this workflow ribbon may have requirements you must complete in order to move to the next step. Additionally, some steps may trigger other events, like sending emails.

TIP:  Before building your workflow, you might consider what you want to achieve. Many users like to map out the process separately first and then build the workflow into Actionstep.

 

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