Actionstep Workflows Overview

In this article:

• Accessing the Workflow Setup Page for a Matter Type
• Understanding the Workflow Setup
• Viewing the Workflow Ribbon in a Matter

Actionstep allows you to take your work process and build it into your system. Specifically, you identify the individual steps in the process, organize those steps in the order you want, and then 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. 

Accessing the Workflow Setup Page for a Matter Type

The Workflow setup page lets an admin customize the workflow for individual matter types.

To access the workflow setup:

1. In Actionstep, go to Admin > Matter Types. The Matter Types page appears.
2. Click Settings for the matter type you want to configure.
3. In the Workflow section, click Manage. The Workflow page appears.
4. Familiarize yourself with the page (see Understanding the Workflow Setup) or configure your workflow or set up your workflow steps.

Understanding the Workflow Setup

The Workflow setup page is divided into two parts: the Workflow diagram (where you define the order your steps will appear in your matter) and the Steps list (which lists all the steps on the matter type and gives the option to create new steps).       

For help setting up the workflow, see the following articles:

• Configuring your Workflow
• Creating Steps on your Workflow

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. This ribbon appears at the top of the matter so you can see which step you are on as you work through the matter.

Related Articles:

• Configuring your Workflow
• Creating Steps for Your Workflow
• Editing Workflow Steps (Admin)