Using Actionstep and Where to Find Help

Actionstep is a completely customizable legal practice management system combining workflow, integrations, and automation you can use to create extremely streamlined processes for your firm. 

Identifying Your Super Users 

A term often associated with Actionstep is Super User. We recommend that every firm have at least one Super User, who is elected within each firm to assist in keeping the system running and updating it as our processes change. 

Just like you update your phone or add apps when you need change, Actionstep works similarly. Your processes will constantly develop and so must your system. Having at least one person in your firm who can administer your system and work on changes for your users will be essential for the maintenance of your system. 

This help system contains many articles that can assist super users as they learn about and use Actionstep. 

Getting Help Using Actionstep

There are several different ways you can get help while using Actionstep.

Help Menu

This menu will allow you to submit a ticket or access our Help Center and other resources.

A. Read help articles

This link takes you to the home page of the Actionstep Help Center where you can search for the topic you want to learn about. The Help Center has numerous articles to help everyday and super users on their journey. 

B. Contact support

This link opens an Actionstep Support ticket. The Actionstep Support Team is available to answer questions if you can't find what you are looking for in the Help Center. 

C. Watch webinars

This link takes you to the webinars section of our website where you can watch past webinars or sign up for future ones. Actionstep hosts a number of webinars, workshops, and "Ask an Expert" sessions that focus on the latest releases, developments, and best practices. 

D. Explore integrations and add-ons

This link takes you to the integrations and add-ons section of the Actionstep website where you can discover what other helpful tools and integrations may be available to you. 

E. What's new

This link takes you to the Actionstep Product Release Notes, where you can view a list of what's been released (and when). 

F. View status page

This link takes you to the Actionstep status page, which gets updated in the event of system-wide issues such as a server outage. 

Using Other Resources

Customer Success Team

The Actionstep Customer Success team is available to provide assistance to larger firms on how you can automate processes and optimize your system to get the most out of Actionstep. The Customer Success team also hosts various webinars and workshops to assist you in getting the most out of your system.

Actionstep Partners (CCPs)

Actionstep has numerous Certified Consulting Partners (CCPs) in every geographical region in which it operates. If you need specific help or want to explore opportunities to maximize your use of Actionstep, review our list of Actionstep Partners. 

Please note that the Actionstep Partners are a separate entity from Actionstep and they do charge for services they offer.

Actionstep Academy

 Actionstep Academy offers an online learning hub designed to help all members of your organization get the most out of Actionstep. Actionstep Academy consolidates Actionstep’s learning resources into one searchable location. It has a plethora of videos and courses for Actionstep features & concepts. Learn more about Actionstep Academy.