Actionstep Overview

Modified on Mon, 29 Apr 2024 at 01:20 PM

Actionstep is a comprehensive cloud-based practice management software tailored for legal professionals. It offers multiple services to help you streamline and enhance your law firm operations. It provides tools for case management, document management, time tracking, billing, and accounting—all within a single platform. With customizable workflows and automation capabilities, Actionstep can help you optimize processes, improve efficiency, and deliver better client service.


Additionally, it offers integration with various third-party applications, ensuring seamless collaboration and connectivity across many of the tools and systems you use. Overall, Actionstep empowers you as a law firm to manage your practices more effectively—from client intake to invoicing—which enables you to focus more on delivering legal expertise and less on administrative tasks.

 


This Actionstep Help Center provides in-depth explanations and videos on all of the tools you need to optimize your Actionstep system. You can find articles on:

  • Managing your contacts
  • Setting up and managing your matters
  • Using tasks to track your workload
  • Tracking your time
  • Managing your emails
  • Performing your billing and accounting tasks


... just to name a few. 


View our Knowledge Base to get access to the complete list of articles.


You can also review a list of Actionstep's new features and enhancements by viewing our release notes.


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