As a CEO or managing partner, you play a key leadership role at your firm. Your exact responsibilities may vary depending on the size and structure of your firm, but typically, you might find yourself responsible for business operations and strategic planning for your firm while also managing client relationships and mitigating risk.
The following article provides information on how to use Actionstep to complete these tasks.
Getting Started
First, these topics can help familiarize you with Actionstep and help you get your profile set up:
Getting to Know the 'My Profile' Page
Setting Up Personal Email Mailboxes
Using the Quick Search Box to Search for a Matter or Contact
Requesting Help from Actionstep Support
Managing Clients and Other Contacts
Getting to Know the Contact Card
Creating a Custom Contact List View (Admin)
Managing Matters or Actions
Getting to Know the Matter Home Page
Completing Workflow Steps in a Matter
Timekeeping
Choosing the Bill Behavior for Billable Time Entries
Managing Emails
Setting Up Personal Email Mailboxes
Managing Documents
Getting to Know a Matter’s Documents Page
Uploading Documents and Other Files to a Matter
About Working with Microsoft and Google Documents
Generating Documents from Templates
Building Various Firm-Related Reports
Trust / Client Account Reports
Managing To-Do or Task Lists
About Actionstep Workflows (Admin)
Editing Workflow Steps (Admin)
Communicating with Clients
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