Tech leadership in a firm is essential as firms modernize operations and manage cloud-based solutions and platforms. These roles are typically responsible for aligning tech initiatives with the firm’s initiatives as well as managing cybersecurity and compliance. They are usually responsible for overseeing infrastructure and integrations (like Microsoft Office, NetDocuments, or Xero, just to name a few). They may also be responsible for supervising Actionstep and subscriptions.
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
Using Actionstep and Where to Find Help
Requesting Help from Actionstep Support
Admin Overview / Getting Started
About the Actionstep Admin Page
Finding Your Organization Key (or Org Key)
Requesting Help from Actionstep Support
Requesting Backups of Your Actionstep Data
About Actionstep’s Beta Testing Program
Managing Security
Understanding Security in Actionstep
Anti-Money Laundering (or AML) (folder)
Setting Up Multi-Factor Authentication (MFA)
Managing Your Actionstep Subscription
About Actionstep Subscriptions
Managing Your Actionstep Subscription (folder)
About the Actionstep Billing Portal
Setting Firm-wide Actionstep Settings
Adjusting System-wide Preferences (folder)
Adding Users and Setting Their Permissions
Users & Permissions (folder)
Setting Up Multi-Factor Authentication (MFA)
Managing Emails
About Using Email in Actionstep
Setting Up a System Email Mailbox
Understanding the Microsoft Add-ins and Plug-in
Managing Documents
Understanding the Microsoft Add-ins and Plug-in
About Working with Microsoft and Google Documents
Implementing Builder or Capture
Understanding How Actionstep Data is Used in Builder
About Actionstep Capture (coming soon to beta)
Reporting on the Different Aspects of the Firm
General Reporting (folder)
Matter Reports (folder)
Accounting Reports (folder)
Billing Reports (folder)
Trust / Client Account Reports (folder)
Third-Party Solutions and Other Tech
Integrations (high-level folder)
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