The associate, lawyer, attorney, and solicitor roles typically represent the core legal delivery team in a law firm. Specific jobs for each role might change based on your geography, but generally speaking, these roles are responsible for legal research and advice, drafting legal documents, representing clients, and managing clients and matters. Senior-level roles may also assist with business development.
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
Managing Clients and Other Contacts
Getting to Know the Contact Card
Creating a Custom Contact List View
Managing Matters / Actions
Getting to Know the Matter Home Page
Understanding the Workflow Steps in a Matter
Timekeeping
Choosing the Bill Behavior for Billable Time Entries
Managing Emails and Documents
Setting Up Personal Email Mailboxes
Working with the Outlook Add-In Toolbar
Getting to Know a Matter’s Documents Page
Working with the Matter View 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
General Reporting (folder)
Matter Reports (folder)
Accounting Reports (folder)
Billing Reports (folder)
Trust / Client Account Reports (folder)
Managing To-Do or Task Lists
Understanding the Workflow Steps in a Matter
Editing Workflow Steps (Admin)
Communicating with Clients
About Actionstep Capture (folder, beta coming soon)
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