Paralegals typically perform substantive legal work under the supervision of an attorney—at least work that can legally be delegated to a non-lawyer. This might include preparing cases, performing legal research, drafting legal documents, working with clients, and managing the case.
Legal executives perform a lot of these same functions but frequently specialize in a particular area of law.
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
Creating Matters
Creating and Editing a Matter Type
Getting to Know the Matter Home Page
Completing Workflow Steps in a Matter
Managing Client and Contact Information
Getting to Know the Contact Card
Creating a Custom Contact List View
Communicating with Clients
Reviewing Submitted Webform Data
Messaging Your Clients Using the Client Portal
Exchanging Documents with Clients Using the Client Portal
Setting Up and Managing Matter Type Workflows
Creating Steps for Your Workflow
Managing Tasks
Managing Documents
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
Managing Emails
Setting Up Personal Email Mailboxes
Sending an Email Using the Outlook Add-In
Performing Key Tasks in Actionstep Using the Outlook Add-In
Performing Conflict Checks
Completing a Conflict Check Report
Reporting on Matters
General Reporting (folder)
Matter Reports (folder)
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