Paralegal and Legal Executive: Getting Started

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:

Actionstep Overview

Logging in to Actionstep

Actionstep Terminology

Actionstep Home Page Overview

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 the Advanced Search

Using Custom List Views

Using Actionstep and Where to Find Help

Actionstep Academy Overview

Requesting Help from Actionstep Support

Creating Matters    

Matter Types Overview

Matters Overview

Creating and Editing a Matter Type (Admin)

Creating a Matter

Editing a Matter

Deleting a Matter

Closing a Matter

Getting to Know the Matter Home Page

Understanding the Workflow Steps in a Matter

Managing Client and Contact Information

Creating Participant Types

Adding a Contact

Getting to Know the Contact Card 

Deleting a Contact

Creating a Custom Contact List View

Communicating with Clients     

Webforms Overview

Creating a Webform

Reviewing Submitted Webform Data

About Actionstep Capture (coming soon to beta)

Client Portal Overview

Messaging Your Clients with the Client Portal

Exchanging Documents with Clients  Using the Secure Portal

Setting Up and Managing Matter Type Workflows    

Actionstep Workflows Overview

Creating Steps for Your Workflow (Admin)

Configuring Your Workflow

Managing Tasks    

Actionstep Tasks Overview

Adding a Task

Viewing 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

Document Templates Overview

Generating Documents from Templates

Managing Emails    

Setting Up Personal Email Mailboxes

Setting Up the Outlook Add-in

Sending an Email Using the Outlook Add-In

Performing Key Tasks in Actionstep Using the Outlook Add-In

Using the Gmail Add-on

Performing Conflict Checks    

Completing a Conflict Check Report

Conflict Check Report

Reporting on Matters

General Reporting (folder) 

Matter Reports (folder)