As a legal assistant or secretary, you provide support to your attorneys by managing administrative, procedural tasks. This allows your lawyers to focus on legal strategy and representing clients.
In some cases, your role may cross paths with your paralegals; however, paralegals tend to focus on legal-specific work, often working on legal matters under the supervision of an attorney. For a list of topics related to paralegal work, see Paralegal and Legal Executive: Getting Started.
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
Creating Matters
Creating and Editing a Matter Type (Admin)
Getting to Know the Matter Home Page
Understanding the Workflow Steps in a Matter
Managing Client Information
Getting to Know the Contact Card
Creating a Custom Contact List View
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
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
Managing Attorney Calendars
Timekeeping
Editing Time Entries From Your Timesheet
Communicating with clients
Reviewing Submitted Webform Data
About Actionstep Capture (coming soon to beta)
Messaging Your Clients with the Client Portal
Exchanging Documents with Clients Using the Secure Portal
Performing Conflict Checks
Completing a Conflict Check Report
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