Legal Assistant, Secretary, and Admin Assistant: Getting Started

Modified on Mon, 24 Nov at 5:23 PM

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.

The following article provides information on how to use Actionstep to complete these tasks.

NOTE: 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.

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Getting Started

First, these topics can help familiarize you with Actionstep and help you get your profile set up:

Actionstep Overview

Signing 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

Getting Help While Using Actionstep

Actionstep Academy Overview

Requesting Help from Actionstep Support

Creating Matters

About Matter Types

Creating and Editing a Matter Type

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 Information

Creating Participant Types

Creating a Contact

Getting to Know the Contact Card

Deleting a Contact

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

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

Managing Attorney Calendars

Calendar Overview

Adding and Removing Calendars

Creating an Appointment

Timekeeping

Creating a Time Entry

Viewing Your Timesheet

Editing Time Entries From Your Timesheet

Communicating with Clients

Webforms Overview

Creating a Webform

Reviewing Submitted Webform Data

About Actionstep Capture

About the Client Portal

Messaging Your Clients with the Client Portal

Exchanging Documents with Clients Using the Client Portal

Performing Conflict Checks

Completing a Conflict Check Report

Conflict Check Report

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