Practice / Firm / Office Managers and Compliance Officers: Getting Started

Modified on Mon, 1 Dec at 3:27 PM

A practice/firm/office manager is typically the glue that holds operations together. You don’t typically practice law yourself, but you ensure that the attorneys can focus on client work by managing the business and administrative side of the firm.

As a compliance manager, you ensure the firm operates within the legal, ethical, and regulatory frameworks relevant to its practice.

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

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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

Getting to Know the List View Feature

Getting Help Using Actionstep

Actionstep Academy Overview

Requesting Help from Actionstep Support

Setting Up Participant Types

About Participant Types

Creating Participant Types

Editing and Deleting Participant Types

Participant Custom Data Overview

Adding Custom Data Fields to a Participant Type

Setting up Matter Types

About Matter Types

Creating and Editing a Matter Type

Setting Up Related Matter Types

Switching Matter Types

Setting Up Workflows

About Actionstep Workflows

Configuring Your Workflow

Creating Steps for Your Workflow

Completing Workflow Steps in a Matter

Setting Up Timekeeping

Setting Up Timekeeping in System Preferences (Admin)

Creating a Time Entry

Viewing Your Timesheet

Editing Time Entries From Your Timesheet

Choosing the Bill Behavior for Billable Time Entries

Setting Up Rate Labels

About Rate Labels and Amounts

Creating a Rate Label

Editing a Rate Label

Deleting a Rate Label

Configuring Your Billing Settings

Managing Documents

About Working with Microsoft and Google Documents

Installing the Microsoft Office Plug-in

Using the Microsoft 365 Plug-in to Edit Word, Excel, PowerPoint Files

Using Microsoft OneDrive with Actionstep

Checking Microsoft and Google Documents In and Out

Opening Documents Using Google Docs

Templates & Document Assembly

Merge Fields Overview

Understanding Merge Field Options

Viewing the List of Actionstep Merge Fields

Using Merge Field Repeat Blocks

Using Merge Fields to Insert Pronouns

Using Conditional Merge Field Statements

Generating Documents from Templates

Actionstep Builder (folder)

Billing Management

About Actionstep Billing

Billing (folder)

Managing Your Actionstep Subscription

Actionstep Subscriptions FAQ

Reviewing Your Actionstep Subscription

Managing Users and Their Permissions

NOTE: These tasks can only be completed by admin users with authority. See Understanding 'Administrator with Authority' Subscriptions for more information.

Adding and Removing System Users

Reassigning System Users

Creating a System Role in Actionstep

Configuring System Roles and Data Permissions

A Closer Look at Data Permissions (System Objects)

Configuring Menu Permissions

Setting Report Permissions

Creating Data Lists in Actionstep

About List Views in Actionstep

Creating a Custom Matter List View

Creating a Custom Contact List View

Creating a Custom Time Entry List View

Creating a Custom Disbursement List View

Managing Client Communications

Client Portal (folder)

Actionstep Capture (folder)

Webforms (folder)

Reporting on Matters

General Reporting (folder)

Matter Reports (folder)

Managing Compliance

Trust Regulations (folder)

Setting Up Multi-Factor Authentication (MFA)

Anti-Money Laundering (AML) (folder)

Completing a Conflict Check Report

Requesting Backups of Your Actionstep Data

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