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

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.

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

Getting to Know the List View Feature

Using Actionstep and Where to Find Help

Actionstep Academy Overview

Requesting Help from Actionstep Support

Setting Up Participant Types

Participant Types Overview 

Creating Participant Types 

Editing and Deleting Participant Types 

Participant Custom Data Overview 

Adding Custom Data Fields to a Participant Type (Admin)  

Setting up Matter Types

Matter Types Overview 

Creating and Editing a Matter Type (Admin) 

Setting Up Related Matter Types (Admin) 

Switching Matter Types (Admin) 

Setting Up Workflows 

Actionstep Workflows Overview 

Configuring Your Workflow (Admin) 

Creating Steps for Your Workflow (Admin) 

Understanding the 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 

Creating a Rate Label (Admin) 

Editing a Rate Label (Admin) 

Deleting a Rate Label (Admin) 

Configuring Your Billing Settings (Admin) 

Managing Documents

About Working with Microsoft and Google Documents 

Installing the Microsoft Office Plug-in 

Using the Microsoft Office 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

About Actionstep Subscriptions 

Upgrading Your Actionstep Subscription 

Subscription Billing Portal 

Understanding 'Administrator with Authority' Subscriptions 

Managing Users and Their Permissions

Adding and Removing System Users (Admin) 

Reassigning System Users (Admin) 

Creating a System Role in Actionstep 

Configuring System Roles and Data Permissions 

A Closer Look at Data Permissions (System Objects) 

Configuring Menu Permissions (Admin) 

Setting Report Permissions (Admin) 

Creating Data Lists in Actionstep

Using Custom List Views 

Creating a Custom Matter List View (Admin) 

Creating a Custom Contact List View (Admin) 

Time Entry List View or Custom Time Entry Report 

Disbursement List Views  

Managing Client Communications

Client Portal (folder) 

Capture (Coming soon to beta) 

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