Marketing Managers, Consultants, Analysts, and Researchers: Getting Started

Modified on Tue, 17 Jun at 12:53 PM

Marketing efforts in a firm are supported by a combination of strategic and analytical roles, including:

A marketing manager who typically oversees the overall marketing strategy and execution, ensuring brand consistency and client engagement across channels.
A marketing consultant who is often brought in for specialized expertise or strategic planning, offering high-level guidance on positioning and growth.
A marketing analyst who typically focuses on interpreting data to evaluate the effectiveness of campaigns and guide resource allocation.
A marketing researcher who typically gathers market intelligence and client insights to support informed decision-making and strategic planning.

Together, these roles help the firm attract and retain clients in a competitive legal market.

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

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Getting Started for All Roles

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

Marketing Roles

As a marketing manager, you likely play a key role in growing the firm’s visibility, reputation, and client base—especially in an industry where referrals, relationships, and credibility are everything. Here are some articles showing how Actionstep can help you:

Actionstep Capture (folder)

Webforms (folder)

Marketing Activities and Campaigns (folder)

Consultant Roles

Consultants often wear many hats, depending on their area of expertise—whether it’s strategy, operations, technology, marketing, finance, or HR. As a consultant, your job is most likely to solve specific problems, improve efficiency, or support growth when the firm doesn’t have full-time internal capacity or knowledge. These help topics might be of interest to you:

Analyst Roles

As an analyst, your role likely centers around turning data into insights that help your firm make smarter decisions—whether it's about finances, operations, marketing, or legal outcomes. Your exact role can vary depending on the departments you support, but here are some topics that may interest you:

Conflict checks

Completing a Conflict Check Report

Conflict Check Report

Building Various Firm-Related Reports

Trust / Client Account Reports

Workflow management

Actionstep Workflows Overview

Configuring Your Workflow (Admin)

Creating Steps for Your Workflow (Admin)

AML

Anti-Money Laundering (AML) (folder)

Users & Permissions

Users & Permissions (folder)

Researcher Roles

Researchers support attorneys by digging up the information they need to build strong cases, stay informed, and serve clients effectively. Your exact role can vary depending on the departments you support, but here are some topics that may interest you: