Say Hello to Actionstep.
An All-in One Legal Software Solution.
All the basics are covered, you can track appointments and tasks, messages, emails & chats and manage case documents, billing, payments & accounting. But there’s more: Strong workflows, cloud based, web forms and portals. Get and exchange information with clients, a complete matter management system. Did we mention a strong workflow engine?
Everything you need to know about each matter: contacts and their roles in the matter, events, phone calls, emails, messages, time and expense entries, trust account, documents and workflow progress and more. 
Actionstep is one of the few practice management programs that includes a full accounting module. Easily generate bills, send invoices to income fees in the general ledger, create payments for client matters and assign expenses to that matter, generate financial reports and much more. For those operating in multiple countries there is support for multi-currency! 
Actionstep has one of the most sophisticated workflow engines, that allows you to use Actionstep’s features to the fullest. Create a step by step workflow to automate the progression of matters efficiently, reduce errors and in a timely manner. 
Actionstep’s powerful contacts and matter index pages allow users to create and save how lists are displayed according to preset filters. You may want to know which clients have work in progress, or all the clients that are at a specific step in a process. Not a problem, select the right entry in the “View” menu and select your choice. It’s like having live reports on demand! 
Actionstep has an easy to use webform builder. Create a custom client-facing form in ActionStep and easily post it to your web site with a code generated in ActionStep! Information received from the webform can be quickly converted into a matter eliminating the need to manually reenter that information. Actionstep will automatically notify designated staff via e-mail and the Actionstep notification bar.
Quickly analyze the health of your firm with reports. Actionstep has about 100 reports grouped by Matters, Billing, Accounting and Trust. Most reports have filters that allow you to select only the data you want to see. Save the reports you use the most in your favorites. Report can also be exported in Excel format for further processing. 
