ActionStep Review
What is ActionStep?
ActionStep is a cloud-based practice management solution that offers law firms a very integrated approach to effectively run their business on both front and back ends. The platform is highly flexible and can address the simple needs of a small to medium sized firms with five staff to large law groups that have 50 employees.
ActionStep offers a more extensive feature set compared to what the competition can bring to the table, including matter management, document management, time recording, and billing to name a few. On top of that, the system gives users the ability to automate every process and workflow, so firms can focus on their cases instead of spending significant amount of time handling the business side of things.
Show MoreOverview of ActionStep Benefits
ActionStep delivers a very robust web-based platform to help law firms stay on top of the business side of their practice. Offering law firms with a rich set of features and capabilities, ActionStep comes with automated workflows, accounting, trust accounting, payroll, email, and calendar management to name a few. As everything is automated, lawyers and other legal services professionals can spend more time working on their cases and delivering high quality service to their clients.
With ActionStep, law firms can easily generate a complete digital file for each matter using a built-in workflow. With every information on a specific matter in one place, lawyers can easily access, search, and retrieve the information they needed with ease and speed. Documents, emails, file notes, billing, and others is within reach with just a few clicks of the button.
Using live data, ActionStep users can instantly create letters, wills, and contracts in seconds. This useful feature makes it easy to create quality document without compromising quality.
ActionStep enables users to create their own workflows to suit their needs as well as their practice areas. Automated workflows help lawyers become more efficient in their work and provide clients unparalleled quality of service while at the same time, increase their firm’s profitability.
Other powerful and notable features that give law firms that distinctive ActionStep advantage includes: email management for easy email saving and documentation; calendar management for effective scheduling and appointment among others; conflict check; and client billing to ensure that you bill your clients accurately and you get paid timely.
Show MoreOverview of ActionStep Features
- Quick Start Setup
- CRM
- Case Management
- General Ledger
- Trust Accounting
- Document Storage
- Document Assembly
- Time Recording
- Billing
- Workflow
- Client Portal
- Secure Document Exchange
- Google and Outlook Plugins
- MS Office Integration
- Calendar Sync
- Web-Forms
- Backups
- Data Security
ActionStep Position In Our Categories
Because companies have their own business-related wants, it is rational they steer clear of settling on an all-encompassing, ideal software. Having said that, it is almost impossible to pinpoint such application even among widely used software solutions. The practicable step to do should be to make a list of the several major aspects which need deliberation including key features, packages, technical skill competence of staff members, company size, etc. Then, you must conduct your product research through and through. Browse over some ActionStep reviews and check out each of the software systems in your shortlist in detail. Such all-encompassing product investigation makes sure you weed out poorly fit applications and choose the one that meets all the benefits your company requires to be successful.
Position of ActionStep in our main categories:
TOP
10
ActionStep is one of the top 10 Law Practice Management Software products
If you are considering ActionStep it may also be beneficial to investigate other subcategories of Law Practice Management Software listed in our database of SaaS software reviews.
Every business is different, and may call for a particular type of Law Practice Management Software solution that will be designed for their business size, type of customers and employees and even particular niche they support. We advise you don't count on getting a perfect software that will be suitable for each company regardless of their background is. It may be a good idea to read a few ActionStep Law Practice Management Software reviews first and even then you should pay attention to what the service is supposed to do for your company and your staff. Do you need a simple and straightforward app with only elementary features? Will you really use the complex functionalities required by pros and big enterprises? Are there any specific features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to locate a trustworthy solution that will fit your budget.
How Much Does ActionStep Cost?
ActionStep Pricing Plans:
Free Trial
ActionStep
$60/user/month
What are ActionStep pricing details?
ActionStep Pricing Plans:
Free Trial
ActionStep
$60/user/month
ActionStep offers a single SMB/enterprise package for all users. A free trial is also available. Here are the details:
- $60/user/month
- Quick Start Setup
- CRM
- Case Management
- General Ledger
- Trust Accounting
- Document Storage
- Document Assembly
- Time Recording
- Billing
- Workflow
- Client Portal
- Secure Document Exchange
- Google and Outlook Plugins
- MS Office Integration
- Calendar Sync
- Web-Forms
- Backups
- Data Security
User Satisfaction
Positive Social Media Mentions
5
Negative Social Media Mentions
0
We know that when you make a decision to get a Law Practice Management Software it’s crucial not only to see how experts evaluate it in their reviews, but also to discover if the actual users and enterprises that purchased it are genuinely satisfied with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and ActionStep reviews across a vast array of social media sites. The information is then displayed in a simple to understand format showing how many customers had positive and negative experience with ActionStep. With that information at your disposal you will be equipped to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for ActionStep?
ActionStep integrates with the following business systems and applications:
- Zapier
- HotDocs
- NetDocuments
- Google Drive
- Dropbox
- InfoTrack
- Xero
- Gmail
- Microsoft Office
- Office on Mac
ActionStep User Reviews
ActionStep average rating:
4/5
Overall impression
5/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: ActionStep is a highly customizable tool! We love it because we can customize it according to what our team needs.
CONS: One flaw. It doesn't allow editing contact names.
The least favorable review
PROS: ActionStep is a highly functional program which we find useful for document tracking, note filing, and form creations!
CONS: It's confusing to format documents at first.
More reviews from 3 actual users:
Sort by:
Latest
- Latest
- Most useful
- Most positive
- Most negative
Time-saving program!
Read full review >
4/5
Overall impression
3/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 29.07.2021
Company Size: 11-50 Employees
Industry: Law Practice
PROS: ActionStep is a highly functional program which we find useful for document tracking, note filing, and form creations!
CONS: It's confusing to format documents at first.
Helpful!
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 26.02.2021
Company Size: 11-50 Employees
Industry: N/A
PROS: ActionStep is a highly customizable tool! We love it because we can customize it according to what our team needs.
CONS: One flaw. It doesn't allow editing contact names.
Our whole office loves this!
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 05.07.2020
Company Size: 11-50 Employees
Industry: Law Practice
PROS: This helps track the legal processes/stages of each of our clients. Through detailed tracking, it's easier to assign tasks to our other staff -- from legal assistance to billing.
CONS: It's not that user-friendly. Customizing the dashboard isn't simple, you have to take time to learn it. If you want it done faster, just contact their support team.
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ActionStep user reviews
Time-saving program!
Read full review >
4/5
Overall impression
3/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 29.07.2021
Company Size: 11-50 Employees
Industry: Law Practice
Helpful!
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 26.02.2021
Company Size: 11-50 Employees
Industry: N/A
Our whole office loves this!
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 05.07.2020
Company Size: 11-50 Employees
Industry: Law Practice
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