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
Bearing in mind companies have distinctive business-related demands, it is sensible they steer clear of settling on an all-in-one, ideal solution. At any rate, it would be almost impossible to try to come across such an app even among branded software solutions. The reasonable thing to do is to jot down the different key aspects that entail scrutiny including major features, packages, technical skill aptitude of staff members, organizational size, etc. After which, you should conduct your research thoroughly. Have a look at some of these ActionStep analyses and scrutinize the other software products in your list more closely. Such comprehensive product investigation makes sure you avoid poorly fit apps and pay for the system which has all the features your company requires.
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 a good idea to check out other subcategories of Law Practice Management Software gathered in our database of B2B software reviews.
There are trendy and widely used solutions in each software group. But are they automatically the best fit for your enterprise’s unique needs? A popular software solution may have thousands of subscribers, but does it offer what you require? For this reason, do not blindly shell out for popular systems. Read at least a few ActionStep Law Practice Management Software reviews and mull over the elements that you wish to have in the software such as the cost, main tools, available integrations etc. Then, choose a few solutions that fit your wants. Check out the free trials of these platforms, read online comments, get clarifications from the seller, and do your investigation systematically. This exhaustive groundwork is sure to assist you select the most excellent software application for your organization’s special wants.
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 decide to buy a Law Practice Management Software it’s vital not only to see how professionals rank it in their reviews, but also to find out whether the real people and companies that use this software are indeed satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ActionStep reviews across a vast array of social media sites. The information is then featured in a simple to understand form showing how many people had positive and negative experience with ActionStep. With that information at hand you should be prepared to make an informed buying 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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