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ActionStep Review

ActionStep
Our score: 8.7 User satisfaction: 100%

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.

Overview 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.

Overview 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
  • Email
  • Calendar Sync
  • Web-Forms
  • Backups
  • Data Security

ActionStep Position In Our Categories

Since businesses have particular business wants, it is only logical they abstain from getting an all-in-one, “perfect” software. Be that as it may, it would be futile to try to come across such a software product even among sought-after software systems. The rational thing to do is to jot down the different key functions that entail scrutiny such as important features, packages, technical skill aptitude of staff members, company size, etc. The second step is, you should follow through the research comprehensively. Read some of these ActionStep review articles and check out each of the applications in your shortlist more closely. Such detailed research ensure you keep away from poorly fit applications and choose the system that meets all the features your business requires for optimal results.

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 could also be beneficial to examine other subcategories of Law Practice Management Software collected in our database of B2B software reviews.

Since each organization has unique business requirements, it is advisable for them to desist from searching for a one-size-fits-all perfect software solution. Needless to say, it would be useless to try to find such a platform even among widely used software solutions. The intelligent thing to do would be to catalog the various vital elements that need consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some ActionStep Law Practice Management Software reviews and check out each of the other apps in your shortlist in detail. Such in-depth groundwork can ensure you weed out ill-fitting applications and choose the solution that offers all the features you require for business success.

How Much Does ActionStep Cost?

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
  • Email
  • Calendar Sync
  • Web-Forms
  • Backups
  • Data Security

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We realize that when you make a decision to buy Law Practice Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ActionStep reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ActionStep. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

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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?

  • email
  • phone
  • live support
  • training
  • tickets

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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
  • Email
  • Calendar Sync
  • Web-Forms
  • Backups
  • Data Security

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
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Reviewed By Jenny Chang
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