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
Since companies have distinct business needs, it is practical that they avoid deciding on an all-in-one, “perfect” system. Nevertheless, it is hard to try to discover such an app even among sought-after software systems. The sensible thing to do is to spell out the several significant factors that necessitate analysis including major features, packages, technical skill competence of staff, company size, etc. Then, you must conduct the product research comprehensively. Browse over some of these ActionStep evaluations and check out the other applications in your shortlist in detail. Such well-rounded research guarantees you stay away from unsuitable software products and choose the system which meets all the benefits your business requires for success.
Position of ActionStep in our main categories:
TOP
10
ActionStep is one of the top 10 Law Practice Management Software products
If you are interested in ActionStep it could also be sensible to analyze other subcategories of Law Practice Management Software gathered in our base of SaaS software reviews.
It is important to realize that hardly any service in the Law Practice Management Software category is going to be an ideal solution that can fulfill all the needs of different company types, sizes and industries. It may be a good idea to read a few ActionStep Law Practice Management Software reviews first as some services might excel exclusively in a very small group of applications or be created with a really specific type of industry in mind. Others can operate with an idea of being easy and intuitive and consequently lack complicated elements needed by more experienced users. You can also find solutions that cater to a large group of users and give you a rich feature base, however this usually comes at a more expensive cost of such a solution. Be certain that you're aware of your requirements so that you choose a solution that provides specifically the elements you search for.
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 realize that when you choose to buy a Law Practice Management Software it’s important not only to find out how experts score it in their reviews, but also to check whether the actual users and businesses that use this software are genuinely satisfied with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ActionStep reviews across a wide array of social media sites. The data is then featured in an easy to understand format revealing how many clients had positive and negative experience with ActionStep. With that information at your disposal you will be prepared to make an informed buying decision 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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