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ActionStep REVIEW

Law Practice Management Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.7

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

Position of ActionStep in our main categories:

10

ActionStep is one of the top 10 Law Practice Management Softwareproducts

10

ActionStep is one of the 10
Law Practice Management Software products


If you are considering ActionStep it might also be sensible to investigate other subcategories of Best Law Practice Management Software collected in our base of B2B software reviews.

Since each company has unique business wants, it is advisable for them to refrain from searching for a one-size-fits-all perfect software system. Needless to say, it would be useless to try to find such a system even among market-leading software platforms. The intelligent thing to do would be to jot down the various vital aspects that require consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some ActionStep reviews and look into each of the other solutions in your shortlist in detail. Such exhaustive research can make sure you weed out ill-fitting systems and choose the app 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

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.

POSITIVE SOCIAL MENTIONS

5

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE

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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