Actionstep is a cloud-based solution appropriate for growing, or mid-sized firms. The legal management system can accommodate businesses with staffs as small as five, and as large as 50 and above.
Key functionalities include a customer relationship management tool to track new and existing clients. A client-facing portal is available for customers to log in to and view their information online. Matter management is provided through a prescribed workflow. Users can add customized file notes, schedule appointments, set tasks, generate documents, and send emails.
Actionstep allows users to manage their accounting functions as well. There are no restrictions on the amount of accounts that can be housed. Invoices can be generated for both fixed fees and time billing. Actionstep is fully browser agnostic and accessible via Mac and PC desktops as well as mobile devices. There are installable applications and plugins included for integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.