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.
Scott from Bilhartz Women's Health Center
Specialty: Estate Planning
I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where Actionstep has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and *bam*, there's everything. There are many other useful features that I know I just haven't even tapped into yet.
- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed.
- Before using Actionstep, I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it *sort of* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name.
- I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide.
- I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that.
- Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive.
If you're not very computer savvy, you will probably need some training on this. Also, I've chosen only to move my active matters over the Actionstep, and for me that's a manageable task because I'm very small. I imagine any normal practice would have to enlist them for data migration because it is quite tedious.