All Actionstep Reviews
1-25 of 129 Reviews
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Natalie
Verified reviewer
Law Practice, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2017
Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients
We are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.
PROSActionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.
CONSActionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.
Nigel
Law Practice, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2021
Powerful and flexible practice management
I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice management
PROSI have used the product in a number of different law firms and have been involved in the setup for those firms. It is easy to use and easy to adapt to your own requirements
CONSI have no adverse comments as I have not found any aspect of the software to fall short of what is needed
Reason for choosing Actionstep
Cost and ability to make the system fit most law practice processes
Reasons for switching to Actionstep
Lexis Affinity was extremely expensive and had little flexibility when it came to template document creation and general flexibility
Vendor Response
Hi Nigel, Thank you for your response - Great to hear you have seen the benefit of our software across multiple firms. Should you have any feedback on the product, please do not hesitate to get in touch with our team. Thanks
Replied April 2022
Sandy
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed February 2023
A Great Case Management Concent but Lots of Bugs and Poor Customer Service
It has helped to automate case management and save time but the system is very glitchy and constantly "breaks". They offer little support and constantly direct customer to hire expensive "consultants" to address issues that their support should provide.
PROSWorkflow automation, task creation and automated emails
CONSSetting up the system to integrate with office procedures is difficult and very expensive. Setting up is not user-friendly and will cost over $20,000 for even the smallest of offices. They are constantly making changes to the system which always breaks something else. Their support is poor to none. Had we not invested so much already into this system, we would look for something else. Lots of "promises" with no delivery. This product could be the best there is if they would just make what they have actually "WORK".
Reason for choosing Actionstep
It offered more robust features and we were promised important tools were "in the works" and would be available in the immediate future which, of course, never were.
Vendor Response
Thank you for taking the time to share your feedback on your experience with Actionstep. We're pleased to hear that the workflow automation, task creation, and automated emails have helped to save you time in your case management. Regarding the changes we make to the system, we strive to improve our product by releasing updates that add new features, improve existing functionality, and address any issues. However, we understand that changes can sometimes result in unexpected glitches, and we apologize for any inconvenience this may have caused. We appreciate your feedback and encourage you to reach out to our support team if you have any further concerns or issues. We value your business and hope to have the opportunity to earn back your trust.
Replied March 2023
Kimberly
Legal Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2019
Best switch our office could have made
Everyone has gone above and beyond to make sure our team is thoroughly trained, and assures they are always a phone call away if ever we have questions. That kind of support is hard to find.
PROSThe ease of integration between Actionstep and Office software has been very useful. The two programs work seamlessly with each other.
CONSThe only con is the lack of an integration between Actionstep and Adobe software.
Reasons for switching to Actionstep
Time Matters crashed on a daily basis for us, leaving us vulnerable to losing our work.
Vendor Response
Hi Kimberly Thank you for the positive comments. We are glad you are enjoying our Microsoft Office integration. In an upcoming release, we are expanding its features even further. If you have any questions please do not hesitate to contact our support team (support@actionstep.com) Thanks
Replied January 2020
Dominic
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
1
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed June 2023
Unethical Price Increase
Satisfactory until recently. Support has been pretty poor at times.
PROSIt works, although aspects of the accounting side are a little clunky and some of the field names (for example in contacts) are inappropriate.
CONSWhen I signed up to Actionstep it was about AUD $80 per user per month. The price steadily increased over the next 5 years. Currently it is about AUD $135 per user. Then suddenly I am told that the minimum monthly charge will be $469, which is for up to 3 users - there is no option for just 1 user. Yet the website still advertises the pricing as being "per user", which is clearly misleading. I have tried to speak to someone at Actionstep about this situation but have been ignored. Clearly they are no longer interested in sole practitioners. I regard a price increase of over 300% on 6 weeks notice to be very poor business practice, as is their failure to note that their minimum package is for 3 users in the pricing part of their website. I now have to find another provider of a similar service which is time consuming and disruptive.
Reason for choosing Actionstep
Originally, because it was sufficient and significantly cheaper than alternatives. It no longer is.
Damien
Law Practice, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed September 2019
Catastrophic customer service and lack of common sense - too bad, it's a promising software
Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).
PROSPowerful and easily editable workflow engine. Really. Mass billing features. Customizable fields. Extremely powerful templating.
CONSBugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too. Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure you are not going to send an invoice to a client who has provisioned you...). User acceptance is difficult. It is complicated to require changes in workflows and field fills (this is not the responsibility of Actionstep, but don't think it will run by itself. You will need to coach your employees). Customer service is catastrophic. I screamed for help when the system started to double-deduct (!) the retainers. It took 4 months to get a solution. In the meantime, I have continued to lose a lot of money. I have doubts about their financial strength, since six months after I started using the software, I received a notice of license increase. When I asked for some help to switch to a cheaper license, I was told that it would not be possible to keep my data (!!!!).
Reason for choosing Actionstep
Workflow features and templating.
Reasons for switching to Actionstep
We wanted rock-solid invoicing and accounting features.
Vendor Response
Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software. Thank you again for your response
Replied January 2020
Felix
Verified reviewer
Legal Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
You receive what you give
Almost all of our working processes have moved into Actionstep, with some changes and pruning along the way. Setting up the system takes a lot of thought and input, but you are rewarded for your efforts, as once your data is in place, it's very easy to manage and use. I particularly like the amount of customization that is possible - as well as the regular product updates, which add interesting features.
CONSIt can be difficult to use data for reports, where some data does not interact usually within the system. It's necessary on our end to use other software to review statistics and to report. Exporting the data in order to facilitate this is very easy, however.
Vendor Response
Hi Felix, Thank you for such a positive review. Great to hear that your firm is seeing the benefits of Actionstep & utilising its customisation. Thanks, Matt
Replied June 2022
Katherine L.
Verified reviewer
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed October 2018
Great product . . . gets better all the time.
We have been able to get our bills out more quickly. Information is so much easier to find in Action Step than in the program we used before. The search function is powerful.
PROSThe program is very configurable. What that means is that there is a higher learning curve than other cloud based programs, but I am willing to spend the time to learn if the product provides what I need. I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. The Enhanced Billing Module was vast improvement over the previous billing capability. The user interface is clean and the response rate is rapid. My bookkeeper loves it.
CONSThe reports list needs to be more user friendly, and there needs to be more standard accounting reports available. The CRM features are not very well suited to my practice. The creation of a "workflow" is very complicated.
Tony
Verified reviewer
Architecture & Planning, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2017
The best all in one workflow management system around
This software has allowed me to simplify management of my business, keeping all of the information I need to operate in a single location. When I was employing staff it recorded all of their time against the relevant projects, reported taxes due, kept all client details, kept a record of all projects I had undertaken, allowed me to look back on projects to aid in costing of prospective projects.
PROSThat you are able to operate your whole business on the one platform. Everything from the initial client contact through to completion of services, incorporating a single place to track all project related emails, time tracking for employees, easy billing process, tracking of invoices, creditors, production of financial reports, outstanding billing reports and numerous other customisable options.
CONSThe only downside I can think are that it is a little expensive (but then I am only a sole trader now not working full time, so if I was working this business full time then I would probably feel differently on this factor) It is generally easy to use, but maybe not as intuitive as programmes like Xero or MYOB, but that said I feel this system does a hell of a lot more than they do.
Lydia
Verified reviewer
Law Practice, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2019
For the Serious Firms
I get one stop software in Actionstep. I generate documents; bill clients, record time; maintain trust ledgers; write checks. All if it is integrated. When I generate docs, I bill; when I disburse for a client, it goes on the bill automatically. In particular, the Enhanced Billing Mode is excellent! I keep track of other processes in my firm as well. I typically spend the whole day in Actionstep
PROSIt's thorough knowledge of the special rules that apply to law firms; the ability to modify your processes to reflect your specific jurisdiction and forms. I like the ability to see who did what, and when. There is a lot of accountability in this system.
CONSSome of the accounting modules are (rightly and deliberately so) difficult to correct if an error is made in parts of the accounting system. The system forces a great deal of transparency. They just need to update all the accounting modules.
Arthur
Legal Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed December 2019
Need big improvement in billing system!!!
I used Actionstep in my previous company and it seems pretty good. However, after increasing the price, actionstep has not improved a lot and the billing system is still not work very good. At the beginning I have asked for Actionstep partner for help. But they did not come back - so I set up the actionstep by myself. It seems some of the function cannot be fully utilised.
PROSthe display of the program is good and some of the support team is quite responsive
CONSThe invoice system is terrible as it is not able to add it back to the matter. Further, the invoice system does not accept other currency billing method - this must be changed asap. Other CRM can amend the invoice on the matter file - not like actionstep need to download and upload the documents manually - that's ridiculous
Reason for choosing Actionstep
my previous exp.
Vendor Response
Hi Arthur Thank you for taking the time to provide your feedback, and we very sorry you haven't had a great experience. We have made significant upgrades to our billing since this review and hope you have had the opportunity to try them. Additionally, we have recently released our Lawpay add-on which should help amend some of the issues raised here. Addressing your questions around implementation, our support team is available to answer any queries you may have to make the most of our software - support@actionstep.com Thanks
Replied January 2020
Susan
Law Practice, 2-10 employees
Used less than 6 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed December 2019
Too expensive, too much work involved
I spent a long time deciding on Actionstep, and in that time the monthly price doubled. Apparently because it was an immediate start process and I could do everything myself. $139/month and once signed up it turned out that without putting my business on hold and spending one month setting it all up myself i was left in the same position as previously - paying an Actionstep provider to do it for me, with my input to tell them what to do. Plus the higher monthly fee. I spoke to 3 provider companies and all were charging more than $5,000, and the day I stopped paying my AS subscription all that work would be lost. So getting off the ground is fairly prohibitive, unless you dont actually have any business and the time to do it. Within AS the email system didnt really ever work and involved a lot of double handling and diverting and didnt address any of the automated email issues we needed. The invoicing in AS does sync with Xero but you have to send invoices from Actionstep - so you need to build a new template, then you cant add a Stripe pay now credit card link for people to click on, (and theres no alternative product available in Aus) and you cant do a basic, include-and-show GST calculation on the invoice. Incredibly frustrating. Customer support they would get back to me within 24 hours, often to say no, or "thats coming in the next upgrade". I lasted 2 weeks and after about 5 days total work with minimal progress I decided Office 365 could do all the same and more.
PROSThe potential - it seemed like it was going to help me automate and streamline
CONSThe level of set up involved. The subscription basis meaning time put in not retained. The email functionality - non existant. The integration with Xero - very minimal and wont do the same standard of invoicing. The support in WA - customer support online not bad, although timewise for WA meant they were responding when I wasnt at work. When I requested local support they kept sending me to interstate firms. One very helpfully said he would fly over and solve all my problems - it would take three days plus travel from Qld - in the vicininty of $10,000
Vendor Response
Hi Susan, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. We take pride in our software but understand implementing any CMS like Actionstep does take some time and effort. We have thoroughly revised and expanded our onboarding processes for Express customers such as yourself - meaning a much more structured & documented implementation lessening the need for a small business to employ an implementation partner. Once again, we are sorry you didn't get the most out of Actionstep. If you have any questions or to see how we can work together, please do not hesitate to contact our team at support@actionstep.com
Replied January 2020
Tausha
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed February 2020
Just Okay
This was my first practice management software. I liked the price and the ease of the setup. Since this was my first experience, I don't have anything to compare it to.
CONSSometimes the software has glitches and looses things like notes that you put on the scratch pad. If there are multiple windows open with the program, it doesn't always save the information that you enter on one page. Customer service is absolutely terrible. There aren't clear cut customer service hours and I can NEVER reach anyone by phone. If I'm lucky I will get a response via chat a few days later. I am looking to make a change.
Reason for choosing Actionstep
I wanted an all inclusive system that included the accounting function. Actionstep was one of the programs that offered that feature. Additionally the price was manageable; they have since gone up on their pricing.
Vendor Response
Hi Tausha, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. To address your feedback; we have expanded our customer service team and have prioritized chat responses. If you have any more feedback we would love to speak to you and see what we can do to help. Please contact our support team at support@actionstep.com Thank you again for your response
Replied July 2020
Charles
Used free trial
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
Reviewed March 2015
Welcome addition for UK law firms
We moved to ActionStep from a well-known cloud-based practice management system about a year ago. Although we are a small firm, the reality is that even small law firms have their share of admin and the need to demonstrate good procedures. We found that the other systems aimed at small law firms were certainly simple, but were too short on functionality. The biggest improvement for us was finally moving to a system which had a fully integrated accounts system. We also noticed big improvements when it came to extracting and reporting on data. ActionStep includes a very full set of features which would cater for much bigger organisations. This does mean that the initial set-up requires some thought and we'd recommend having a consultant guide you through the steps. It is possible to take things a step at a time, and the level of effort and complexity is proportionate the the benefits of the system. Our previous system was possible to use pretty much out-of-the-box, but we fairly quickly found that it didn't have the sophistication to do some fairly basic things. The workflow capabilities are a sound way to ensure that we adhere properly to procedures such as conflict searches, setting up new clients and new matters. By leading a user through the steps, there's no need to rely on the users having to remember to follow a policy document. Our office manual was over 100 pages long, but many of the requirements are now built into ActionStep. The trick is not to over-engineer this. You want a workflow which supports your work, not one which requires all the stars to line up before you can successfully start a new project. ActionStep is a new entrant to the UK market, with an HQ in New Zealand and operations in the US. There is now a local UK presence and we've also found that the NZ team are very adaptable to handling requests from the UK. Our consultant managed to be chirpy on the phone even when I knew we were calling in the very early hours of her morning. We've seen several significant new features rolled out during our use, so we're pleased with the ongoing investment in improvements. The latest time recording system has proved very popular in our office. There are a few features which the accounting system doesn't handle compared to our previous system (such as automatically posting VAT returns to HMRC) but the gaps have proved very minor compared to the gains from having the accounts system fully integrated with matter management.
Guy
Legal Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2022
Tried and tested
We have been using Actionstep for nearly 10 years, relatively trouble-free, and it has proved to be easy to use for new employees, and has met our needs.
PROSImproved over time; Covers all requirements; Integrates well with MS Office
CONSThere is no way to download all emails in a matter, for example, to provide to a consultant for a taxation of costs, or when transferring a matter
Reason for choosing Actionstep
Cloud-based; comprehensive; quick and responsive user-experience
Vendor Response
Thank you for sharing your experience with Actionstep. We're glad to hear that you've found it to be a reliable solution that has met your needs for nearly a decade. It's great to hear that the platform is intuitive and easy for new employees to use, and that it integrates well with MS Office. Regarding your feedback on downloading all emails at once, we understand the frustration that can come from not having this feature. We'll take your feedback into account as we continue to improve and update our platform. Thank you again for choosing Actionstep as your cloud-based solution. We appreciate your business and look forward to continuing to meet your needs in the years to come.
Replied March 2023
Krys
Law Practice, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Organization = Success
The information is organized in such a way as to keep everyone on task, organized and successful in the day to day operations of the firm. Actionstep Webinars are efficient, effective, insightful and when paired with customer support, outstanding. Overall the program and support adds to my ability to remain a step ahead in meeting client expectations. A program that does that is worth applauding.
PROSActionstep's fields and layout are intuitive, data is easy to enter, monitor and track.
CONSadditional tiers of user privileges would be nice
Vendor Response
Hi Krys, Thank you for such a positive review. Great to hear that your firm is making the most of Actionstep & seeing the results! Also fantastic that our webinars are helpful to you and your team. I have passed on your feedback on additional tiers of user privileges to our product team. If you do have specific requests or other suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks, Matt
Replied June 2022
Krystal
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Legal Asst opinion
Before ActionStep, our office was using DropBox as our inter-office storage, which was not very reliable for record keeping. We needed everything to be in ONE place and ActionStep has solved that issue. Our office has been using ActionStep for about 3 years now & I personally love it. It's easy to customize.
PROSWhat I like most about the software is that everything is in one place - past & present records, notes, time tracking & billing, tasks, etc. I find the File Notes feature EXTREMELY useful because myself AND any of my co-workers can create a File Note for record keeping when we speak to the client or need to keep current notes on a project. ActionStep is also very easy to customize.
CONSIt is difficult for me to find something that I dislike about this software. The only opinion I can offer is what I hear from our office book keeper - she dislikes the billing feature because it is not compatible with her Quik Books.
AmyAnn
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
A huge necessity!
Actionstep helps us stay organized and on track with our daily tasks.
PROSWe rely on tasks and steps to complete estate planning for our clients, and Actionstep makes it easy to keep track of where we are in our planning process. With Actionstep we can easily transition from one step or task to the next, eliminating the need for pen and paper. We use this program frequently throughout the work day. We can even email and upload documents through their secure client portals. We would be lost without it!
CONSthe only con to Actionstep is not having a local customer service rep, but they are good about getting back to you in a timely manner, so the lack of someone local doesn't usually come into play.
Vendor Response
AmyAnn - thanks for such a wonderful review - we are so happy you and the team at Lakeview Trust & Estate Law find Actionstep so necessary!
Replied July 2019
Julie
Law Practice, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed July 2019
Customizable
I do like the billing feature and being able to see who needs to be invoiced.
PROSI like that it keeps all of our records easily accessible without having to pull each file.
CONSIt is so customizable it makes it hard to set up and use the software. I had to watch several hours of videos to design one matter type and invoice. I also wish that the HOME section of each matter had "sticky note" capability.
Reason for choosing Actionstep
We chose Actionstep because others were using it in this firm and we wanted to be able to have a 1 stop place for information for ease of conflict checking.
Vendor Response
Hi Julie - thanks for your review and your comments. it's really helpful to get this kind of feedback from our customers. We are working on our on-boarding processes and your comments will help us to make improvements. Regarding your sticky notes comment - some of our customers find File Notes are a decent substitute for sticky notes, as the text within the notes can easily be pasted into different areas of the system. I hope that helps. If you have any further queries please do get in touch with our support team on support@actionstep.com as they often have suggestions for using the system to suit you best. Thanks again for your review.
Replied July 2019
Melissa
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
One Stop Shop
Trust accounting is very easy and efficient along with creating and managing matters
PROSActionstep does it all, from trust accounting to matter creation and workflows and firm accounting. Fully customisable matter and document templates.
CONSUpdates and user suggestions take a while to be onboarded
Vendor Response
Hi Melissa, Thank you for such a positive review, we are delighted your experience with Actionstep has been great. It is great to hear you are using Actionstep across all aspects of your practice. Fantastic to hear that our Trust Accounting processes are easy and efficient for you. If you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks
Replied January 2020
Bruce
Law Practice, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2021
Excellent Practice Management Tool
I believe this is one of the best practice management programs available at a reasonable cost.
PROSI have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users was very helpful
CONSAs an Internet cloud-based program it is subject to the rims of the various Internet providers use across the firm. That being said, in four years I have only had one problem which lasted more than half a day, and it was probably addressed by customer service
Vendor Response
Hi Bruce, Thank you for your response - Great to hear you are seeing the benefits of Actionstep across your entire firm. Thanks
Replied October 2021
Melissa
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2020
ActionstepReview
Great software!
PROSIt is all inclusive - with the exception of acouting
CONSAccounting! it does't work for us - we are still using QBO
Reason for choosing Actionstep
billing and client management in one software
Reasons for switching to Actionstep
Consolidation of functions, we were using one software for client info and another for billing
Vendor Response
Hi Melissa, Thank you for such a positive review. If you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks again.
Replied August 2020
Kimbro
Law Practice, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Lifeline
My overall experience with Actionstep is excellent.
PROSActionStep is easy to use and maintain as a central portal for keeping up with client files and work between staff.
CONSI wish the software had better search functions including an ability to look up contacts by phone number.
Reason for choosing Actionstep
I like the dashboard feature the best.
Vendor Response
Hi Kimbro, Thank you so much for such a positive review! Fantastic to hear that Actionstep has helped to keep your files & team organized. Thanks
Replied August 2022
Paula
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed April 2022
Actionstep is Ace
I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best. Opening a new matter is super easy, which is important.
CONSI can't think of anything right now but will come back to you if I do.
Vendor Response
Hi Paula, Thank you for such a positive review. Great to hear that your firm is seeing the benefits of Actionstep. Should you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks, Matt
Replied June 2022
Sharon
Law Practice, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed April 2019
Actionstep review
We like the software itself. We have been using it for approximately 6 months and are in the beginning of phase 2 where we are starting to develop our work flows for each action type. We are anxious to learn how to build the processes so that we can begin doing things ourselves instead of paying the consultant to do it. I am not overly confident in the knowledge of our consultant so I feel that at times we are overpaying for the time he spends looking for the answers to our issues and helping to train us on how to do things.
PROSThe ability to create workflows and automate some of our processes
CONSThe lack of after hours tech support and if our consultant is out of town or busy we have to wait to resolve issues that come up. We pay for every phone call to get assistance so the install and the ongoing support has been very expensive