Actionstep Software


 

Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate their workflow.

Key functionalities include customer relationship management that helps to keep track of new as well as existing clients. A client-facing portal allows customers to log in to an online portal from where they can view their case related information, make payments, track deadlines and more. Users can also add customized file notes, schedule appointments, set tasks, generate documents and send emails from their dedicated portals.

Actionstep also allows users to manage their accounting functions. Users can generate invoices for both fixed fee cases as well as time/appointment based cases. Actionstep is browser agnostic and can be accessed using a web-browser on Mac and PC desktops as well as mobile devices. The solution also supports integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.

 

Actionstep - Home
 
  • Actionstep - Home
    Home
  • Actionstep - Workflow
    Workflow
  • Actionstep - Document assembly
    Document assembly
  • Actionstep - Billing
    Billing
  • Actionstep - Timesheet
    Timesheet
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

37 Reviews of Actionstep

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Scott from Bilhartz Women's Health Center
Specialty: Estate Planning

August 2016

August 2016

Effective and Efficient Law Practice Management

Ease-of-use

Functionality

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N/A
Value for Money

Likes Best

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.

Likes Least

- 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.

Recommendations

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.

 
 
 
Showing 1-20 of 36

Lisa from Derr & Villarreal LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Actionstep has been a fantastic software tool for our business.

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We've benefited from more sophisticated CRM as well as automating tasks associated with each step in a workflow. The entire team knows exactly what's going on in any case with the click of a mouse.

Pros

Love how everything relating to a client emails, documents, notes, calendar is all in one place. Plus reasonable cost even for small firm. We like integration with gmail.

Cons

We're waiting for integration of accounting software which is the last piece of the puzzle. Wish we could have faster upload/download times for documents. But that could be a function of cap of internet speed in a rural area.

Source: Capterra
 

Jinny from County Government

August 2017

August 2017

This product does everything that we were hoping for!

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Pros

I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature and how deeply the product integrates with Microsoft Office Suite. Not having to type each document from scratch saves so much time!

I personally enjoy how highly customizable the product is. I'm constantly pleasantly surprised to find new features it has that make my life easier. Some may complain that you need a third party firm to get you off of the ground and running, but I set up the entire system for my team by just reading their User Guide and talking to customer support.

The price was another selling point for us. We're a local county government agency operating on a small budget so this price tag works well within what we could afford. The customer support is phenomenal. They try very hard to make their customers (or potential customers) very happy. Having our cases in a secure cloud means that we can work from anywhere which has greatly improved the way that we work.

I would definitely recommend this product to anyone who is looking to get away from paper files and who wants to learn how technology can make your life easier and more organized.

Source: Capterra
 

Catherine from Blackburn Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

This software is extremely difficult to use. It pretty much requires programmers to manage.

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Value
Support

None. It turned out to be too hard to use. When I wanted to move to a different software, I could not export any emails.

Pros

Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails.

Cons

The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program.

Source: Capterra
 

Shelby from Eight & Sand
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

made our transition smooth and was a pleasure to work with!

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Pros

Customizable to our specific needs, dashboard is aesthetically pleasing; features are on-point. Still learning all the nuances.

Cons

Set up without consultants was a bit tricky and tedious, export/import was not as hard as the sales team led us to believe.

Source: Capterra
 

Joey from Judy Morris and Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Efficient product. Friendly support staff.

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Pros

Actionstep has streamlined our processes. The user friendly software, makes it easy for all that use it, from entering data, document storage, with the microsoft office plug in. Simplifying the accounting process. Customization of information to be displayed in the matter home screen, viewing all relevant data at a glance. Numerous relevant matter/trust/accounting report. Frequent webinars on a variety of topics and user guide with videos that help in staff training.

Cons

Currently no cons with using the software. So far the software has not only saved time with the company, but has also streamlined our processes.

Source: Capterra
 

Deirdre from JW Solicitors
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very happy with the system, easy to use and very intuitive and good support

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Saved money and improved efficiency and file management

Pros

Can see progress at a glance. Homepage displays work done and alerts. The accounts package is comprehensive. The system is very good value for money and you are not locked into an annual contract.

Cons

There are no cons that I can comment on so far. Apart from setting up standard letters and templates which take some time to master and do not have the time to learn at the moment.

Source: Capterra
 

Donna from Florida Professional Law Group, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Actionstep is the friendliest accounting software I have used in 23 years.

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I love the fact that since 2013 the developers are always improving the software to make it more user friendly.

Pros

The reverse process of the checks.

Cons

I don't like that the checks for costs filter to the settlement step.

Advice to Others

We should not have to delete a withdrawal if you void a check.

Source: Capterra
 

vinh from Legal Care Australia

April 2017

April 2017

Love Actionstep. Best software and far more superior than Leap

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Thanks Actionstep for a great program and great support service. In particular, our of Actionstep always professional, courtesy and friendly. Great job!!

Pros

flexibility, customised fields, easy to use

Cons

have more workflow matter type available so that starting up does not take too much time setting up system

Source: Capterra
 

Peter from Lawyers Conveyancing
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Why I love ActionStep - Australian Lawyer

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After making my own practice management system (in the 1990's before there were any commercially made products available) and then trying numerous products over the years, I have finally settled upon ActionStep as the ultimate system.

Why? Because ActionStep is the first to provide me with a set of tools, as well as a framework, so that I can customise the system as I please.

I don't want to be told what's available in a system, and why it operates the way it does. I want to know what a system is capable of, and how I can make it do what I want it to do. ActionStep is the only system to gives me this freedom.

On top of this ActionStep is secure, robust and easy to learn, and support is always there.

I ask my own clients to review the service they have received from me, and I'm always pleased when a client is so satisfied as to write a review. So, when one of my providers gives me a product and service that exceeds my expectations, and continues to deliver with support and improvements, I feel duty-bound to let everyone know.

Pros

Its power, security and ease of use.

Cons

Can't think of any.

Advice to Others

If you're a lawyer who thinks that it can just be thrown to the staff for them to use out-of-the-box forget about it. ActionStep requires the lawyer to put the "smarts" into it, so that the staff can use it without having to constantly ask for help. But if you're not prepared to tailor it to the needs of your staff, then you and they would be better off sticking to one of those clunky systems offered as a one-size-fits-all, and being more of a hands-on supervisor.

Source: Capterra
 

Michael from Fairmax Law
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Actionstep and Ryan Barsanti are amazing!

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i've been able to expand my law firm to another state, and double my caseload without having to add any staff; all due to Actionstep. It is unbelievable. It does everything you need, and it does things that you didn't even know you needed. This is the best investement i have ever made.

Pros

it does everything i need, and there are no drawbacks whatsoever.

Cons

nothing. it is beyond perfect.

Source: Capterra
 

Regan from Regan Peggs Solicitors

March 2017

March 2017

Perfect for expanding businesses.

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Mine is a small firm that needs to keep an eye on overheads, but operate as efficiently and flexibly as possible. Actionstep has proven to be the perfect platform for us. It is easy to use, and the workflows can be adjusted easily as our needs change. In addition, the team at Advantage BA are always on hand to carry out additional training or provide support. I have used many more complicated and expensive platforms, and would not consider returning to them.

Source: Capterra
 

Brahm from Brahm Dorst Law Corporation
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Actionstep - Best Document Assembly, Versatile Workflows and Calendering

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Of the products that I've tried, I found Actionstep to have the best document assembly, most comprehensive workflow system, versatile calendering and deadlining, and excellent outlook integration. The price is a tad higher compared to competitors, and because there is so much functionality, the learning curve and set-up time is a bit steeper, but in the long term it will enable incredible efficiency. For example, I converted my precedents for a chambers application to enforce a judgment against real property, and can now draft a chambers application, including Notice of Application, draft order and supporting Affidavits, in less than 2 minutes, perfectly drafted without any manual drafting needed (assuming that the relevant property identifier and party information has already been entered correctly). Now in theory, you could do the same thing with some other systems like CLIO (but not MyCase) and I have done it in CLIO. But it required a lot of custom field data and conditional logic, and so templates become very complex and unreadable and only work if certain assumptions are true (i.e. only one client, or limited number of Defendants).

I spent a lot of time testing various law firm management systems, but I think that I have finally settled on Actionstep. I initially had been using CLIO which I chose without much research. After one year, CLIO's task lists and legal calender systems were proving to clumsy and inflexible for my litigation practice. I need to define deadlines backwards from a future date, i.e. 90 days before trial serve expert reports. Also, if my trial date gets adjourned, I want all the linked deadlines to move with the trial dates, and if my matter settles, I want to be able to remove all of the associated deadlines from my calendar. CLIO didn't do this, so I started researching new options and moved to MyCase because it had a very intuitive and functional workflow and calendering that did what I wanted, and was well priced with the cheaper subscriptions for support staff available. However, I soon became frustrated with MyCase because the document assembly was extremely weak compared to CLIO. Finally, I moved to Actionstep and found that it had all of the workflow and calendering functionality that I wanted, combined with document assembly that is extremely robust and powerful.

If powerful document assembly is important to you, I strongly recommend Actionstep.

Pros

Document Assembly. Outlook Integration. Integrated workflows and calendaring. Knowledge-base and Wiki built in. Ability to associate more than one contact of a given type to a file (I often have files with more than one client, i.e. husband and wife).

Cons

A bit more expensive. Steeper learning curve because of all the features.

Source: Capterra
 

Malinda from Elder Law of East Tennessee
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Lots to love about this program

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Quality
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Support

Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features.

What we love:
- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

The most challenging aspect of ActionStep is the initial setup (hence my three-star rating for "ease of use"). There is no sugar-coating it: the downside of all those wonderful customizable features is that someone in your organization has to do all the customizing. It's a lengthy process, and the initial data migration can also be time-consuming, but the friendly support staff are available to assist throughout the process. For us the end result has been well worth the challenging setup process.

The ActionStep developers are constantly working on improvements to the program, including ways to make it integrate with other types of software and responding to users' suggestions. Occasionally the updates cause hiccups in the system, but they are typically short-lived. We genuinely appreciate the drive to improve the product and the responsiveness to users' wishes.

Pros

- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

Cons

- Challenging initial setup (customization of features)
- Cumbersome process to unlock encrypted zip files after backup request
- Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep

Source: Capterra
 

Sam from Turke & Strauss LLP
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

Difficult to use and terrible support

Ease-of-use

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ActionStep has many interesting features and theoretically it can help you run your practice. The software, however, is incredible cluncky. There is nothing intuitive about ActionStep and the support team is apathetic and unhelpful.

Pros

The software has some powerful features.

Cons

The support is terrible. Unless you have the resources to dedicate an FTE to working on implementation, getting ActionStep up and running is a nightmare. Rather than help you, if you call with questions, the staff is consistently annoyed and will often send you an outdated video as opposed to answering your questions

Advice to Others

Consider any other option before purchasing ActionStep.

Source: Capterra
 

darren from kruse legal
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

moved from LEAP to Actionstep - very pleased

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We moved 4 staff and ~ 70 active matters from LEAP to Actionstep and could not be more pleased.
We transitionedin stages, using AS for the shorter matters before fully committing to a transition. This allowed us to ensure everything work just right and gave staff a shallow on-ramp for the new system.

Pros

$60 per month per user, compared to $197 per user per month for LEAP. That's it's 100% browser based and it integrates with Xero, Dropbox, Gmail and MS Office. It's incredibly customisable and workflows rock.

Cons

On the desktop, nothing really - it's doing everything we wanted.
The mobile IOS app is in alpha and needs serious attention to bring it up to par with the LEAP equivalent.

Advice to Others

Get a system integrator to help set it up. It's then easy to adapt as you need. We used Workcloud in Adelaide, South Australia.

Source: Capterra
 

Mark from Mark Donovan Barrister

January 2016

January 2016

Best Practice Management Software for running your practice as a checklist/process

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If you want a practice management system that actually will ensure you do not miss a step when undertaking a certain piece of legal work, then ActionStep is your best solution. I have tried other practice management solutions, but none of them take the unique approach of allowing you to drive each of your client matters in a series of logical steps/actions so you do not miss any essential task when carrying out a legal process.

The cons are that it can take some time to set up your own processes. There is a fair bit of learning involved and the user guide can be hard to follow at times. But they are developing this continually and when in doubt you can raise a help ticket and their team get back to you fairly promptly.

If you do not love setting up systems, I would engage someone to do this for you (I believe they have consultants who can help with this). The payoff of having a checklisted process with powerful document assembly is huge and will really make your practice more efficient.

I do not run a trust account so cannot comment on the accounting feature, but I do generate my bills and this is fairly simple. I can generate a bill and email it to a client in a matter of minutes. And unlike other practice management systems, I can use my exact .docx template as the basis for my bill - I am not limited by a particular bill format. The integration with Xero also works well for me.

I would have given this five stars if there was better integration with other apps, like Gmail, but I understand that integration with Zapier is forthcoming in Q1 of 2016 which will make this a very powerful system. Looking forward to that enhanced capability.'

Overall, I have been using the system for several years and would not move to anything else because there is no other product that I am aware of that has the built-in action-based logic for different matter types like ActionStep has.

Source: Capterra
 

Graeme from GTODD LAW

January 2016

January 2016

Five Years On

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Five years ago I had what many thought was a mid life crisis when I upped stumps from a firm where I was the longest standing partner and decided to go alone. The first decision this IT illiterate had to make was what software would I use to help run my new firm. I considered everything from a bureau service to a server based system . By luck I chose ActionStep. At that point I had 2 users neither of whom had any experience with a cloud based system let alone ActionStep. Next month I will have 10 including my wife and our accountant
Fortunately for us we had a dream run with ActionStep and every day we find another feature which helps us run an efficient and profitable firm . For a 50 (odd) year old who before he went it alone was still completing time sheets manually the software has been a breeze to operate and better still a highly effective low entry and ongoing cost option

Source: Capterra
 

Craig from Craig Rane

October 2015

October 2015

Action Step

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Yje integration of time/trust/workflow is good. The integration with outside products can be clunky eg MS Office - only works with 2013.

Source: Capterra
 

Don from GOlegal

October 2015

October 2015

Customer feedback driven

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Process-based, cust feedback driven, good interfaces (hotdocs, outlook, MSword etc.). Excellent support service and dedicated CEO.
Cons: material learning curve.

Source: Capterra
 

Schuyler from Reidel Law Firm

October 2015

October 2015

Great concept, bad implementation

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I used ActionStep for about 6 months, the support starts off as very helpful but towards the end I had a support ticket that went 2 months without being touched. The help guides are (very) slowly being updated and often calling support is the only way to figure out an answer.

I love the concept of workflows, CRM, and business accounting all in one. I hope they get up to speed and can provide the support to match their concept. I may look into it again in a couple years if the support and ease of use improve dramatically.

Source: Capterra
 
 
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