Easy to use, prefilled forms, great customer service, affordable, has pretty much all the features we use on a daily basis.

I was hesitant to try it again but after taking a second look, it’s an entirely different product.

As a funeral home that has two locations, we have two separate client numbering systems, but one Halcyon platform.

Great user friendly software for multiple locations.

It seemed like a very helpful program. However once I signed up I was sorry to see the customer service was really dissapointing.

Our rep is very responsive if we have any questions and has added features into Halcyon that are helpful for our business.

Death certificate total no longer exists when one key in a number selected. We want that feature back.

I could not ask for better. Very helpful and listen to suggestions to make Halcyon greater than it already is.

Ease of use, functionality and quick customer response time. Our funeral home is very pleased with the pricing program as well.

When leaving the computer to go to the selection room, upon returning, depending on the family and the time needed to select, updating will loose all the info already keyed from last update.

Very helpful by having all the information at your fingertips. As office manger, the Financial section is very user friendly as well as the software is also very helpful with gathering report figures.

The feature of having each deceased with their own computer file is very helpful. The file shows all family background, contract and payment information.

I am happy to say that we are completely satisfied with the transition and support that we require.

Over all the program is very helpful with having all the clients and financial information in one place at your fingertips.

User friendly great customer support always working priced right cloud based search features admin documents list.

We are eternally grateful to the Halcyon team for seamlessly integrating an extensive amount of data from our antiquated software.

Built-in reporting and analytics. Halcyon is extremely useful currently AND new features are being introduced on a consistent basis.

There is a problem with the program and the client numbering system. No matter which location you select the next contract number that appears is always based off  of the last contract entered.

It truly was a great experience and I love working with all the staff at Halcyon. They are very friendly and easy to work with.

However I was having trouble with adaption to the software and I felt frustration by the administration. I ended up canceling my subscription and was told that the $500 was not refundable.

It 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.

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.

It is very easy to use and navigate. I would recommend this portal to other paralegals.

The calendar is great too. This is miles above any other legal software I have used.

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems.

Catastrophic customer service and lack of common sense - too bad, it's a promising software.

Integration in our firm was somewhat difficult only due to time constraints; nothing to do with the product itself.

Wonky, outdated interface; poor email integration, and terrible customer support. Clio and Zola Suite both really outshine ActionStep by a mile.

This, in turn, will save the firm a lot of money.

Good visual layout, adding new matters is relatively simple, scratchpad feature is useful.

Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order.

Adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size.

Works from a browser and integrates with GSuite, ASANA etc. Great search and easy to use.

The salespeople were nice and I believe genuine.

Overall, our experience with Actionstep has been great and has made the office much more efficient so that our clients receive top quality work.

The ease of integration between Actionstep and Office software has been very useful. The two programs work seamlessly with each other.

The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.

This software is intuitive and easy to use. It is logical, very organized and user friendly - similar to using an app on your phone.

The ability to build my practice management system my way, using tools available within Actionstep and also through the integration of other applications.

I like that it keeps all of our records easily accessible without having to pull each file.

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

The accounts package is comprehensive. The system is very good value for money and you are not locked into an annual contract.

The best feature is the ability for everyone to enter their time contemporaneously.

Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily.

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.

I cant say enough about how this software helps to organize our small firm and keeps us on track with respect to keeping track of revenue goals, etc.

Third, this is so simple I fail to understand why it isnt in place.

The support staff is very responsive and will try to thoroughly understand and address the issues for us.

The techo people are not trained in real technical problems and use the excuse of putting something to the 'development' team. I am not sure the development team exists.

The display of the program is good and some of the support team is quite responsive.

The positives far outweigh the few negatives, it's a good and fruitful process automation software.

Setup costs were restrictive to me so I did it myself and I am unaware of some features.

It's good all-in-one-place legal process management with simple ways to assign tasks to partners and associates and to set proper workflows.

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.

US Dollar

Halcyon Death Care Management Solutions has features for human resource tracking, financial management, form libraries and reporting. Whether you have one location or locations in multiple states, provinces or regions, Halcyon's deathcare management solutions can handle the job. With its powerful DCMS, staff can manage their funeral home or crematory in a fast and cost-effective way. Users are able to maintain each client's personal and financial information securely, as well as generate forms, contracts and more.

LongDescription

Case Management

Status Tracking

Pre-Need Management

Customizable Reports

Document Storage

Financial Analysis

Contract/License Management

Financial Management

Calendar Management

Template Management

Merchandising

Multi-Location

Contact Management

Inventory Tracking

Cremation Management

Forms Management

Activity Dashboard

Alerts/Notifications

Employee Database

Reporting & Statistics

Customizable Templates

Customizable Forms

Appointment Management

Records Management

Third-Party Integrations

Document Management

Inventory Management

Financial Reporting

Access Controls/Permissions

Client Management

Task Progress Tracking

Task Management

Order Entry

Electronic Signature

Order Management

Invoice Management

Customer Database

QuickBooks Integration

Invoice Processing

Receipt Management

Accounting Integration

Event Calendar

Donation Management

To-Do List

Contact Database

Document Generation

Contact Halcyon for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Halcyon Death Care Management Solutions

Live Online

Webinars

Documentation

With Actionstep, midsize law firms get total control over their future success. Actionstep's comprehensive legal business management platform is built to adapt to a firm’s unique strengths and goals, empowering firms to modernize and build a firm advantage in the legal marketplace. 
 
Actionstep's connected features like client intake, matter management, document management, time tracking, billing, accounting, and business reporting, equips over 38,000 users globally to delight clients, work more profitably, and confidently embrace the future.  
 
Build your firm advantage with Actionstep. Visit www.actionstep.com to learn more. 



File Management

Deadline Management

Document Templates

Billable Items Tracking

Recurring/Subscription Billing

Time Tracking

Trust Accounting

Activity Tracking

Timer

SSL Security

Timesheet Management

Communication Management

Document Capture

Customizable Fields

Collaboration Tools

Full Text Search

Conflict Management

Accrual Accounting

Automatic Billing

Accounting

For Legal Professionals

Configurable Workflow

Compliance Management

Two-Factor Authentication

Client Portal

Workflow Management

Email Management

File Sharing

Reminders

Time & Expense Tracking

Customer Statements

Billing & Invoicing

Fee Calculation & Posting

Document Automation

Expense Tracking

Automatic Backup

Case Notes

Billing Rate Management

Cross Ledger Posting

Built-in Accounting

Secure Data Storage

Archiving & Retention

Microsoft Outlook Integration

Legal Case Management

Search/Filter

Employee Management

Invoice History

Online Invoicing

Invoice Creation

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Actionstep is offered across three pricing plans, outlined below. 
Express: $49 per user/per month billed annually
Practice Pro: $89 per user/per month billed annually
Practice Pro+ Accounting: $99 per user/per month billed annually


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