Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system.
N/A
Microsoft Entra ID
Score 9.0 out of 10
N/A
Microsoft Entra ID (formerly Microsoft Azure Active Directory or Azure AD) is a cloud-based identity and access management (IAM) solution supporting restricted access to applications with Azure Multi-Factor Authentication (MFA) built-in, single sign-on (SSO), B2B collaboration controls, self-service password, and integration with Microsoft productivity and cloud storage (Office 365, OneDrive, etc) as well as 3rd party services.
ActionStep is a powerful CRM and matter management tool. It provides many other good benefits too. For example powerful accounting and billing, time tracking and document management. Only in highly specific areas, like multiple many to many contact relations has it fallen short. But even in this highly specialized area, so many other benefits are provided that it hardly matters.
Definitely well suited for enterprise identity management. Just makes sense to use that tool because it's been the standard for so many years. Businesses that may not be ready for an enterprise level product might not be for them just due to cost. So there might be some more cost efficient and effective ways to perform the same tasks.
It addresses the issue of identity management very well with respect to putting in that multi authentication.
It can also support with respect to we can push these policies into another product that is not Microsoft, but it needs that SSO so we can have one account going into multi different accounts. I think that's the biggest pros and the easy use of Microsoft 365 also is one of those pros also in terms of administration.
ActionStep is difficult to setup. I suggest working with a consultant which increases cost.
Needs mobile app.
One of our practice areas, Property Law, request we have a many to many contact relation. ActionStep cannot accommodate this. However, no other software I have reviewed can do this either. ActionStep is the most robust that I have seen and comes closest to making this work.
Well, I'm an active ad admin, so there's a lot of features in active directory that Entra ID seems to be just adding now. We're kind of figuring out that the policies are different than Entra ID that they were in active directory and we're finding other products to do that, like Azure policy. Some things I'm used to seeing in identity products or like active directory aren't in Entra iID, but are doing good job of managing stuff that it does so far.
MSFT Entra ID has been essential for managing our geographically dispersed team. We're confident that it will scale with us as grow, and we'll be able to take advantage of additional security and ID management features as they become necessary. Being able to centrally manage our user access from anywhere with a small support team is such a relief.
Very easily usable. It could be easier to use. Implementation was kind of tricky. We do run a hybrid environment, so we're syncing a local active directory instance with Entra ID, so that could be a little tricky. But outside of that, if you're not running a hybrid deployment or a version of Entra ID usually, it's pretty straightforward.
I have not needed to engage support for anything at this time. I have been able to find the answers either online or in a knowledgebase. I tried to skip the question but it would not let me, so I rated a 9 based on other interactions with Microsoft support I have had
Make sure you use a good partner. Our implementation was a bit longer and more problematic than we expected. Our partner got it done, but, in my opinion, some of their inexperience and staffing issues were evident.
I have worked with a lot of software. Each one has a different focus. ActionStep is better at workflow and task automation that the items above, in my opinion. However, having gone through many different deployments, what really matters is identifying your key requirements and needs. Then evaluation software against those. Once you have your requirements and software, focus on using that software to fix issues in existing workflow. This, when compared with ongoing training, is what it means to invest in software. Simply purchasing ActionStep or any software without identifying needs, problems in workflow or an investment in training is not a good plan. Neither is comparing the vendors to one another without knowing all of your specific needs.
For us, it was a natural evolution of our use of active directory. As we went from on-premises to the cloud, this was an easy extension of our authentication infrastructure. We looked at other products from Oracle, so Oracle ID, Oracle Identity Management. We looked at pink credit for single sign-on. It was just everything was built into Entra ID. Both internal use cases and external ones.
Microsoft Professional Services' technical knowledge is appreciable as consultants design the solution as per customer requirements. Mapping of features per user specifications and assisting Customer IT engineers to implement so they can manage and administer the services.
I love the workflows that can be deployed for practice areas to ensure consistency. This has reduced new employee onboarding time and increased the speed at which we can complete matters.
Since ActionStep lives in the cloud, and we have O365 our firm is very mobile without spending lots of money in TS or other such infrastructure.
Creating the workflows is a bit complex, so this increases the overall cost and makes an ROI take longer. I suggest spending a bit more initially to get everything setup and working with a consultant to learn how to do this on your own during that initial setup.
I think it's had positive. It's enabled us to make authentication easier and more streamlined across the organization from frontline workers to back office workers.
It's allowed us to really adopt authentication policies and methods that suit that user and their work environment.
