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.
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Microsoft Entra ID
Score 8.9 out of 10
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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.
It is especially good for organizations that are otherwise in the Microsoft ecosystem (Microsoft 365 applications). Microsoft Entra ID is really well supported sign-in method in various SaaS-applications and they often have step-by-step guides how to deploy the SSO with Microsoft Entra ID. It's less suitable for organizations that might use other productivity tools than M365 or do not have Windows-based computers.
Single Sign-on helps ease the user experience, allowing users to avoid typing multiple passwords.
The identity and management are straightforward to use and easy to connect to other applications, as well as third-party applications.
The support of remote work. Nowadays, many people work from home and need to access their accounts. Microsoft Enterprise ID gives secure access to the company data.
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.
Probably the most primary thing is just the interface itself. It's frequently changing and so oftentimes we kind of have to go back and redocument our processes for our IT staff because the steps that they would take to perform a task one month. Now it's a totally different staff, new dashboard, even a new name for the product or the feature. So it would be nice if that stuff was a little bit more consistent.
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.
I mean it's pretty good. It is click, click. I mean, oftentimes I can go to the expert or layer two support to get help. Suddenly I go to them. So it has to be pretty useful to be honest. I do a lot of, and there's a lot of, you could do research quickly online to find out how to do certain things. I think that's the only thing we can improve to in terms of kind of a best practice path is setting up it. But because I'm it profess of tons of years in co-management services, I can figure it out. But for others they may not be able to figure it out. You still need an IT person of course to translate all of that. But to me pretty straightforward. I come from the days of directory from 2008, 2000, Microsoft server 2000.
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.
We've used other Microsoft products and we've also used some standalone products, like each application you can have its own identity, so we've looked at some of those too, but we try to use the Entra ID as much as possible because it offers a wider range of reliability.
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.
