Name: Actionstep
Rating: 8.4 (2 reviews)
Author: Actionstep

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Streaming Analytics

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Crypto Asset Management

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Debugging

Edge Computing

Event Monitoring

Fraud Detection

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Packet Analyzer

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

WAN Optimization

Web Content Filtering

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales

Microsegmentation

Security

Animal Shelter

Animation

Computer-Aided Design (CAD)

Construction Management

Debt Collection

Tax Practice Management

Vertical-Specific

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### Law Practice Management
User opinions vary greatly regarding Actionstep's law practice management capabilities. While some users praise the software for its intuitive and user-friendly interface, others express frustration with its search functionality and limitations in contact management. The ability to customize workflows and track time contemporaneously are highlighted as key strengths, but issues with pricing structures and billing system complexities have led some users to consider exploring alternative options. Despite its mixed reviews, Actionstep continues to be recognized for its potential in enhancing law office operations.

### Case Management
Reviewers seem divided on Actionstep's case management features. Some users praise the system for its ease of use and accessibility to client information, allowing for quick status updates on cases. However, others express frustration with the system's search functionality, citing difficulties in locating documents and contacts efficiently. Additionally, concerns are raised about the system's costliness compared to other options in the legal field, prompting some users to explore alternative solutions despite the positive aspects of Actionstep's case management capabilities.

### Time and Task Management
Users consistently praise Actionstep's time and task management capabilities. They highlight the software's effectiveness in helping them track their time better, assign tasks efficiently, and manage their schedules with ease. The ability to stay organized and on top of deadlines is a common theme among reviewers, with many expressing satisfaction in how Actionstep streamlines their workflows and ensures they do not miss any steps in complex transactions. The positive feedback indicates that users find Actionstep's time and task management features to be a valuable asset in enhancing their productivity and efficiency.

### Document Management
Users generally praise Actionstep's robust document assembly and storage capabilities. However, there are mixed opinions regarding the effectiveness of its document search functions and document generation abilities. Some users find the search feature to be inadequate, hindering their ability to efficiently locate and manage documents. Additionally, limitations in document generation and data import/export functionalities have been highlighted as areas for improvement. Despite these challenges, users appreciate the software's customizability and ease of use in organizing documents and correspondence within their law firms.

### Client Relationship Management (CRM
Users have expressed frustration with Actionstep's client relationship management (CRM) capabilities, particularly highlighting issues with the search functionality and contact management. The software's limitations in efficiently searching for documents and contacts have hindered users' ability to effectively manage client information. Additionally, concerns have been raised about the lack of flexibility in updating and correcting client profiles, impacting the overall user experience with the CRM features of Actionstep.

### Legal Document Assembly
Users have expressed mixed opinions about Actionstep's legal document assembly capabilities. While some users appreciate the ability to add forms with merge fields and generate documents efficiently, others find it challenging to format documents initially. The specific merge fields required can be tricky to master, but once understood, the system works effectively for document creation. Despite some initial hurdles, users acknowledge the value of Actionstep's legal document assembly features in streamlining document generation processes within their practices.

### Billing and Accounting
While some users appreciate the efficiency of Actionstep's billing and accounting features, others have expressed concerns about certain aspects. Users have highlighted issues such as the complexity of setting up billing templates, challenges with trust accounting integration, and difficulties in automating billing processes. Additionally, there have been mentions of a steep learning curve and ongoing glitches in the billing system that impact the work of accounting professionals. The cost of the system has also been a point of contention, with users mentioning recent price increases and the need to explore alternative options.

### Workflow Automation
While users appreciate Actionstep's robust workflow automation capabilities, there are mixed opinions regarding its ease of use and learning curve. Some users find the customizable workflows beneficial for maintaining consistency in work processes, while others express challenges in fully utilizing the software's potential due to complexities in implementation. Despite the positive aspects of workflow automation, there seems to be a need for further improvements to enhance user experience and maximize the software's efficiency in streamlining tasks.

### Pricing and Cost Management
Users have expressed frustration with Actionstep's pricing model, citing significant price increases over time and a recent introduction of a minimum monthly charge that lacks flexibility for smaller firms. The sudden shift in pricing structure has led some users to seek alternative service providers due to the perceived lack of transparency and responsiveness from Actionstep. Despite these challenges, some users still acknowledge the software's utility, highlighting a mixed sentiment towards the platform's pricing and cost management strategies.

User-Friendly Interface: Many users have praised the software for its user-friendly interface, stating that it is intuitive and easy to navigate. Some reviewers specifically mentioned that the calendar feature is particularly helpful in keeping track of tasks and deadlines.

Customization Options: Several users appreciated the level of customization offered by the software. They mentioned that they were able to customize matter templates, document assembly tools, and workflows according to their specific needs. This flexibility allowed them to tailor the software to fit their firm's unique requirements.

Workflow Automation: The workflow automation feature has received positive feedback from multiple reviewers. Users found it helpful in streamlining their day-to-day operations, ensuring tasks are completed efficiently, and reducing manual work. They appreciated being able to automate repetitive tasks and create workflows that matched their practice areas' requirements.

Difficult to Understand Reports: Users have found the reports in Actionstep difficult to understand, with some fine nuances that haven't been explained anywhere. This lack of clarity makes it challenging for users to make accurate comparisons.

Limited Ability to Update Client Profiles: Some users have expressed frustration with the inability to update or correct certain information in client profiles, such as adding titles or names. This limitation hinders users from maintaining accurate and up-to-date client information.

Steep Learning Curve and Customization Process: It takes time for users to get used to the software and customize it according to their specific needs. Users have emphasized the importance of spending significant time using and configuring Actionstep properly.

Users of the software have found it incredibly helpful for automating case management and saving time. The system serves as a repository for storing matter documents and communications while also managing workflows and ensuring consistency of work. This has led to increased productivity, service delivery consistency, and profitability for users. Additionally, the software provides operational visibility of the business, eliminating the need for spreadsheets and allowing for streamlined workflows and efficient tracking of open cases. Users appreciate the ability to easily create precedents, reducing risk exposure. Integration with AML systems has been particularly beneficial for lawyers, saving them time and effort. Overall, users have enjoyed using the software and have not encountered major problems, finding that it fits their needs well.

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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Neos is a cloud-based legal case management software used to customize and automate workflows while managing all case-related documentation and data.

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Actionstep

Law Practice Management

Actionstep Demonstration

Likelihood to Recommend

Amicus Attorney by CARET

Time Matters

Actionstep 2017-12-24 04:11:45

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Difficult to setup

Mobile app

Simple tasks

Access from anywhere

Custom fields

Create custom fields

Home

Law Practice Management Software

ActionStep is for us as a matter management software. It automates workflows, provides a client portal, manages billing, and is a CRM. It is deployed throughout the firm and, because it's cloud-based, provides mobility. Through its interface, we can manage matters easily and consistently. It helps maintain structure across different practice areas and makes sure we don't forget anything.

The workflows are great to automate simple tasks like notifying people when an engagement letter is signed.
Mobility. Because it's in the cloud it's easy to access from anywhere.
The scratch pad is a good way to take quick notes.
ActionStep lets you create custom fields so you can make sure the data you need is collected.

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.

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.

Clio, Amicus Attorney and LexisNexis Time Matters

Amicus Attorney, LexisNexis Time Matters, Clio

Actionstep

Overview

What is Actionstep?