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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.ActionStep - An assembly line for legal!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.,9,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
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Actionstep
2 Ratings
Score 8.7 out of 101
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Actionstep Reviews

Actionstep
2 Ratings
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Score 8.7 out of 101
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December 28, 2017

Review: "ActionStep - An assembly line for legal!"

Score 9 out of 10
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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.
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.
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About Actionstep

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.

Actionstep Technical Details

Operating Systems: Unspecified
Mobile Application:No