TrustRadius Insights
Users of the software have found it incredibly helpful for automating case management and saving time. The system serves as a repository …
Overview
What is 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.
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What is 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.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
What is Clio?
Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
What is eIMMIGRATION by Cerenade?
Cerenade's eIMMIGRATION is a legal practice management software in the immigration space. eIMMIGRATION is cloud-based and offers Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times…
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Actionstep Demonstration
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Product Details
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What is Actionstep?
Actionstep Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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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.
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.
Reviews
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December 28, 2017
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.
- 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 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.