Legal Marketing and Business Development Software
Leverage Actionstep’s powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Law firm marketing and business development software that helps you reach your growth goals
Easily manage and coordinate marketing campaigns and business development activities within Actionstep’s comprehensive law firm management software.
Define your business development goals and manage all your marketing campaigns and related activities, set budgets, timeframes, and expected results. You can follow a workflow, set marketing tasks, store campaign file notes, emails, and documents, and link actual expenses to each marketing file. Campaigns are linked to matters and clients, so you’ll always understand what activities lead to results for your firm.
Understand and build your firms best sources of business
Actionstep’s referral tracking functionality allows you to track, report on and make decisions to reward or invest further in your best sources of business. We know referrals from current clients, your business network and other advisors are the lifeblood of your firm’s new business. With Actionstep, you’ll make sure those sources are understood and protected.
View marketing and business reports and lists
Actionstep’s list views allow you to see all your marketing campaigns and business development activities at a glance, along with key information such as current stage, ROI, last activity date, and much more.
Track your return on marketing and business development initiatives
When prospective clients are added to Actionstep, you can enter the marketing or business development activities that brought the lead in. Knowing which marketing activities gave rise to each client, Actionstep can report on the actual income received against the actual costs for the marketing activities and in turn, give you an accurate report on your return on investment (ROI).
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
