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Legal Workflow & Process Management

Elevate Your Practice Management 

Deliver exceptional legal services with Actionstep’s Workflow & Process Management tools. Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.  

Adaptable workflow and processes

Tailored specifically for law firms, Actionstep empowers you to streamline your operations, enhance client satisfaction, and drive growth.  

Automate routine tasks 

Free up your team to focus on higher-value work by automating repetitive tasks like document generation, client communications, and matter updates. Actionstep’s automation capabilities ensure that nothing slips through the cracks, reducing the risk of errors and missed deadlines. 

Adapt workflows to how your firm operates

Every law firm is unique. With Actionstep, you can adapt workflows to fit the specific needs of your practice areas. Create and modify workflows that align with your firm’s processes, ensuring consistency and compliance across all cases and matters.

Improve collaboration and communication

Keep everyone in the loop with automated notifications and task assignments. Actionstep’s Workflow & Process Management tools enable seamless collaboration among your team and clients, reducing bottlenecks and ensuring that everyone is on the same page. 

Gain visibility and control

Monitor progress, track task completion, and identify potential bottlenecks with real-time reporting and analytics. Actionstep provides you with the insights you need to make informed decisions and optimize your firm’s operations. 

Oversee Your Firm

Enhance the client experience

Deliver a consistent and professional client experience by ensuring that every interaction follows a standardized process. From initial intake to case resolution, Actionstep helps you maintain high levels of client satisfaction.

Delight Clients

Scalable solutions that grow with you

Actionstep scales with your business. As your firm grows, our solutions evolve to meet your expanding needs. Never outgrow a tool again.

Grow Your Firm

How it works

Set up workflow automation in you law firm for more efficiency and better outcomes.

1. Map your process
1. Map your process
Identify key processes within your firm and map them out within Actionstep. Our intuitive interface makes it simple to visualize and tailor workflows to your firm’s needs.
2. Automate and assign tasks
2. Automate and assign tasks
Leverage automation to assign tasks, set deadlines, and trigger notifications. Actionstep ensures that the right people are handling the right tasks, at the right time.
3. Monitor and optimize
3. Monitor and optimize
Use Actionstep reporting to monitor performance of various practice areas, team members, and matter progress. Keep track of workflow performance and adjust as needed to maintain and enhance the efficiency of your law firm.