role: Practice managers
Empower Your Practice Management
Seamlessly manage your team’s workload, productivity, and client deadlines while staying within matter budgets. With intuitive automation, task management tools, and custom workflows, Actionstep streamlines daily operations, ensuring your firm runs efficiently and meets its goals.
Law firm software for practice managers
As a practice manager, your role is at the heart of your law firm’s success. You’re responsible for managing your team’s workload, monitoring productivity, meeting client deadlines, staying within matter budgets, and ensuring the ongoing development of your team’s skills. Actionstep is designed to support the complexities of your role and help you solve the daily challenges you face. With time-tracking prompts and tools, matter workflow definition, task management tools, custom templates and document automation, client engagement tools, productivity reporting and intuitive automation throughout, our platform provides the tools you need to keep your team on track and your firm running smoothly.
Improve team workload and productivity
Managing a team’s workload and understanding their productivity is critical to your role as a practice manager. Our software gives you the ability to assign tasks, monitor progress, and adjust priorities in real time, ensuring that your team stays aligned with firm goals.
With detailed utilization and productivity reporting and task management features, you can easily allocate resources, track deadlines, and identify bottlenecks that impact productivity. By centralizing all the aspects of your teams work in Actionstep, you can ensure that everyone is working efficiently and effectively, meeting client expectations, and contributing to the firm’s overall success.
Adapt workflows to create new standards
Making sure client work is delivered to the highest standards, while ensuring matters are efficient and consistently handled is how you delight clients and drive profitability at your firm. Actionstep allows you to define and adapt matter and administrative workflows based on practice type, client preferences and your firm’s ideal ways of working.
This means you can set standards – ensuring your team follows the right steps to stay compliant and on-track – without having to control every detail of a matter or administrative process. Establishing process workflows across your practice and firm also helps new team members to onboard faster and understand expectations.
Ensure client deadlines and matter budget compliance
Meeting client deadlines and staying within matter budgets are key responsibilities that directly impact your firm’s profitability and reputation. Our platform offers robust matter management and financial tracking tools that allow you to monitor progress against deadlines and budgets in real time.
With intuitive dashboards and customizable reports, you can quickly identify matters that are at risk of running over time or budget and take proactive steps to address issues before they become problems. Our time tracking and billing features ensure that all billable hours are captured accurately, helping you manage costs and maximize revenue, while also providing clients with transparent and timely billing that builds trust.
Support team development and skill enhancements
Developing your team’s skills and ensuring their ongoing growth is essential for maintaining a high-performing firm. Our software includes features that help you oversee your team’s progress and identify opportunities for skill development. With tools for tracking task completion, reviewing work quality, and providing feedback, you can support your team in honing their skills and meeting their professional goals. Our document management and automation features also reduce the manual burden on your team, allowing them to focus on more complex and rewarding tasks that drive their development.
By providing your team with the right tools and support, you can foster a culture of continuous improvement that enhances both individual and firm performance.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
Key features
