Legal Workflow Automation Software
Take control of your firm’s operations with Actionstep’s legal workflow automation software. Automation puts you in control of how tasks get done without having to manually control every little thing. Streamline your most frequently used processes across CRM, matter management, legal accounting, document assembly, time tracking, billing, marketing, and more. With our intuitive automation you can focus on what matters most—your clients.
Workflows powered by intuitive automation
What is intuitive automation?
By implementing IA into your law firm, your workflows will help your team provide faster case initiation and processing, enhance data accuracy and consistency, improve client satisfaction and loyalty, and increase staff productivity and resource optimization.
Adapt and automate workflows to how your firm operates
Create new matters with ease
Start every new matter with confidence. Easily create new matters by choosing from a customized list of matter types, ensuring you follow your firm’s best practices every time. Actionstep adapts to your processes, making matter creation quick and consistent.
Seamless workflow management
Never worry about missing a critical step. Set up default workflows that guide each matter through the necessary steps, assigning tasks, setting deadlines, and ensuring every detail is covered.
Clear task assignment and tracking
Assign tasks and monitor progress with ease. Actionstep’s filters and views help you and your team stay on top of what’s done and what’s coming next, keeping your firm’s work on track.
Timely alerts and notifications
Stay informed without the hassle. Get alerts for key tasks, reminders, and updates via text or email, ensuring you’re always in the loop.
Achieve compliance with confidence
Ensure every task is completed to the highest standard. With Actionstep’s workflow automation software for law firms, compliance becomes a natural part of your process. Our automation software collects all necessary information and checks off each task before moving forward, giving your firm a reliable path to follow.
Simplify matter management with automation
Automation isn’t just about efficiency—it’s about empowering your firm to deliver better results. Actionstep’s powerful legal workflow management software keeps your team in sync, automatically assigning tasks, updating clients, scheduling deadlines, and more. With everything running smoothly, you can focus on delivering outstanding legal services.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
