LEGAL CASE MANAGEMENT SOFTWARE
Work Efficiently
Work more efficiently with tools, workflows, and tasks that can be automated and adapted to how your law firm and team operate best.
How Actionstep helps your law firm work more efficiently
Efficiency is essential to delivering top quality legal services and managing your firm’s workload. Actionstep’s comprehensive law firm management platform is designed to help you and your team streamline processes, manage tasks effectively, and automate administrative and repetitive work. From handling matters and client communication to document management and accounting, Actionstep empowers your firm to work productively and with focus.
Matter management for consistent case handling
Actionstep’s Matter Management tools ensure that every case is handled consistently and compliantly. By defining the steps, tasks, and data collection processes for each matter type, you can automate your firm’s approach and tailor it to fit your specific needs. This creates a clear roadmap for every matter, so your team knows exactly what needs to be done at each stage.
- Predefined matter-type steps and tasks
- Adaptable workflows for different matter types
- Ensure compliance and consistency across all cases
With a well-organized approach to managing matters, your firm can deliver high-quality legal services more efficiently while reducing risks associated with inconsistent processes.
Task management for smarter, intuitive workflows
Stay on top of client work and administrative tasks with Actionstep’s comprehensive Task Management tools. Easily assign tasks, track progress with checklists, set alerts for deadlines, and automate task completion to ensure that nothing falls through the cracks. Whether it’s client deliverables or internal firm management tasks, Actionstep helps you stay organized and focused.
- Task assignment and checklists
- Automated task completion and alerts
- Keep client and admin work on track
By streamlining task management, your team can focus on higher-value work, ensuring that deadlines are met, and tasks are completed on time, every time.
Workflow automation for firmwide consistency
Actionstep’s workflow tools enable your firm to automate administrative processes that would otherwise take up valuable time. These workflows can be adapted to reflect your firm’s unique way of working, ensuring that every admin task, step, and approval is handled consistently, and intuitively across the board. Automation reduces the learning curve for new team members and minimizes human error.
- Automate firm-specific processes
- Reduce manual tasks and boost productivity
- Ensure consistent workflow execution
With intuitively automated workflows, your firm can operate more efficiently, freeing your team to focus on strategic work rather than repetitive tasks.
Document management made simple
Efficient document management is critical to keeping your firm running smoothly. Actionstep’s Document Management system provides an organized, centralized storage solution for all client and matter-related documents. Easily save, search, and access files from one secure location, ensuring your team always has what they need at their fingertips.
- Centralized document storage
- Organized by matter, client, or task
- Quick access to critical documents
With all your documents in one place, you can reduce time spent searching for files and improve your firm’s overall efficiency.
Leverage document automation for faster production
Save time and improve the quality of your legal documents with Actionstep’s advanced, intuitive document automation solution. By using custom data collections and templates, your team can quickly generate professional, error-free documents without the need for repetitive drafting. This reduces the review cycle and helps ensure consistency across all your legal documents.
- Automated document creation
- Custom data collections and templates
- Reduce drafting time and errors
Document automation allows your firm to maintain high standards while speeding up the document production process, improving both quality and efficiency.
Seamless email management
Actionstep’s Email Management tools ensure that every email related to a matter or client is properly filed and organized. Keep track of communications, assign emails to matters, and ensure that important information doesn’t get lost in a cluttered inbox. By integrating email into your matter management system, Actionstep simplifies how your firm handles client communications.
- Assign emails to matters
- Organize communication history
- Streamline email workflows
With everything in one place, your firm can maintain a complete, organized record of client communications for greater clarity and efficiency.
Microsoft Office integration for maximum productivity
By integrating with the tools your team already uses, Actionstep ensures a smooth, uninterrupted workflow that saves time and enhances productivity.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
Why choose Actionstep for efficiency?
We believe the key to success is working efficiently. Our platform is designed to automate and streamline every aspect of your firm’s operations, freeing your team to focus on delivering outstanding legal services and client outcomes. With adaptable workflows, intuitive task management, and deep integrations, Actionstep ensures that your firm can work smarter, stay organized, and achieve more.
Start working smarter today, so your team can achieve greater success tomorrow.
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