Legal Client Management Software
Stand out from the rest by providing the best client experiences throughout the client lifecycle using Actionstep’s client management features, including automated workflows and communications, client portal, webforms, and more.
Create the best client experience with automated workflows
Always keep clients informed
Show prospects you value their business from the start
Never miss a thank you email or follow-up task for incoming clients. Using Actionstep’s client intake and ‘contact us’ webforms for your website that connect directly to our legal CRM software will help you notify prospects of next steps once they’ve submitted a form. Using webforms can help you measure and report on response times to improve efficiency, increase your client satisfaction, and prevent valuable leads from slipping away.
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Client CommunicationsWebforms
Capture important information from new business and existing clients directly from your website using Actionstep’s legal webforms.
WebformsContact Management
Handle client data management with precision. Actionstep’s robust client data management tools allow you to store, organize, and retrieve client information quickly and accurately.
Data Management
Maximize conversions of leads into paying clients
Proactively attract, engage, and retain clients using Actionstep’s powerful law office client management software and toolkit of automated workflows and task assigning to help you manage all client relationships. View lists to understand your expected cash-flow and highlight opportunities for your law firm.
Work more efficiently for your client
Simplify data entry by relating one matter to another in Actionstep. Take values that are applied from an original matter and easily transfer them to the newly created one saving you time to work on other important tasks.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
