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LEGAL DATA MANAGEMENT

Manage Your Data Security

Centralize and organize your law firm’s client data and important matter information in Actionstep’s secure data management system. 

Store your law firm’s data in one place 

Effortlessly manage all your firm’s data in one place. Actionstep ensures all your important information—from case files to billing records—is stored securely and accessible when you need it. With shared system data, your team can collaborate efficiently, reducing duplication of effort and ensuring consistency across your firm.

Manage client data at your fingertips 

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. Whether you’re managing complex cases with multiple clients or tracking detailed client histories, Actionstep’s intuitive platform ensures that you always have information when you need it.

Actionstep Conflict Check

Create custom data sets

Every law firm is unique, and so are your data needs. Create and manage custom data sets tailored to your specific practice areas with Actionstep. Whether it’s specialized client intake forms or customized reporting fields, our platform adapts to your workflows, not the other way around. Capture the data that matters most to your firm and leverage it for smarter decision making and better client experiences.

Pull reports easily 

When data is centralized, that makes it easy for your law firm to export data and create pre-built reports for unique insights into day-to-day details and strategic information about how your law firm is performing to help you manage and grow your business more efficiently. 

Reporting