FAQs

Your data is stored securely online hosted by AWS. You can choose to have your data hosted in the USA, Singapore, EU, Australia, or New Zealand.

Actionstep takes data security very seriously and follows generally accepted best practices to ensure that your data is backed-up and protected against unauthorized access.

For more information on our security, click here.

Yes, Actionstep has completed a SOC 2® Type 2 examination conducted by an independent auditor. The SOC 2 (System and Organization Controls) is a framework developed by the American Institute of Certified Public Accountants (AICPA) that assessed evaluates an organizations controls relevant to security and other trust principles. The SOC2 Type 2 examination assess both the design and operating effectiveness of controls over a defined review period. It assesses whether controls are functioning as intended over time. 

Completing the SOC 2® Type 2 examination demonstrates Actionstep’s commitment to maintaining strong controls relevant to security. It supports law firms in meeting their own client security and vendor risk management requirements. 

The SOC 2® Type 2 report is a restricted-use document. It is available to customers and prospective customers under an appropriate confidentiality agreement (NDA) via our Trust Center.  

Yes, you can request a backup of your data and documents at any time. You can download your documents in their original formats (e.g. docx, pdf), and all other data will be available as spreadsheet files (CSV).

Yes, we routinely import data from a wide variety of existing systems. Generally speaking, if you can export your data to spreadsheet/CSV files then it can be imported into Actionstep. We also have some automated utilities for importing data from common systems.

Yes, Actionstep is 100% cloud-based so it runs on any computer with Internet access and a modern browser.

If your device has Internet access then you can connect to Actionstep using your device’s Internet browser. An iPhone/Android app is also available to download. This app allows you to view contacts, matter information and save Actionstep contacts to your phone. Calendars can sync with any device supported by Google or Microsoft Exchange.

No, once you have moved over to Actionstep there should be no need for you to run a local server.

Actionstep is a 100% cloud-based solution so you will need to be connected to the Internet to access your data. However, there are multiple ways to access the Internet, so even if your office connection is down, you can use your mobile phone’s hotspot or work from another location for a while.

No problem, just let us know one month in advance, and request a backup of your data.