Outlook add-in for Office 365
Actionstep gives law firms the freedom and tools to evolve and grow.
Outlook is where we spend the most time working each day. With this comprehensive Outlook add-in for Office 365, Actionstep has brought everyday matter & practice management functionality right to your inbox. So you’ll get control of your inbox, streamline administrative processes and eliminate data entry duplication.
Make inbox management effortless with smart filing suggestions based on context and recent activity. Our AI intuitively suggests the right matters to file emails and documents, keeping your cases organized without the hassle. Plus, quickly assign contacts to matters within Actionstep based on past communications, streamlining your workflow so you can stay focused on what matters most.
This is the most comprehensive Outlook add-in for law firms. Stay in Outlook while you:
- Get control of our inbox – bulk assign emails, attachments and email threads to matters
- Create new contacts & edit existing contacts
- Keep matter files updated in real-time with relevant documents, file activity & notes
- Stay on top of matter tasks – review, update & assign tasks
- Keep track of time & assign it to matters
- Automatically keep clients informed of matter developments
This add-in reduces the productivity loss of moving between systems and improves the quality of the data in your practice management system, because real-time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device.
Installation
Please refer to the help centre article found here