Microsoft 365 for Law Firms
Microsoft Office 365 is beloved by law firms around the world, so integrate it with Actionstep. Keep productivity high with our matter management hub for law firms.
Stay on top of matters
Where email meets legal workflows
Sync your Outlook calendar to Actionstep
Connect your Outlook calendar to Actionstep so appointments and meetings show up instantly in Actionstep, and vice versa.
Assign emails to matters from Outlook
Keep track of all matter correspondence in Actionstep by simply searching for a matter by name or ID and quickly assign to your current email.
Add attachments effortlessly
Select files attached to your email and upload them straight to a matter in Actionstep, or attach files from Actionstep when composing emails.
View client contact details at a glance
View details about any client like phone numbers, addresses, and other details. This makes it easy to send an email to multiple recipients on a matter or access important information quickly during meetings.
Record time spent on a case
Take the guessing out of time spent working on a case and drafting emails. Add an Actionstep task and record time with one click. Just choose your rate, enter your hours, and save. We’ll take care of tracking the time you spend on a case so you can focus on the meaningful work.
Take notes on the fly
Add file notes to the assigned matter wherever you are. View and read through previous file notes to see the status on your matter in Microsoft or in Actionstep.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
