Manage new and existing clients through our range of Customer Relationship Management tools. Setup and give them access to their own Client Portal.
Follow a prescribed workflow, add file notes, send emails and book appointments in your calendar. Automate tasks, messaging and document generation.
Setup an unlimited number of accounts. Invoice for fixed fee or time billing. Manage trust accounts. Report on everything.
Actionstep is a cloud based web application for Mac or PC. No need to worry about backups, upgrades or expensive servers. You just need a computer with a browser.
Actionstep or Consulting Partner offer dedicated email and phone support to answer all your questions within the shortest time possible. We’re committed to world class support.
Our range of installable apps and plugins give you access to expert resources and the power of applications such as HotDocs, Google Mail, Microsoft Office & Xero.
When it comes to editing, calendar, email, Microsoft Office is the #1 tool to get it done
Use Actionsteps plugin for Microsoft Office to connect both systems allowing you to access and edit files in Actionstep without leaving your Office software
Allow your Outlook to synchronize with your Actionstep, meaning any changes made in one is reflected in the other
When you create a matter, you can specify what type of matter it is (for example – litigation or estate planning). Each matter type has a specific workflow to guide your staff through a series of steps. The workflow automates certain actions at each step such as sending out email, assigning tasks, and prompting users to enter data. Workflow significantly increases the productivity and quality of work produced by your firm. You can easily customize the workflow to suit your needs.
All you need to run Actionstep is a modern web browser and a reliable Internet connection. No local servers or special equipment required. Your data is automatically backed up for you, and you can get a full copy of your data and documents anytime you like. Security and data sovereignty are taken very seriously, and you can choose from a variety of data centers across the world.