Your Firm, Your Way 

Work within Actionstep, Outlook, Word, at home, in the office, at court and on any device you choose.

Unlike traditional practice management software, Actionstep gives you the ability to create unlimited matter workflows and templates, while providing full visibility across every practice area within your firm. Law firms love the deep customization Actionstep gives them, allowing them to run their firm exactly how they want to, not the way other programs think you should.

CRM (Client Relationship Management)

  • Client intake
  • Existing client information
  • Prospective client tools including initial contact information and follow-up dates

Matter/Case Information

Matters are customized for multiple areas of practice

Matter information includes

  • Case details
  • Contacts
  • Calendar
    • Appointments
    • Tasks
  • Notes
  • Email
    • Outlook integration

Accounting

  • Time Entry
  • Invoices
  • Billing
  • Trust Accounting
  • Conflict Check
  • Reports
  • QuickBooks Integration

DOCUMENT MANAGEMENT

Practice Management

Integrate Your Software

Dramatically Increase Productivity

What Clients are Saying