Customer Story: ByTheRules Conveyancing Develop Franchise Law Business Model with Actionstep22 Aug 19

Categories: legal software, legal case management software, cloud legal software, Office Online Integration, client communication, reporting, practice management, Workflow, Virtual law, franchise

Bytherules explains how they built a rapidly growing conveyancing business, using Actionstep to enable remote working & consistent delivery quality.

Managing Director, Chris Collinge at By The Rules (impossibly easy conveyancing) Australia specialise in property conveyancing. The firm has expanded using a franchise model to grow rapidly throughout Australia and other locations. Bytherules chose Actionstep as their technology platform to enable the remote working capabilities central to their model and unlock their potential to growth & expand their firm.

Chris Collinge, Managing Director of Bytherules Conveyancing explains: "Once we decided that we wanted to grow geographically, we needed a platform to allow us to do that. We found Actionstep and never looked back!"

How to...Set Role Permissions20 Aug 19

Categories: law practice management software, legal software

Total Clarity on Who Sees and Does What: System Role Permissions

Our How to... series gives practical tips and step by step guides on how to do lots of different things in Actionstep. We develop these based on the queries raised by customers with our support team.

Customer Story: Actionstep is at the core of what we do13 Aug 19

Categories: client communication, practice management, Elder law, Estate Planning, Process Automation, Workflow

Elder Law of East Tennessee Uses Actionstep to Increase Firm Value

The team at Elder Law of East Tennessee talk about using Actionstep to increase firm value, create new revenue streams and support a successful succession plan.

Feature Spotlight: Custom list views12 Aug 19

Categories: law practice management software, legal software, reporting, custom list views

Greg 💚 Custom List Views

Custom List Views: Real time practice reports, in custom formats 

Nominated by Greg Sando, Director of WorkCloud Solutions one of Actionstep's Australian partners, our latest Feature Spotlight gives you amazing insight into how your practice is doing: Custom list views. 

Feature Spotlight: Client Portal12 Aug 19

Categories: law practice management software, legal software, client portal, client communication

James 💚Client Portal

Keep clients up-to-date & take pressure off your inbox

Nominated by James Shorey, Customer Growth Team Lead at Actionstep UK, our latest Feature Spotlight is a much-loved gem by our customers as well as their clients: the Client Portal.

This Is Not a Trick Question - Are All Cloud Providers in the Cloud?06 Aug 19

What are the business benefits of being fully in the cloud?

If you are looking at cloud-based software for your law firm, you have no doubt researched and found many options and providers for managing your law firm in the cloud. But how can you be sure the systems you are considering are fully cloud-based? (And does it really matter?)

Using Actionstep with Billing and Trust Accounting Only25 Jul 19

Categories: legal billing, legal billing software, law practice management software, legal software, cloud legal software, trust accounting, Billing / Trust Accounting Only

Actionstep Product Update

New option to use Actionstep without integrated general ledger accounting 

Billing and Trust Accounting are fundamental parts of running a law firm but because they can affect your accounts, Actionstep used to require you to setup your whole accounting system before you could do either. That has changed with our recently released Billing / Trust Accounting Only option.

New Office Online Integration05 Jul 19

Categories: law practice management software, legal software, cloud legal software, Office365 Integration, Office Online Integration

Actionstep Product Update 

New Office Online integration 

Actionstep's new online Office Integration allows users to access Word, Excel, and Powerpoint files stored in Actionstep from Office's cloud-based versions of the Office Suite. This functionality is designed to make editing and collaborating on Actionstep documents even easier. 

7 questions to help you decide which practice management software to choose for your law firm04 Jul 19

Categories: law practice management, law practice management software, compare legal practice management software, legal case management software

Choosing software to help you run your firm and manage your client work takes time and research.

Making document management easier for Actionstep’s Mac users27 Jun 19

Categories: law practice management software, cloud legal software, Office365 Integration

Actionstep Product Update

Getting work done in Microsoft Office is a crucial part of millions of people’s jobs & daily lives - ourselves included. That’s why we all breathed a sigh of relief at Actionstep when we released a new Office365 integration for Mac users. This means our Mac users can more easily manage documents in Actionstep.