How to...Auto-assign tasks13 Nov 19

Categories: law practice management software, legal software

Auto-assigned tasks

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.

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How to...Create and use Matter Templates13 Nov 19

Categories: law practice management software, legal software

Creating & Using Matter Templates 

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.

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How to...Share your calendar with other users13 Nov 19

Categories: law practice management software, legal software

Sharing your Calendar 

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.

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Feature Spotlight: Advanced Search06 Nov 19

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

Duncan 💚's Advanced Search 

Advanced Search: perform advanced searches within Actionstep using keywords 

Nominated by Duncan McDougall, Product Adoption Leader at Actionstep, our latest Feature Spotlight helps you find exactly what you need in Actionstep. 

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Actionstep Product Update October 201901 Nov 19

Categories: "global law practice", law practice management, law practice management software, legal software, cloud legal software, legaltech

What's new in Actionstep? 

We've rounded up some of the updates made to Actionstep throughout October - from Document Versioning, sorting matter types, deleting bill templates - there have been some really positive feature releases and updates.

Here are our product update highlights for this month:

  • Document Versioning 
  • Report Overview screen
  • Full list of system improvements and releases

Check out Our Product Support Centre for a full list of all release, updates and bug fixes.

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Actionstep releases LawCare Add-on on World Mental Health Day 201910 Oct 19

Categories: law practice management, legal software, Office Online Integration, practice management, Process Automation, Workflow, legaltech

LawCare Add-on

At Actionstep, our aim is to simplify the way lawyers work and give them the headspace listen, engage and make a difference to clients, everyday. In recognition of World Mental Health Day, Actionstep has released a Staff Management & Wellbeing Add-on, in partnership with LawCareThis free tool gives law firms access to LawCare’s full library of well-being factsheets and mental health helpline contact information within the Actionstep platform. Promoting a range of awareness and wellbeing topics, managers can use this toolkit to support their staff within the sometimes stressful, fast-paced legal environment.  

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How to...Reconcile your trust accounts (client accounts)09 Oct 19

Categories: law practice management software, legal software, trust accounting

Trust Account (Client Account) Reconciliations

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.

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How to...Create web-forms09 Oct 19

Categories: law practice management software, legal software

Web-Form creation & how to use them 

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 regular queries raised by customers with our support team.

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How to...Switch matter types07 Oct 19

Categories: law practice management software, legal software

Using the switch matter type tool

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.

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Feature Spotlight: Password Manager App01 Oct 19

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

Ted 💚 Password Manager App

Password Manager App: Manage all your passwords

Nominated by Ted Jordan who is the CEO at Actionstep, our latest Feature Spotlight helps you to manage all the passwords in your business. 

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