What's new in Actionstep? 

We've rounded up some of the updates made to Actionstep throughout November - from new Instant Support Chat to Banking Screen Update to Product Tours - there have been some really positive feature releases and updates.

Here are our product update highlights for this month:

  • Instant Support Chat
  • Banking Screen Update 
  • Product Tours 

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

Instant Support Chat

We've just released our new instant support chat to help solve your queries quicker. Simply click the green icon on the bottom right of your Actionstep screen and it will automatically put you in touch with one of our support team members.

Using chat for your support queries saves you time and lets us resolve your queries quicker:

  • No waiting on hold 
  • Support can see your firm details and which section of the product you are contacting them from
  • We can instantly share links to resources that assist with your query 

Find out more >>

See a sample of instant support chat below: 


Banking Screen Update

The banking screen has been updated with graphical representation of your bank accounts and also there are new ways to navigate to items related to banking. This is available to Enterprise users. 

Find out more >>

See a sample of banking screen below:


Product Tours 

Actionstep users will have noticed that we have developed a number of product tours within the system. Each tour gives you an overview of how a feature or section works within Actionstep and walks you through steps to configure it. You will see product tours popping up in all sorts of places but particularly for new features we introduce. 

Product Tours available: 

  • Document Versioning 
  • Banking
  • Matter Balance Report
  • Switch Matter Types 

Check out all our recent Product Updates

Recent Product Updates




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