How to...Automatically generate new documents17 Sep 19

Categories: law practice management software, legal software

photo-1450101499163-c8848c66ca85

Document Assembly & Template Creation 

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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See you at ALPMA Summit 2019?27 Aug 19

Categories: law practice management software, legal software

2019 ALPMA Summit Banner

Looking forward to the ALPMA Summit 2019!

We are getting very excited about being back at the ALPMA (Australian Legal Practice Management Association) Summit - this year as Digital Partner!  We love the theme this year: Road Map to Transformation – Move Forward with Confidence. Transformation is a topic we talk about a lot with our customers, because we see how law firms use our practice management software to evolve their processes, automate how they work and optimise their firms by leveraging Actionstep's custom workflow and automation features. With the legal sector changing so rapidly, these step changes help firms build greater efficiency into their practice, stay ahead of market trends and transform their firms into future-ready businesses.

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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.

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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. 

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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.

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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.

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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. 

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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.

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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. 

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Lawyers Conveyancing Australia boosts client experience with Actionstep30 May 19

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

Lawyers Conveyancing Australia tells us how Actionstep powers their practice, builds a strong client base and simplifies how they manage their business.

Peter Mericka, Principal Lawyer at Lawyers Conveyancing Australia, saw that client behaviour was rapidly changing in line with our increasingly online work and home environments. Potential clients research and find lawyers online, they like to communicate informally, they want information quickly and they ask to be updated regularly on progress.

To stay ahead of these changes, Peter wanted a system for his law firm that allowed a smooth transition from online search to happy clients - taking the pressure off his team in relation to client administration and communications.

He identified Actionstep as the practice management system that truly embraced the online, cloud-based environment we live in, as well as having all the capabilities his team needed to manage their clients and work efficiently.

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