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.

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.

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.

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.

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. 

Actionstep Product Update September 201926 Sep 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 September - from reporting, to bill fields, to the new admin screen roll-out - there have been some really positive feature releases and updates.

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

How to...Automatically generate new documents17 Sep 19

Categories: law practice management software, legal software

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.

See you at ALPMA Summit 2019?27 Aug 19

Categories: law practice management software, legal software

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.

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.

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.