The heart of Actionstep is the workflow management system. This very versatile system allows you to create templates for all different types of matters and personalise them to run the way you want them to – there is no need to change the established practices that work for your firm.
Actionstep allows you to assign tasks automatically, send emails and create documents and folders at set points within the timeline of your process. You no longer need to be concerned about whether essential steps have been skipped or forgotten.
Actionstep integrates seamlessly with Microsoft Office so that all your staff can work all of their Actionstep documents in Word, emails in Outlook and your diary in Outlook Calendar.
However, Actionstep is more than just a practice management system – you can run your entire office through it. The trust accounting is fully compliant with all NSW Law Society regulatory requirements; it has an Outlook interface that automatically allocates emails to matters; and can be used to manage staff, assets, marketing and even passwords. The timesheet system is fully integrated with the accounting so that all billable entries time appear up in the next billing cycle.