ACTIONSTEP

What is it?
Implementation
Training
Matter Design & Automation
What is it?

Cloud Practice Management System.

CLOUD-BASED
No complex infrastructure, access your files from any device from anywhere without installing.

AUTOMATE MATTERS WITH WORKFLOWS
Create unique steps and tasks for each practice area, collect information, assign tasks and check-off actions

DOCUMENT AND EMAIL MANAGEMENT FEATURE
Provide staff with permissions to access documents, auto-assign emails from Outlook to the corresponding file, calendar sync, and quickly find any documents with advanced search.

BILLING AND ACCOUNTING
Fully integrate accounting and bookkeeping with workflow and trust accounting .

API and External reporting. 
Implementation

Our Implementation Process

Actionstep is a complex and highly customisable system. To get the most out of the system needs to be built around your requirements.


Our focus is to comprehensibly understand you requirements over several onsite sessions. Once requirements are gathered a bespoke system is built to provide out clients an edge over the competition.



Training

Training

Integration of a practice managment system is useless without the staff having input and fully understanding the value of a modern automated system.


Our focus is substantive onsite training with a focus on knowledge transfer.



Matter Design & Automation