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Actionstep

Last Updated: October 20th, 2022


Actionstep Overview

Description

Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation.

Product Snapshot

Parent Company
Actionstep
Year Founded
2004

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
Contract Database Management
Access Controls
Audit Trail Tracking
Contract Analytics
Contract Metadata
Contract Repository and Database Management
Contract Repository Back-up and Recovery
Contract Search Full Text
Mobile Access to Contract Database
Contract Classification and Indexing based on user criteria
Contract Search by Classification, Indexing and Metadata
Offline Access to Contract Database
Contract Review
Monitoring and Analysis Post Execution
Contract Lifecycle Management
Contract Database Management
Contract Automation: Creation, Assembly and Drafting through signature
Contract Review, Monitoring and Analysis Post Execution
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Expert Systems and Decision Automation
Templates
Interviews
Conditional Logic Support
Branching
Client Portals
Messaging
Mobile App
Group Messaging
Client Reviews
Document Sharing
Task Assignments
Client Intake
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Matter Management
Contract Management
Transaction Management
timelines
Matter budgeting
Audit Trail Logging
Task Management
Litigation Management
Payment processing
E-check Payments
Recurring payments
Integrates with third-party platforms
Credit Card Payments
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
Lawyer-to-Client Marketplaces and Directories
Consultation Booking
Law Firm Profiles
Professional Profiles
Messaging
RFP Management
Lawyer Reviews
Matchmaking Services
Data Visualization
Custom Dashboards
Dashboard Templates
Timelines
Show more

Learning Resources

Videos


Product Snapshot

Parent Company
Actionstep
Year Founded
2004

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