Getting it done with ActionStep
ActionStep is web-based practice management
software with a unique focus on the tasks it takes to get your work
done. ActionStep presents your cases, participants and tasks in visually
compelling windows including Matter Overview and Steps for completion.
ActionStep is a complete law practice management
solution with document merge, email and document management, web forms,
billing, accounting and employee management.
Contact us to schedule a demo of ActionStep.
Your ActionStep Questions Answered
How do I share information between related matters in
The Related Matters feature in
ActionStep lets you view related matters from the Overview panel,
fill in common data when creating new related matters, and view File
Notes for all related matters in a single list. This article shows
how to use this feature:
Related Matters in
How do I make documents I’ve uploaded to ActionStep available
to my clients?
ActionStep’s Client Portal
lets you provide securely access for your clients. You add a login for
each of your clients so they can download and upload documents to
their file. You may also show
other information such as case progress and key dates. There is no
additional license fee for client access. This guide provides the
steps for setting up the Client Portal:
Portal Settings - ActionStep
What happens to email attachments in ActionStep?
First, emails coming into ActionStep will appear
in the email box for the matter. This happens when the matter number is
referenced in the subject line of the email. For example, id=233 in the subject line
will send the email to the email box of matter #233. The attachments will appear as links on
the email AND on the Documents list for the matter, in the Email Attachments folder.
How do I create a receipt for a payments in ActionStep?
ActionStep stores receipt information for general and trust payments received from your clients, but
receipt templates are not included with your database. Here are some sample templates, and instructions for
installing and using them. The templates are in docx (Word 2010 and higher) format. Feel free to modify them
for your purposes.
Sample receipts and instructions for installing and using them
TRUST Receipt - Blue Bar Style
TRUST Receipt - Table Style
TRUST Receipt - Slip Style
GENERAL Receipt - Blue Bar Style