ActionStep is a good fit for firms looking for a customizable workflow process to manage your practice. It’s also great for highly organized document management and full accounting. However, it’s probably not a good fit if you’re looking for a very basic practice management software.
More About ActionStep
ActionStep is a robust practice management system that boasts a lot of features needed by small firms. You can manage both front-of-house and back-of-house with this program, covering everything from accounting and billing to email and document management. Their accounting software can replace any software you may be using now, as it includes check printing, cash and accrual options, sales tax, templates, and much more. Their client billing features allow you to take payments, bill by time or a fixed rate, track expenses, and more. You can also fully manage trust accounts. Their trust accounting tools, reports, and controls help you navigate strict rules and stay compliant. Communicate with clients via their secure client portal where you can send secure documents, chat in real-time, and more. Each matter has its own email inbox and outbox so that you can easily keep track of all correspondence within the matter. If you prefer using Gmail or Outlook, you can integrate your account to stay on top of file notes, tasks, documents, and more. Document management is built right into each matter, so you can save documents locally within the matter file as opposed to saving them in a separate document folder. Your files are automatically backed up on ActionStep. You also have the option to integrate with Box, Dropbox, or Google Drive to save your files. Although their mobile app doesn’t grant you full access to all of ActionStep’s features, you can track time, file notes, access matter details, and more.
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ActionStep was founded in 2004 and is headquartered in Auckland, New Zealand.