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Automate Your Client Experience and Workflow with Actionstep

As a client-focused business, many attorneys only earn based on billable hours. Your day-to-day as a lawyer may include talking with clients, client intake, billing, collection, practice management tasks, and maybe, just maybe, finding time in your day to research and write that brief. Unfortunately, those non-billable administrative tasks are often those that take up most of your time. This is where workflow automation, and Actionstep, can help. 


From client onboarding and scheduling to document generation and billing, there are many opportunities to keep your firm’s work flowing with automation, allowing you to service your client and attract new ones more efficiently. Workflow automation removes room for human error related to duplicate data entry, creates a better client experience, improves communication and transparency between you, your staff, and your clients, and helps you grow your business without breaking the bank.

Actionstep’s workflow automation runs through all its features including CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and much more. You’ll be able to create tailored workflows to automate data collection and entry, assign tasks, and make sure everything is checked off before moving to the next step. This gives everyone in your firm a roadmap, ensuring everything goes according to plan.

Take client intake as an example. A typical workflow for this could include a prospective client contacting your law firm on your website, someone contacting the prospective client, scheduling an initial consultation, meeting with that client, then generating a fee agreement. 

Using Actionstep, you can automate your client intake process by using a webform that can automatically populate a database with client information, instantly create and send a personalized email to the prospective client once the form is completed, generate a task for someone to contact the potential client, and even generate a fee agreement after the consultation. All you need to do is meet with the client. 

With workflow automation, you are in control of how things are done without having to control every little thing and are able to be more efficient without cutting corners. By defining your workflow, from client intake to closing the file, you’ll be able to transform much of that administrative work into an automated process, giving you space in your day to focus on higher value client and operational activities.  

How to Get it

To learn more about Actionstep or to sign up for a free demo, visit today!

Put your clients at the center of everything you do

Exceptional client service differentiates your firm from the next. At Actionstep we create software that enables you to run your firm AND delight your clients.

We know the lawyer-client relationship is fundamental to keeping clients happy and coming back. However, no one person can control client experience in its entirety—it is a firm-wide endeavor. Client experience is made up of 100s of touchpoints throughout the client’s journey with your firm. From the first response they get from an inquiry form or calling your reception desk, to case updates or the ease of access they have to case files.

The Challenge:

The challenge is how you and your team keep up with client expectations for each of these touchpoints. Especially when service expectations are getting higher all the time. Regardless of whether it’s a delivery service, a streaming service or a professional service—clients know what good service feels like.

This means law firm clients aren’t just comparing the service they get from you as a lawyer with service they could get from another lawyer. They compare the service they get from you to ALL the services they receive in their lives. How do you make sure every interaction and communication your client has with your firm adds up to exceptional client experiences?

The Solution:

Actionstep puts your clients at the center of everything you do at your firm. It is a complete practice management system with the flexibility to support your ideal processes across every aspect of client intake, matter & task management, document assembly & storage, client communications, billing, and much more. Using workflow to organize and automate activity across all these functions, Actionstep puts you in control every step of your client’s journey with your firm, without having to manually control every little thing.

With Actionstep you can ensure your clients receive consistent levels of service and excellent experiences, regardless of who they engage with at your firm.

See how Actionstep can transform your clients’ experience: Learn how today