Actionstep Implementation
A new level ofpractice management
Transform your daily workflows, enhance productivity and elevate your client service with leading practice management software. We can support seamless implementation that serves your needs, solves your challenges, and enables you to implement innovative ideas within your everyday work.
Boost efficiency through automation and centralised data
Enhance collaboration and client service
Enable web-based work anywhere, any time
Improve compliance and financial control
Improved efficiency
We are certified partners of Actionstep, a comprehensive legal business management platform that’s adaptable to your organisation’s strengths and objectives. Actionstep allows you to automate workflows with customisable task lists, generate documents, track time, manage and streamline routine legal processes like matter intake, onboarding clients, and file documents. As well as improving accuracy, Actionstep saves manual resources that can be redeployed to add value elsewhere.
Enhanced Client Management
With a 360-degree view of client matters across communication, billing, and case information, Actionstep enables easy tracking of all interactions and communications to maximise client satisfaction. Being able to give clients real-time updates and access to essential case documents further builds trust and improves the client experience.
Increased Compliance
Improved efficiency
We are certified partners of Actionstep, a comprehensive legal business management platform that’s adaptable to your organisation’s strengths and objectives. Actionstep allows you to automate workflows with customisable task lists, generate documents, track time, manage and streamline routine legal processes like matter intake, onboarding clients, and file documents. As well as improving accuracy, Actionstep saves manual resources that can be redeployed to add value elsewhere.
Enhanced Client Management
With a 360-degree view of client matters across communication, billing, and case information, Actionstep enables easy tracking of all interactions and communications to maximise client satisfaction. Being able to give clients real-time updates and access to essential case documents further builds trust and improves the client experience.
Increased Compliance
Practice management
aligned with your goals
Our certified expertise and partnership with Actionstep means we’re ideally positioned to help businesses like yours.
user migrations to MS Modern Workplace
years supporting regulated industries
PMS implementations
What people are saying
FAQs
Frequently asked questions
Is Actionstep suitable for my firm’s specific needs?
Yes - as a flexible, accessible and user-friendly solution for practice management and case management, Actionstep enables superior workflow and document automation, whatever your use cases and practice size. It can be customised for your specific practice areas, and can be integrated with other platforms such as NetDocuments, Xero, Power BI and more.
Is Actionstep easy to use?
Yes, Actionstep’s intuitive interface is designed for easy use and for getting the team up to speed with its features quickly.
Can Actionstep help us reduce costs?
Yes - centralising operations, cutting hosting costs and removing the need for multiple software solutions means Actionstep can help reduce overall IT and operational spending.
How difficult is it to implement Actionstep?
Not at all - Actionstep is designed for smooth implementation, and we’re here to support you from end-to-end.
Ready to get started?
The revolution in your practice management software starts here. Contact us today, and one of our team will be in touch to discuss your specifics.