4.5 / 5 42 Bewertungen

Wer nutzt diese Software?

Law Firms, Professional Services, Government and Corporate in-house legal teams. Investigations and Compliance Groups.

Durchschnittliche Bewertung

42 Bewertungen
  • 4.5 / 5
  • 4 / 5
  • 4.5 / 5
  • 4.5 / 5
  • 4.5 / 5


  • Startpreis
  • Kostenlose Version
  • Einsatz
    Installiert - Mac
    Installiert - Windows
  • Training
    Live Online
  • Kundenbetreuung
    24/7 (Live Vertreter)

Angaben zum Hersteller

  • Actionstep Software
  • Gegründet 2004

Über diese Software

If power and functionality are what you need, then look no further. Actionstep is the most powerful cloud based practice management software available. It includes all the features you need to run your entire firm (front and back office), and you can use the built-in workflow engine to automate your processes, emails, documents, and more. Turn your firm into an efficient and sustainable business. Start a free trial today to find out more.

  • Abgrenzungskonto-Führung
  • Abrechnung & Rechnungsstellung
  • Abrechnungs-Management
  • Aktivitäts-Verfolgung
  • Anwaltskanzleien
  • Aufgabenmanagement
  • Belegmanagement
  • Bibliotheks-Management
  • Buchungsübergreifende Buchung
  • Compliance Management
  • Dokumentenmanagement
  • Dokumentenmanagement
  • E-Mail-Management
  • Erkennungsverwaltung
  • Fall & Kundenhistorie
  • Fall-Aufzeichnungen
  • Fall-Management
  • Finanzmanagement
  • Gebührenermittlung & Buchung
  • Gerichtsverwaltung
  • Kalenderverwaltung
  • Kommunikations-Tracking
  • Konfliktmanagement
  • Kontaktmanagement
  • Konzerne
  • Kostenverfolgung
  • Kundenaussagen
  • Kundenmanagement
  • Kundenportal
  • Lohnzettel verwalten
  • Personalmanagement
  • Regierung
  • Scheckausstellung
  • Steuermanagement
  • Treuhand-Buchhaltung
  • Vermögensanlagen-Gewinn & Verlust-Berichterstattung
  • Vertragsmanagement
  • Zeitverfolgung

Actionstep Neueste Bewertungen

Automatisch übersetzt. Zeige Originalbewertung

Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients

3 / 5
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5

Kommentare: We are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.

Vorteile: Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.

Nachteile: Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm¿s ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.

Automatisch übersetzt. Zeige Originalbewertung

Actionstep - Best Document Assembly, Versatile Workflows and Calendering

4 / 5
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
5 / 5

Kommentare: Of the products that I've tried, I found Actionstep to have the best document assembly, most comprehensive workflow system, versatile calendering and deadlining, and excellent outlook integration. The price is a tad higher compared to competitors, and because there is so much functionality, the learning curve and set-up time is a bit steeper, but in the long term it will enable incredible efficiency. For example, I converted my precedents for a chambers application to enforce a judgment against real property, and can now draft a chambers application, including Notice of Application, draft order and supporting Affidavits, in less than 2 minutes, perfectly drafted without any manual drafting needed (assuming that the relevant property identifier and party information has already been entered correctly). Now in theory, you could do the same thing with some other systems like CLIO (but not MyCase) and I have done it in CLIO. But it required a lot of custom field data and conditional logic, and so templates become very complex and unreadable and only work if certain assumptions are true (i.e. only one client, or limited number of Defendants). I spent a lot of time testing various law firm management systems, but I think that I have finally settled on Actionstep. I initially had been using CLIO which I chose without much research. After one year, CLIO's task lists and legal calender systems were proving to clumsy and inflexible for my litigation practice. I need to define deadlines backwards from a future date, i.e. 90 days before trial serve expert reports. Also, if my trial date gets adjourned, I want all the linked deadlines to move with the trial dates, and if my matter settles, I want to be able to remove all of the associated deadlines from my calendar. CLIO didn't do this, so I started researching new options and moved to MyCase because it had a very intuitive and functional workflow and calendering that did what I wanted, and was well priced with the cheaper subscriptions for support staff available. However, I soon became frustrated with MyCase because the document assembly was extremely weak compared to CLIO. Finally, I moved to Actionstep and found that it had all of the workflow and calendering functionality that I wanted, combined with document assembly that is extremely robust and powerful. If powerful document assembly is important to you, I strongly recommend Actionstep.

Vorteile: Document Assembly. Outlook Integration. Integrated workflows and calendaring. Knowledge-base and Wiki built in. Ability to associate more than one contact of a given type to a file (I often have files with more than one client, i.e. husband and wife).

Nachteile: A bit more expensive. Steeper learning curve because of all the features.