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Actionstep Software

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14 reviews
  • 2 profiles
  • 4 categories
Average star rating
3.9
Serving customers since
2004

Profile Name

Star Rating

6
6
1
0
1

Actionstep Software Reviews

Review Filters
Profile Name
Star Rating
6
6
1
0
1
Verified User in Law Practice
AL
Verified User in Law Practice
10/08/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Actionstep

Actionstep allows my firm to organize and keep track of all clients. It is easy to track where we are in the legal process with each clients, and we can change the steps along the way. We can easily assign tasks for our team members, and with the billing feature, we can easily track payments and create invoices.
Verified User in Law Practice
UL
Verified User in Law Practice
01/30/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Actionstep for Law Firms

I like that Actionstep is allows me to track our database's biographical info and that it lets me track reservations to our private and public workshops, dinners and CE Classes. I like that if I am entering duplicate biographical info for a contact, the system flags it before I save it.
Verified User in Legal Services
UL
Verified User in Legal Services
09/18/2018
Validated Reviewer
Review source: G2 invite
Incentivized Review

Okay Database, Ongoing Problems

Database functions to keep track of client information and notes feature.

About

Contact

HQ Location:
Richmond, VA

Social

@Actionstep

What is Actionstep Software?

Actionstep is a comprehensive legal practice management software designed to transform the operations of law firms by streamlining processes and enhancing the efficiency of legal practitioners. With its robust, cloud-based platform, Actionstep allows users to manage their entire practice from anywhere, offering features that cover everything from client management and workflow automation to billing and document management. The software's flexible configuration and powerful integrations enable law firms of all sizes to customize the platform to their specific needs, ensuring they can focus more on delivering exceptional legal services and less on administrative tasks.

Details

Year Founded
2004