TrustRadius Insights
Users of the software have found it incredibly helpful for automating case management and saving time. The system serves as a repository …
Overview
What is Actionstep?
Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system.
Recent Reviews
Pricing
N/A
Unavailable
What is Actionstep?
Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
2 people also want pricing
Alternatives Pricing
What is Clio?
Clio is web-based legal practice management software for solo practitioners and small firms. It is designed to replace multiple different systems (like document management, case management, and accounting software) to streamline the amount of technology that small firms need to manage.
What is MyCase?
MyCase provides web-based practice management software designed for solo and small firm legal professionals. MyCase aims to offer a secure, all-in-one legal practice management solution to alleviate the burden of high caseloads, poor client communication, and practice management operations. The…
Product Demos
Actionstep Demonstration
YouTube
Product Details
- About
- Tech Details
What is Actionstep?
Actionstep Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(2)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of the software have found it incredibly helpful for automating case management and saving time. The system serves as a repository for storing matter documents and communications while also managing workflows and ensuring consistency of work. This has led to increased productivity, service delivery consistency, and profitability for users. Additionally, the software provides operational visibility of the business, eliminating the need for spreadsheets and allowing for streamlined workflows and efficient tracking of open cases. Users appreciate the ability to easily create precedents, reducing risk exposure. Integration with AML systems has been particularly beneficial for lawyers, saving them time and effort. Overall, users have enjoyed using the software and have not encountered major problems, finding that it fits their needs well.
User-Friendly Interface: Many users have praised the software for its user-friendly interface, stating that it is intuitive and easy to navigate. Some reviewers specifically mentioned that the calendar feature is particularly helpful in keeping track of tasks and deadlines.
Customization Options: Several users appreciated the level of customization offered by the software. They mentioned that they were able to customize matter templates, document assembly tools, and workflows according to their specific needs. This flexibility allowed them to tailor the software to fit their firm's unique requirements.
Workflow Automation: The workflow automation feature has received positive feedback from multiple reviewers. Users found it helpful in streamlining their day-to-day operations, ensuring tasks are completed efficiently, and reducing manual work. They appreciated being able to automate repetitive tasks and create workflows that matched their practice areas' requirements.
Difficult to Understand Reports: Users have found the reports in Actionstep difficult to understand, with some fine nuances that haven't been explained anywhere. This lack of clarity makes it challenging for users to make accurate comparisons.
Limited Ability to Update Client Profiles: Some users have expressed frustration with the inability to update or correct certain information in client profiles, such as adding titles or names. This limitation hinders users from maintaining accurate and up-to-date client information.
Steep Learning Curve and Customization Process: It takes time for users to get used to the software and customize it according to their specific needs. Users have emphasized the importance of spending significant time using and configuring Actionstep properly.
Reviews
Companies can't remove reviews or game the system. Here's why
No reviews found
Try adjusting your results by removing or modifying your filters.