Actionstep: Frequently Asked Questions (FAQ)

💻 About the Platform & Technology

Q: What is Actionstep?

Actionstep is a complete legal practice management software that is 100% cloud-based. It combines all the tools a modern law firm needs—including matter management, document automation, time tracking, billing, and full legal accounting—into one platform.

Q: Is Actionstep a cloud-based or on-premise solution?

Actionstep is entirely cloud-based, meaning you can access your firm's data and work from any device with an internet connection and a modern web browser (PC or Mac). There is no need for a local server.

Q: Does Actionstep have a mobile app?

Yes. The Actionstep mobile app is available for both iOS and Android. It allows users to manage contacts, view matter information, track time, and manage tasks while on the go.

Q: Where is my data stored and how secure is it?

Your data is hosted securely online, powered by Amazon Web Services (AWS). Actionstep follows generally accepted best practices for data security, including features like multi-factor authentication (MFA) and data encryption to protect against unauthorized access. You can also request a backup of your data and documents at any time.

🚀 Key Features and Functionality

Q: What are Actionstep's core features?

Actionstep offers a comprehensive suite of features, including:

• Workflow Automation: Automate repetitive tasks, document generation, and internal processes.
• Matter Management: Centralized hub for all matter details, documents, emails, and deadlines.
• Time Tracking & Billing: Built-in tools for accurate time entry, invoicing, and payment processing.
• Legal Accounting: Integrated trust/client accounting and business accounting features.
• Document Management & Automation: Securely store and organize documents, and automate the creation of legal documents and emails using templates.
• Client Management (CRM) & Portal: Manage client relationships and offer a secure online portal for client communications and document sharing.

Q: How does Workflow Automation work?

Actionstep's Workflow Automation allows your firm to create custom, step-by-step processes for different matter types. It automatically assigns tasks, sets deadlines, sends reminders, and even generates documents or communications based on the matter's stage, ensuring consistency and efficiency.

Q: Does Actionstep integrate with other software?

Yes. Actionstep integrates with many common business and legal tools, including:

• Microsoft Office/Office 365
• Gmail / Google Workspace
• Xero
• QuickBooks
• LawPay
• NetDocuments
• And many others, including through Zapier for broader connectivity.

💰 Billing, Accounting, and Setup

Q: Is full legal accounting included?

Yes, Actionstep is one of the few platforms that includes both Practice Management and Full Legal Accounting (including trust/client accounting) in one integrated system, ensuring financial compliance and accurate reporting.

Q: How long does it take to implement Actionstep?

A typical implementation project, which includes planning, design, data migration, and training, generally takes between six and twelve weeks. This timeframe can vary based on the size of your firm, the complexity of your workflows, and the amount of data needing migration. Actionstep works with certified consulting partners to ensure a smooth transition.

Q: Can I import data from my old system?

Yes. Actionstep routinely imports data from a wide variety of existing systems. As long as you can export your existing data (typically into CSV/spreadsheet files), it can generally be imported into Actionstep.

🛠️ Support and Customization

Q: What kind of support is available?

Actionstep offers various support options, including:

• Dedicated Support Team (via submitting a ticket)
• Help Center/Knowledge Base
• Actionstep Academy (online learning resources and courses)
• Certified Consulting Partners (CCPs) for specialized implementation and optimization help.

Q: Can I customize Actionstep for my specific practice area?

Absolutely. Actionstep is highly configurable. You can tailor matter workflows, templates, and processes to fit the specific needs of different practice areas (e.g., litigation, real estate, family law, etc.) within your firm.