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    Frequently Asked Questions

    General Questions

    What is Actionstep?

    Actionstep is a cloud-based legal practice management software designed for law firms to manage matters, documents, billing, accounting, and workflow automation.

    Who is Actionstep best suited for?

    Actionstep is ideal for mid-sized law firms looking for customisable and scalable practice management solutions.

    Is Actionstep cloud-based?

    Yes, Actionstep is fully cloud-based, allowing users to access the platform from anywhere with an internet connection.

    What regions does Actionstep serve?

    Actionstep is used globally, with a strong presence in Australia, New Zealand, the UK, the US, and Canada.

    Features

    What features does Actionstep offer?

    Actionstep provides matter management, legal accounting, time and billing, document management, workflow automation, reporting, and client relationship management.

    Does Actionstep support document automation?

    Yes, the Builder product allows for document automation, enabling users to create templates and streamline the document creation process.

    Can Actionstep help with client intake?

    Yes, the Capture feature allows firms to create custom intake forms to gather client and matter information efficiently.

    Is workflow automation available?

    Yes, Actionstep allows users to create custom workflows to automate repetitive tasks and ensure consistent processes.

    Does Actionstep include built-in legal accounting?

    Yes, Actionstep integrates legal accounting features, including trust accounting and financial management.

    Can I use Actionstep for time tracking and billing?

    Yes, Actionstep includes time tracking, billing, and invoicing functionalities.

    Pricing

    How much does Actionstep cost?

    Pricing is based on the number of users and selected features. Contact Actionstep for a tailored quote.

    Does Actionstep offer a free trial?

    Yes, Actionstep typically offers a free trial to help users evaluate the software.

    Are there discounts for long-term contracts?

    Discounts may be available for annual subscriptions. Contact Actionstep for details.

    Support

    What support does Actionstep provide?

    Actionstep offers support through email, live chat, and an extensive knowledge base.

    What is Actionstep Academy?

    The Actionstep Academy is an online learning platform with tutorials, videos, and guides to help users maximise the software’s capabilities.

    Is there a customer support hotline?

    While Actionstep primarily offers chat and email support, they may provide additional contact options based on your region.

    Miscellaneous

    Can Actionstep be used by non-legal businesses?

    While primarily designed for law firms, Actionstep’s customisable features can be adapted for other industries.

    Does Actionstep work on mobile devices?

    Yes, Actionstep has a mobile-friendly interface accessible via web browsers on smartphones and tablets.

    Can I cancel my subscription?

    Yes, subscriptions can be cancelled according to the terms outlined in your agreement.

    Does Actionstep offer partner programs?

    Yes, Actionstep has a partner program for consultants and IT providers who work with law firms.

    Integrations

    What integrations does Actionstep offer?

    Actionstep integrates with tools like Microsoft Office 365, QuickBooks Online, Xero, DocuSign, and more.

    Is QuickBooks Online supported?

    Yes, Actionstep integrates with QuickBooks Online, enabling seamless financial management.

    Can I connect Actionstep with my email?

    Yes, Actionstep integrates with popular email platforms, including Outlook and Gmail.

    Customisation

    Can I customise Actionstep for my firm’s needs?

    Yes, Actionstep is highly customisable, allowing users to adapt workflows, document templates, and user permissions.

    Does Actionstep support custom reporting?

    Yes, Actionstep includes robust reporting tools with options for customisation.

    Are there industry-specific templates available?

    Yes, Actionstep offers templates tailored to legal practices, which can be further customised.

    Implementation and Training

    How long does it take to implement Actionstep?

    Implementation time varies based on the firm’s size and complexity but typically ranges from a few days to weeks.

    Does Actionstep offer training?

    Yes, Actionstep provides training through webinars, guides, and the Actionstep Academy.

    Can I migrate data from another system to Actionstep?

    Yes, Actionstep offers data migration services to help transition from other platforms.

    Security and Compliance

    Is Actionstep secure?

    Yes, Actionstep uses industry-standard security measures, including encryption, data backups, and user access controls.

    Does Actionstep comply with legal industry regulations?

    Yes, Actionstep complies with regulations such as GDPR and other region-specific legal requirements.

    Where is Actionstep’s data stored?

    Data storage locations depend on the user’s region to comply with local data protection laws.

    Product Updates and New Features

    How often does Actionstep release updates?

    Actionstep regularly releases updates and new features to enhance functionality and address user feedback.

    What are the latest features introduced?

    Recent updates include the Builder document automation tool and the Capture client intake solution.

    How can I stay informed about new features?

    Subscribe to Actionstep’s newsletter or visit their blog for updates.