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Frequently Asked Questions
General Questions
- What is Actionstep?
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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?
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Actionstep is ideal for mid-sized law firms looking for customisable and scalable practice management solutions.
- Is Actionstep cloud-based?
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Yes, Actionstep is fully cloud-based, allowing users to access the platform from anywhere with an internet connection.
- What regions does Actionstep serve?
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Actionstep is used globally, with a strong presence in Australia, New Zealand, the UK, the US, and Canada.
Features
- What features does Actionstep offer?
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Actionstep provides matter management, legal accounting, time and billing, document management, workflow automation, reporting, and client relationship management.
- Does Actionstep support document automation?
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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?
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Yes, the Capture feature allows firms to create custom intake forms to gather client and matter information efficiently.
- Is workflow automation available?
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Yes, Actionstep allows users to create custom workflows to automate repetitive tasks and ensure consistent processes.
- Does Actionstep include built-in legal accounting?
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Yes, Actionstep integrates legal accounting features, including trust accounting and financial management.
- Can I use Actionstep for time tracking and billing?
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Yes, Actionstep includes time tracking, billing, and invoicing functionalities.
Pricing
- How much does Actionstep cost?
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Pricing is based on the number of users and selected features. Contact Actionstep for a tailored quote.
- Does Actionstep offer a free trial?
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Yes, Actionstep typically offers a free trial to help users evaluate the software.
- Are there discounts for long-term contracts?
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Discounts may be available for annual subscriptions. Contact Actionstep for details.
Support
- What support does Actionstep provide?
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Actionstep offers support through email, live chat, and an extensive knowledge base.
- What is Actionstep Academy?
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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?
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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?
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While primarily designed for law firms, Actionstep’s customisable features can be adapted for other industries.
- Does Actionstep work on mobile devices?
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Yes, Actionstep has a mobile-friendly interface accessible via web browsers on smartphones and tablets.
- Can I cancel my subscription?
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Yes, subscriptions can be cancelled according to the terms outlined in your agreement.
- Does Actionstep offer partner programs?
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Yes, Actionstep has a partner program for consultants and IT providers who work with law firms.
Integrations
- What integrations does Actionstep offer?
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Actionstep integrates with tools like Microsoft Office 365, QuickBooks Online, Xero, DocuSign, and more.
- Is QuickBooks Online supported?
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Yes, Actionstep integrates with QuickBooks Online, enabling seamless financial management.
- Can I connect Actionstep with my email?
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Yes, Actionstep integrates with popular email platforms, including Outlook and Gmail.
Customisation
- Can I customise Actionstep for my firm’s needs?
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Yes, Actionstep is highly customisable, allowing users to adapt workflows, document templates, and user permissions.
- Does Actionstep support custom reporting?
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Yes, Actionstep includes robust reporting tools with options for customisation.
- Are there industry-specific templates available?
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Yes, Actionstep offers templates tailored to legal practices, which can be further customised.
Implementation and Training
- How long does it take to implement Actionstep?
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Implementation time varies based on the firm’s size and complexity but typically ranges from a few days to weeks.
- Does Actionstep offer training?
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Yes, Actionstep provides training through webinars, guides, and the Actionstep Academy.
- Can I migrate data from another system to Actionstep?
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Yes, Actionstep offers data migration services to help transition from other platforms.
Security and Compliance
- Is Actionstep secure?
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Yes, Actionstep uses industry-standard security measures, including encryption, data backups, and user access controls.
- Does Actionstep comply with legal industry regulations?
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Yes, Actionstep complies with regulations such as GDPR and other region-specific legal requirements.
- Where is Actionstep’s data stored?
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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?
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Actionstep regularly releases updates and new features to enhance functionality and address user feedback.
- What are the latest features introduced?
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Recent updates include the Builder document automation tool and the Capture client intake solution.
- How can I stay informed about new features?
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Subscribe to Actionstep’s newsletter or visit their blog for updates.
