
Tasks are automatically assigned to staff when a new matter is created and as major steps within the matter are completed. The customizable features enable employees to communicate with one another and address clients' needs while minimizing disruptions and reducing the tendency to “reinvent the wheel.” What we love: workflows can be customized for different types of matters. Actionstep has vastly improved our efficiency and has been the foundation of significant firm growth. However, if you are a small operation and do not have unlimited resources, you may want to steer clear of this software. I’m sure this software would be beneficial for a large (100 people +) firm who wants a customizable program. Very embarrassing and potentially dangerous. I found errors in the documents and some documents are out of date (by a number of years - and versions). There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). When issues arise, my experience was that each of the 3 before mentioned parties blame each other and then come up with excuses. Ultimately, this service wastes hours of my day and is costing us money. This is poorly managed and I have had to wait days for assistance. The add on providers are extremely difficult to deal with as the only way you can speak with someone is if you log onto their website, and then create a “Ticket” for a call back. This software is full of issues and there is no accountability by anyone. The 3rd party add on providers (ie the conveyancing add on is done by a company called Konekta) is problematic and horrendous to navigate. the separate company which implements the installation and maintenance and - 3. Actionstep (ie the software provider), -2. I wish I was informed before I committed the implementation (cost is approx. To cut to the chase, I strongly do not recommend Actionstep. I consider myself to be very computer-literate and I am proficient with most new technologies.īy way of background, I have had the opportunity to use LEAP and Lexis Nexus (affinity) in the past.

We are a small legal practice that focuses on Property and Property Conveyancing.


Law Firm Data & Key Performance Indicators (KPIs).Virtual Legal Assistant-Delegating to Freelancers.
