Actionstep Reviews

The ease of integration between Actionstep and Office software has been very useful. The two programs work seamlessly with each other.

The only con is the lack of an integration between Actionstep and Adobe software.

The program is very configurable. What that means is that there is a higher learning curve than other cloud based programs, but I am willing to spend the time to learn if the product provides what I need. I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. The Enhanced Billing Module was vast improvement over the previous billing capability. The user interface is clean and the response rate is rapid. My bookkeeper loves it.

The reports list needs to be more user friendly, and there needs to be more standard accounting reports available. The CRM features are not very well suited to my practice. The creation of a "workflow" is very complicated.

The user interface seemed to be easy to use on its face, and overall appeared colorful, allowing you to move between options

The interface got a little crowded after you left the home screen. It got more and more complicated, too much time was spent navigating rather than getting results.

I like the ease of use and the fabulous customer support. The product can be customized with your specific workflows and keeps everything on track.

I do not like that you cannot turn off the portal chat. Which is a small thing.

It's good all-in-one-place legal process management with simple ways to assign tasks to partners and associates and to set proper workflows.

It's not the most user-friendly software to work with, it takes time to get used to. Training new-users was time-consuming.

We have been looking for something like Actionstep for decades! Great app. Works from a browser and integrates with GSuite, ASANA etc. Great search and easy to use.

Maybe a bit better and modern interface.

It has a bit of a learning curve to get started, more so than some others, but it's not terrible (and I am not a techie); then it just *works*. I've been very happy with it, get great customer service when I have a question, and do not know why everyone isn't using it.

I wish it did automatic contingency fee billing and that the contacts in a company were more integrated with the company (but that may be my problem and not the software).

You can customize it according to your needs, including custom reports and exports. It's easy to use on a daily basis and has an attractive platform that is well organized. It has it's own document storage, so you don't have to use two different programs/services to get it to work (such as box or another doc storage service) It does conflict checks and syncs with e-mail so you can assign e-mails as you send/receive them to the matter they are relevant to.

The customer support is terrible. Response time has been poor. When there is a response, it typically is, refer to the on-line manual. My spouse is an IT person, so I'm fairly computer program savvy. So I don't contact tech support unless I've gone through everything in the manual and tried everything I can think of first. When that is met with "look at the manual" it's beyond frustrating. Once we get past that, it usually doesn't take them long to get the issue resolved or walk me through what needs to be done to achieve the goal.

Also, in order to use the macros letters/documents where information auto-populates from your case into the letter or document, you pretty much have to be a computer programmer to get that to work.

Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails.

The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program.

The timekeeping functions, file notes, and overall organization into workflows are tremendous features. Once customized and part of daily practice, Actionstep makes task management much more efficient.

Gmail/G-Suite integrations are lacking. We are unable to automatically log emails that originate in Gmail. Emailing directly from Actionstep takes care of the record keeping, but we often lose the formatting of our email signatures despite best attempts to keep it true-to-form.

I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where Actionstep has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and *bam*, there's everything. There are many other useful features that I know I just haven't even tapped into yet.

- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed.
- Before using Actionstep, I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it *sort of* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name.
- I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide.
- I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that.
- Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive.

Very customizable!!!! This gives us everything we need to sort through as many files as we give it! We can sort via very specific criteria!

Although we are the kind of people that put a lot of time into things we want exactly the way we want them, we don't believe too many others are willing to put in the time to learn this program to customize it to their liking. The people that do put in the time will be greatly rewarded. This is the best program for Law Firms and Public Adjusters.

I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature and how deeply the product integrates with Microsoft Office Suite. Not having to type each document from scratch saves so much time!

I personally enjoy how highly customizable the product is. I'm constantly pleasantly surprised to find new features it has that make my life easier. Some may complain that you need a third party firm to get you off of the ground and running, but I set up the entire system for my team by just reading their User Guide and talking to customer support.

The price was another selling point for us. We're a local county government agency operating on a small budget so this price tag works well within what we could afford. The customer support is phenomenal. They try very hard to make their customers (or potential customers) very happy. Having our cases in a secure cloud means that we can work from anywhere which has greatly improved the way that we work.

I would definitely recommend this product to anyone who is looking to get away from paper files and who wants to learn how technology can make your life easier and more organized.

I like the idea that client information is easily accessible. I am able to determine the status of a case at moments glance. I can plug in all my tasks and assign due dates to keep me organized.

Not being able to update or correct information in the client profile, such as adding, title, Mr./Ms. This site only allows for address changes, or adding emails.

its ability to intergrate calendar/ email / documents into one plac.e

adding things can be difficult, it can be very slow and freeze.
It is difficult to load letter heads etc if they are not the selected size

More compatibility with MAC would be better