Actionstep

More headspace for what really matters

4,4 /5 (108 avaliações) Escreva uma avaliação!

Resumo do Actionstep

O que é o Actionstep?

Actionstep is a complete legal practice management system, built in the cloud, with automation at its heart. Actionstep uses customized workflow to get rid of law firm administrivia and simplify how you work. Actionstep has 3 product plans to deliver the best experience and value to firms of all shapes and sizes. Giving lawyers the headspace to listen, engage and make a difference to clients, everyday.

For Microsoft 365 users, Actionstep's Outlook Add-in is the most comprehensive available. While in Outlook: search and review matter files, access matter documents, edit file notes, set and complete tasks, track your time in real time and get control of your inbox by assigning emails and attachments to matter files.

Resumo do Actionstep

Preços

A partir de
US$ 49,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

3 Product Plans to suit law firms of all shapes and sizes


Recursos do Actionstep

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália
Idiomas
Inglês

Mídias

Actionstep matter overview
Actionstep setting tasks
Actionstep outlook add-in for O365
Actionstep iPhone Outlook Add-In
Actionstep - Vídeo Captura de tela do Actionstep: Actionstep matter overview Captura de tela do Actionstep: Actionstep setting tasks Captura de tela do Actionstep: Actionstep outlook add-in for O365 Captura de tela do Actionstep: Actionstep iPhone Outlook Add-In

Actionstep - Avaliações

Actionstep - Avaliações

Classificação geral
4,4
/
5
Excelente
59

Muito bom
37

Regular
7

Ruim
2

Péssimo
3

Relação qualidade/preço
4,2
Recursos
4,2
Praticidade
3,9
Suporte ao cliente
4,1
89% dos usuários recomendam este app
Daniel danny R.

Stick with it - it's amazing

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.


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Dan K.

Workflows Good! But Search, Integration with other software, and Document Generation need...

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.


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Damien H.

Catastrophic customer service and lack of common sense - too bad, it's a promising software

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).


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Gary S.

Small NY Metro Area Law Firm, T&E

We find it perfectly fits our needs.


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Ozzy O.

Actionstep Workflows

We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.


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Daniel danny R.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Stick with it - it's amazing

Usado Diariamente durante 1 a 5 meses
Avaliado em 08/07/2020
Fonte da avaliação: Capterra

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Vantagens

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Desvantagens

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Traduzido para o Português

Resposta do Actionstep Software

Thank you Daniel.

Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution.

If you have any questions - please don't hesitate to contact our support team on [email protected] or in our in-app chat.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Dan K.
Setor: Serviços jurídicos
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Workflows Good! But Search, Integration with other software, and Document Generation need work.

Usado Diariamente durante Mais de um ano
Avaliado em 06/08/2020
Fonte da avaliação: Capterra

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.

Vantagens

Workflows, workflows, workflows. They help us keep our law office on track and help us keep deadlines and make sure we do not miss a step in complicated transactions.
We like that Actionstep seems to be trying to improve the product.

Desvantagens

Search is terrible! Searching for documents is useless. Searching for contacts by employer/place of work is impossible. These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search capabilities. Also, the fact that you can only see so many results on a page is maddening.
Imagine that you want to search your contacts and get a list of contacts that live in a certain city. You want to select them all and send an email or something. NOPE! Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order. Also, there is no way to select them all and take any action like sednding them all an email within the program.
Copy and paste of contact info is also impossible. I have many opportunities during a week to send one person the contact info for another person. Actionstep has no way for me to easily do this. There is no button to click, function to use or work-around for selecting a contact and getting that contact's info onto the clipboard for pasting into a document or email. You can bring up the contact and drag your mouse over various places on the contact form to copy the address, then do it again for the name, then do it again for the email address, then do it again for the phone number, then do it again for the fax number. But be careful not to *click on the(I ran out of space on this form)

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Damien H.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Catastrophic customer service and lack of common sense - too bad, it's a promising software

Usado Diariamente durante 6 a 12 meses
Avaliado em 04/09/2019
Fonte da avaliação: Capterra

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

Vantagens

Powerful and easily editable workflow engine. Really.

Mass billing features.

Customizable fields.

Extremely powerful templating.

Desvantagens

Bugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too.

Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure you are not going to send an invoice to a client who has provisioned you...).

User acceptance is difficult. It is complicated to require changes in workflows and field fills (this is not the responsibility of Actionstep, but don't think it will run by itself. You will need to coach your employees).

Customer service is catastrophic. I screamed for help when the system started to double-deduct (!) the retainers. It took 4 months to get a solution. In the meantime, I have continued to lose a lot of money.

I have doubts about their financial strength, since six months after I started using the software, I received a notice of license increase. When I asked for some help to switch to a cheaper license, I was told that it would not be possible to keep my data (!!!!).

Traduzido para o Português

Resposta do Actionstep Software

Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience.

To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software.

Thank you again for your response

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 2.0/10

Gary S.
Setor: Escritório de advocacia
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Small NY Metro Area Law Firm, T&E

Usado Diariamente durante Mais de dois anos
Avaliado em 14/08/2020
Fonte da avaliação: Capterra

We find it perfectly fits our needs.

Vantagens

Comprehensive features, simple interface

Desvantagens

Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants.

Traduzido para o Português

Resposta do Actionstep Software

Hi Gary,

Thank you for such a positive review.

In regards to your comment on making use of templates & advanced features - we are making these more accessible to all users by producing more guides, videos, webinars & product tours. These are all free to access & will be kept up to date as we release & improve features.

Should your firm need a more hands-on solution, we have expanded our Customer Success team who can help guide you to the right guides or put you in touch with a partner who can assist.

If you need any help or have any questions, please do not hesitate to contact our team at [email protected]

Thanks again.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Ozzy O.
Setor: Escritório de advocacia
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Actionstep Workflows

Usado Diariamente durante Mais de dois anos
Avaliado em 25/02/2020
Fonte da avaliação: Capterra

We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.

Vantagens

Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily.

Desvantagens

The home screen dashboard can use some design updates with relevant information.

Traduzido para o Português

Resposta do Actionstep Software

Thank you Ozzy, great to hear you found the transition from Time Matters very positive. We love to hear users making the most of our customizable workflow as well.

If you have any questions - please don't hesitate to contact our support team on [email protected] or in our in-app chat.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,4/10
Baseado em 108 usuários
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Preço do Actionstep

Preço do Actionstep

A partir de
US$ 49,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

3 Product Plans to suit law firms of all shapes and sizes

3 Product Plans to suit law firms of all shapes and sizes

Relação qualidade/preço
4,2/5
Baseado em 108 usuários
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Recursos do Actionstep

Recursos do Actionstep

API
Armazenamento de documentos
Cobrança e faturamento
Controle de despesas
Ferramentas de colaboração
Função de busca
Gerenciamento de contatos
Gerenciamento de documentos
Gerenciamento de faturas
Gestão de calendários
Gestão de casos
Gestão de clientes
Gestão de tarefas
Gestão do fluxo de trabalho
Integração de terceiros
Lembretes
Notificações automáticas
Painel de atividades
Portal do cliente
Relatórios e estatística
Recursos
4,2/5
Baseado em 108 usuários
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Categorias

Mais informações sobre Actionstep

Mais informações sobre Actionstep

Principais recursos do Actionstep

  • Accounting
  • Calendar
  • Client Billing
  • Client Management (CRM)
  • Client Portal
  • Conflict Check
  • Data Security
  • Document Automation
  • Document Management
  • Email
  • HotDocs Integration
  • Marketing
  • Matter Management
  • Microsoft Office Integration
  • Reporting
  • Time Tracking
  • Trust Accounting
  • Webforms
  • Workflow
  • Xero Integration

Vantagens

- Increase staff productivity and firm profitability
- All-in-one system with integrated matter management, document assembly, accounting, billing, CRM, and more
- Very competitive pricing
- 100% cloud-based and secure
- You own your data, get it back any time - no questions asked.
- No contracts
- Automation tools to potentially save you hundreds of hours a year

Perguntas frequentes sobre o Actionstep

Perguntas frequentes sobre o Actionstep

Abaixo estão algumas perguntas frequentes sobre o Actionstep.

P: Que tipo de planos o Actionstep oferece?

O Actionstep oferece os seguintes planos de pagamento:

A partir de: US$ 49,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

3 Product Plans to suit law firms of all shapes and sizes

P: Quais são os principais recursos do Actionstep?

O Actionstep oferece os seguintes recursos:

  • Accounting
  • Calendar
  • Client Billing
  • Client Management (CRM)
  • Client Portal
  • Conflict Check
  • Data Security
  • Document Automation
  • Document Management
  • Email
  • HotDocs Integration
  • Marketing
  • Matter Management
  • Microsoft Office Integration
  • Reporting
  • Time Tracking
  • Trust Accounting
  • Webforms
  • Workflow
  • Xero Integration

P: Quem costuma usar o Actionstep?

Os clientes habituais do Actionstep são:

Pequenas empresas, Grandes empresas, Administrações públicas, Sem fins lucrativos, Empresas de médio porte

P: Em que idioma o Actionstep está?

O Actionstep está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Actionstep oferece?

O Actionstep tem os seguintes planos de preços:

Assinatura

P: O Actionstep é compatível com disponíveis móveis?

O Actionstep é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O Actionstep se integra com quais outros aplicativos?

O Actionstep se integra com os seguintes aplicativos:

Bitium, Box, CallTrackingMetrics, Dropbox Business, Microsoft 365, NetDocuments, NetDocuments, PieSync, Xero, Xero

P: Que nível de suporte o Actionstep oferece?

O Actionstep oferece as seguintes opções de suporte:

Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo, FAQs, Fórum