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Review of Actionstep

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Overall Experience
Ease of Use
Customer Service
What does the company do well?
If you want a practice management system that actually will ensure you do not miss a step when undertaking a certain piece of legal work, then ActionStep is your best solution. I have tried other practice management solutions, but none of them take the unique approach of allowing you to drive each of your client matters in a series of logical steps/actions so you do not miss any essential task when carrying out a legal process.I do not run a trust account so cannot comment on the accounting feature, but I do generate my bills and this is fairly simple. The latest EBM (Enhanced Billing Mode) has made this even easier. I can generate a bill and email it to a client in a matter of minutes. And unlike other practice management systems, I can use my exact .docx template as the basis for my bill - I am not limited by a particular bill format. The integration with Xero also works well for me.There is integration with other apps, like Gmail, through Zapier which make this a very powerful system if you are willing to put in the time.Overall, I have been using the system for several years and would not move to anything else because there is no other product that I am aware of that has the built-in action-based logic for different matter types like ActionStep has.
What does the company not do well?
The cons are that it can take some time to set up your own processes. There is a fair bit of learning involved and the user guide can be hard to follow at times. But they are developing this continually and when in doubt you can raise a help ticket and their team get back to you within a few hours.
What about the company do you wish you had known before purchasing?
It will take time to set up your systems. If you do not love setting up systems, I would engage someone to do this for you (I believe they have consultants who can help with this). The payoff of having a checklisted process with powerful document assembly is huge and will really make your practice more efficient.