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Actionstep

3.8
(4)

Actionstep is a complete business management system delivered via the "Cloud". Ideal for professional services firms, especially those with compliance or workflow needs.

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Showing 4 Actionstep reviews
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Actionstep review by User in Law Practice
User in Law Practice
Validated Reviewer
Verified Current User
Review Source

"Actionstep for Law Firms"

What do you like best?

I like that Actionstep is allows me to track our database's biographical info and that it lets me track reservations to our private and public workshops, dinners and CE Classes.

What do you dislike?

I dislike that none of the "tasks" seem to make sense with the timing of the events in which they are assigned.

Recommendations to others considering the product

I recommend designating one place to enter notes that regard a particular client and maintaining that system across the board. There are many many options for you to leave notes and it will be very confusing for you if you and your staff are leaving file notes on different areas.

What business problems are you solving with the product? What benefits have you realized?

Actionstep allows me to enter comprehensive biographical information for our database, search that information, generate reports based on that information and segment our database based on that information.

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Actionstep review by J.T. B.
J.T. B.
Validated Reviewer
Review Source

"I love this program."

What do you like best?

The best feature about Actionstep is the ease with which I am able to customize the program to fit the needs of my team immediately and perfectly.

What do you dislike?

I dislike not being able to change a name of a Contact once it is saved.

What business problems are you solving with the product? What benefits have you realized?

Being able to so easily keep track statutes of limitation and the status of each and every case has been wonderful.

What Legal Case Management solution do you use?

Thanks for letting us know!
Actionstep review by User in Legal Services
User in Legal Services
Validated Reviewer
Review Source

"Great interface and ability to track work"

What do you like best?

The case management software is extremely easy to use and I like the up to date timeline feature on the homescreen.

What do you dislike?

I dislike the time feature and notes update that basically create the same update when looking at the timline feature.

What business problems are you solving with the product? What benefits have you realized?

we are keeping track of case management

Actionstep review by User in Legal Services
User in Legal Services
Validated Reviewer
Review Source

"Okay Database, Ongoing Problems "

What do you like best?

Database functions to keep track of client information and notes feature.

What do you dislike?

Constant issues around updates. Not reliable for drafting documents.

What business problems are you solving with the product? What benefits have you realized?

Notes and billing

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* We monitor all Actionstep reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.