3.8 out of 5 stars

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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Actionstep review by User in Law Practice
User in Law Practice
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"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 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

What Legal Case Management solution do you use?

Thanks for letting us know!

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