Actionstep - practice management

One software platform for CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting

Website

https://www.actionstep.com/

Features

• Flexible configuration
• Automation, workflow, templates and tasks
• Client management
• Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports.
• Create document templates that can be automatically populated with client and matter data
• Add-in for Office 365 lets you manage your matters and organize your inbox as you work - in Word or Outlook

Pricing

• $49 USD per user / per month for "Express" for "small practice"
• $89 USD per user / per month for "PracticePro" for "multi-practice" firms (+$10 for general-ledger accounting built-in)

Firms using

• Mayora & Mayora S.C. (Guatemala)
• Webster LP (Anguilla)

Reviews

https://lawyerist.com/reviews/law-practice-management-software/actionstep/