Actionstep
Practice management software
Actionstep is a practice management system designed primarily for legal firms but useful for any business that relies on workflows to automate tasks such as insurance claims, conveyancing or accounting. It is cloud-based and resides on Amazon Web Services in Australia. Your data is secure, backed up regularly, and accessible from any location.
The heart of Actionstep is the workflow management system. This very versatile system allows you to create templates for all different types of matters and personalise them so that they run the way you want them to – there is no need to change the established practices that work for your firm.
Actionstep allows you to assign tasks automatically, send emails and create documents and folders at set points within the timeline of your process. You no longer need to have any concerns about whether essential steps have been skipped or forgotten.
Actionstep integrates seamlessly with Microsoft Office, so all of your Actionstep documents can be worked on in Word, you can use Outlook for your emails and Calendar for your diary.
However, Actionstep is more than just a practice management system – you can run your entire office through it. The trust accounting is fully compliant with all NSW Law Society regulatory requirements; it has an Outlook interface that automatically allocates emails to matters; and can be used to manage staff, assets, marketing and even passwords. The timesheet system is fully integrated with the accounting so that all billable entries time appear up in the next billing cycle.
Starting With Actionstep
At Entasker, we are keen to work with you to come up with a solution that suits your business - whether you are just striking out on your own and have a limited budget, or you are an established firm looking to migrate from a different practice management system.
We have experience in migrations from LEAP, Amicus, Open Practice, Locus, Affinity, PC Law, BHL, and Silq
Converting from LEAP?
We can set up a trial instance of Actionstep and populate it with the contacts and half-a-dozen matters (and the associated documents) from your LEAP or another system. This allows you to try out Actionstep with data that is familiar, and help you to make a more informed decision about the direction you want to take your firm in.
Aderant
Development
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With experience in Aderant since 2000, our aim is to help your firm achieve the quickest, most cost-effective implementations of this powerful product.
- Reporting
- EDG
- Customisation
- Workflow
- Analysis
- Planning
Upgrades
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Oliver Townshend
Business Analyst
Project Management
Developer
Oliver has extensive experience working in the Legal Industry.
Since 1999 he has worked on over 20 data migrations. As well as providing Migration services, he is available to consult on your firm's Data Migration Strategies, Implementation and Quality Assurance.
He is also available for 3E custom development and reporting. With special in-house development tools, Entasker can rapidly develop solutions ensuring project delivery dates.
Tony Calder
Sales and Support
Tony has extensive experience in many facets of IT and in sales.
He is the primary contact for Actionstep and is available to answer any questions and to come to your office and provide a demonstration.
