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Description
Actionstep is a complete legal practice management system for ambitious law firms.
Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step.
We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients.
Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.
Description
Boost your sales and strengthen relationships with the cost-effective and speedy SuiteCRM for Lawyers, which is specifically crafted to equip legal professionals with essential tools for business growth and profit enhancement. Adopting effective client management strategies alongside top legal practices allows busy law firms to focus on more fruitful tasks, thereby improving the overall performance of the firm. The SuiteCRM Legal CRM system empowers all team members—including paralegals, lawyers, attorneys, and support staff—to systematically manage client cases, related documents, appointments, and accurately track time entries for billing and invoicing purposes. This legal CRM system comes with built-in features that allow users to oversee and maintain a categorized list of clients, key leads, prospects, and other critical data. It also gathers vital information such as contact details, email addresses, and records of communications, enriching the database significantly. By utilizing SuiteCRM, legal professionals can streamline their workflows, ensuring that no important detail slips through the cracks, which ultimately leads to enhanced client satisfaction and business success.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
8am LawPay
Yes
Box
Yes
Dropbox
Yes
Gmail
Yes
Google Drive
Yes
Hivelight
Yes
Josef
Yes
LawTap Legal Booking & Scheduling
Yes
LawToolBox
Yes
Mitratech HotDocs
Yes
Integrations
8am LawPay
No
Box
No
Dropbox
No
Gmail
No
Google Drive
No
Hivelight
No
Josef
No
LawTap Legal Booking & Scheduling
No
LawToolBox
No
Mitratech HotDocs
No
Pricing Details
$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Actionstep Software
Founded
2004
Country
United States
Website
www.actionstep.com
Vendor Details
Company Name
Fynsis Softlabs
Founded
2014
Country
India
Website
www.fynsis.com/suitecrm-legal-crm/
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
No
Product Features
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
No
Client Portal
No
Conflict Management
No
Contract Management
No
Document Management
No
Email Management
No
Legal Case Management
Yes
Task Management
No
Time Tracking
No
Trust Accounting
No
