faq

Frequently asked questions

Actionstep

Yes!

People always ask if Actionstep Legal Software stores documents or only links to them.

Actionstep stores your documents allowing you to access them on any device, in any location, at any time and all you need is an internet connection.

The workflow storage system inside of Actionstep is a drag-and-drop tool making managing your documents easy. They also are fully integrated with Outlook, Word, Excel, and PowerPoint.

Actionstep also stores your data and documents in several locations around the world so you never lose your information. They use bank-grade security, keeping your files encrypted and custom permissions ensure that documents can only be viewed by whom you choose.

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    Yes!

    Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data. 

    Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places.  These work well for most letters and business documents.

    For complex documents that require an interview you can use HotDocs templates directly from within Actionstep.

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    Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

    • Handle all your front and back office needs from one system. You can even use it to manage marketing, sales, employees, passwords, and more.
    • Generate complex documents and emails with the click of a button, auto-assign tasks, receive automated reports, and exceed your client’s expectations.
    • Actionstep puts a powerful workflow system at the heart of your matters in a series of steps and decision trees. Automate your firm, and rest assured that nothing will get missed.
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    Absolutely! You can sync your Google, Exchange and Office 365 Calendars with Actionstep for bi-directional sync.

    What does “bi-directional” sync mean? It means you can put your appointments on your Google, Exchange and Office 365 Calendars and they will display in Actionstep. You can also put your appointments in Actionstep and they will sync with your Google, Exchange and Office 365 Calendars.

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