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It’s so simple to schedule your appointment!

Select a meeting type, enter your information and we’ll take care of the rest.  We never charge for your no-obligation Discovery Meeting because we know you will be as excited as we are with Actionstep!  We just want the opportunity to show you the best and what the system can do for your firm.

  • Why

    CREATE GAME PLAN

  • Included in Contract
  • Contract: Meeting 1
  • Learn about your firm
  • Discuss processes
  • Make a game plan
  • Offer solutions
  • 60-minutes
  • Basic

    FIRST TRAINING

  • Included in Contract
  • Contract: Meeting 2
  • Actionstep basics
  • Calendar & tasks
  • Email
  • Matters
  • 90-minutes
  • Advanced

    ADVANCED TRAINING

  • Included in Contract
  • Contract: Meeting 3
  • In-depth training
  • Processes & workflows
  • Automation
  • Best practice
  • 90-minutes
  • Billing Training

    ACTIONSTEP BILLING BASICS

  • Included in Billing Plan
  • Included in Billing Plan
  • Invoicing
  • Trust Billing
  • Client Payments
  • Flat Fee/Hourly
  • 30-minutes
  • Let's Chat

    GENERAL Q&A

  • Included in Contract
  • Contract: Anytime meeting
  • General questions
  • Ask us your questions
  • We will offer solutions
  • Ask us more questions
  • Up to 60-minutes