Avis clients sur Actionstep

un logiciel de facture très efficace

Avantages :

ce logiciel me propose tellement de facilité pour mes facturations en toute simplicité

Inconvénients :

j'aimerai juste que vous apportez juste quelques développement sur vos outils

Stick with it - it's amazing

Commentaires : Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Avantages :

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Inconvénients :

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Lots of Customization options, but lacking some basic common sense

Commentaires : Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Avantages :

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Inconvénients :

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up.

Poor customer service and communication

Commentaires : Very fussy product which is very hard to customise.

Avantages :

After hacking through the very long set up process (years) and very steep learning curve (we're lucky we're strong with IT) it does most of what we need it to do.

Inconvénients :

It's started jumping matter numbers. The last normal matter number was 620. The next number it generated was 653 and today the new number is 686. We've sent multiple emails to support and they have been generic fob off responses for critical, time sensitive issues which affect our trust accounting. We couldn't be more disappointed. After four years of using this product, I've finally been annoyed enough to write this review. Hopelessly inadequate response.

Unethical Price Increase

Commentaires : Satisfactory until recently. Support has been pretty poor at times.

Avantages :

It works, although aspects of the accounting side are a little clunky and some of the field names (for example in contacts) are inappropriate.

Inconvénients :

When I signed up to Actionstep it was about AUD $80 per user per month. The price steadily increased over the next 5 years. Currently it is about AUD $135 per user. Then suddenly I am told that the minimum monthly charge will be $469, which is for up to 3 users - there is no option for just 1 user. Yet the website still advertises the pricing as being "per user", which is clearly misleading. I have tried to speak to someone at Actionstep about this situation but have been ignored. Clearly they are no longer interested in sole practitioners. I regard a price increase of over 300% on 6 weeks notice to be very poor business practice, as is their failure to note that their minimum package is for 3 users in the pricing part of their website. I now have to find another provider of a similar service which is time consuming and disruptive.

Actionstep still the best but not yet perfect

Commentaires : Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.

Avantages :

Document assembly tools are the most powerful of the many cloud based law practice management systems I have looked at. CLIO's document assembly comes close, but not quite as powerful. It is also the most customizable cloud based law practice management system I have tested.

Inconvénients :

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems. They seem to have heard these concern and over the past four years that I've been using Actionstep, and their development team has making progress on these two fronts. They aren't perfect yet, but they seem to be continually improving.

Small NY Metro Area Law Firm, T&E

Commentaires : We find it perfectly fits our needs.

Avantages :

Comprehensive features, simple interface

Inconvénients :

Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants.

Workflows Good! But Search, Integration with other software, and Document Generation need work.

Commentaires : We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.

Avantages :

Workflows, workflows, workflows. They help us keep our law office on track and help us keep deadlines and make sure we do not miss a step in complicated transactions. We like that Actionstep seems to be trying to improve the product.

Inconvénients :

Search is terrible! Searching for documents is useless. Searching for contacts by employer/place of work is impossible. These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search capabilities. Also, the fact that you can only see so many results on a page is maddening. Imagine that you want to search your contacts and get a list of contacts that live in a certain city. You want to select them all and send an email or something. NOPE! Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order. Also, there is no way to select them all and take any action like sednding them all an email within the program. Copy and paste of contact info is also impossible. I have many opportunities during a week to send one person the contact info for another person. Actionstep has no way for me to easily do this. There is no button to click, function to use or work-around for selecting a contact and getting that contact's info onto the clipboard for pasting into a document or email. You can bring up the contact and drag your mouse over various places on the contact form to copy the address, then do it again for the name, then do it again for the email address, then do it again for the phone number, then do it again for the fax number. But be careful not to *click on the(I ran out of space on this form)

Actionstep Workflows

Commentaires : We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.

Avantages :

Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily.

Inconvénients :

The home screen dashboard can use some design updates with relevant information.

Actionstep Review December 2019

Commentaires : The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.

Avantages :

That its online. That its simple (mostly) to use. That parts of it are customisable. The support.

Inconvénients :

The trust administration functionality isn't the best. Infinity was much better!!!

Huge increase fees this year - Other than that, a great product

Commentaires : Was such a standout performer for a small firm. Loved all the functionality but the recent increase in costs is disappointing. I recommended this product to other firms and spoke so highly of this software. Their target customer/client may have changed.

Avantages :

Very user friendly and suited my firm perfectly. The time recording and accounting were great to use. There were always improvements, most didn't relate to my firm's needs but so good to see. Loved the product.

Inconvénients :

The recent increase in fees. It appears that this will not be viable to small firms. An increase in fees is always expected by not by 300-400% in the one year. Customer service has gone downhill with its growth which appears common in software companies.

Lots to love about this program

Commentaires : Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features. What we love:
- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials The most challenging aspect of ActionStep is the initial setup (hence my three-star rating for "ease of use"). There is no sugar-coating it: the downside of all those wonderful customizable features is that someone in your organization has to do all the customizing. It's a lengthy process, and the initial data migration can also be time-consuming, but the friendly support staff are available to assist throughout the process. For us the end result has been well worth the challenging setup process. The ActionStep developers are constantly working on improvements to the program, including ways to make it integrate with other types of software and responding to users' suggestions. Occasionally the updates cause hiccups in the system, but they are typically short-lived. We genuinely appreciate the drive to improve the product and the responsiveness to users' wishes.

Avantages :

- Workflows that are customized for different types of cases - Customized tasks that are automatically assigned to particular employees - Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.) - Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board - Newsfeed-style case notes with tag options to identify notes as "important," "call," etc. - Document folders with powerful search feature to easily locate documents - Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases - Ability to create letter and other document templates that pre-populate cases - Document portal that allows clients and other parties to securely exchange documents with the firm - Fantastic support staff and easy-to-follow tutorials

Inconvénients :

- Challenging initial setup (customization of features) - Cumbersome process to unlock encrypted zip files after backup request - Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep

Great Features with Not So Great Service

Commentaires : Overall it's been a decent system. There is room for improvement, but ultimately it does give you a lot of customization for a better price than a lot of cloud based services out there.

Avantages :

You can customize it according to your needs, including custom reports and exports. It's easy to use on a daily basis and has an attractive platform that is well organized. It has it's own document storage, so you don't have to use two different programs/services to get it to work (such as box or another doc storage service) It does conflict checks and syncs with e-mail so you can assign e-mails as you send/receive them to the matter they are relevant to.

Inconvénients :

The customer support is terrible. Response time has been poor. When there is a response, it typically is, refer to the on-line manual. My spouse is an IT person, so I'm fairly computer program savvy. So I don't contact tech support unless I've gone through everything in the manual and tried everything I can think of first. When that is met with "look at the manual" it's beyond frustrating. Once we get past that, it usually doesn't take them long to get the issue resolved or walk me through what needs to be done to achieve the goal. Also, in order to use the macros letters/documents where information auto-populates from your case into the letter or document, you pretty much have to be a computer programmer to get that to work.

Decent legal software

Commentaires : We keep track of our time better, and thus bill more.

Avantages :

The best feature is the ability for everyone to enter their time contemporaneously. The customizable workflows are nice, though there is a bit of a learning curve to implement them. Also,it's nice to have practice management and accounting all rolled into one software.

Inconvénients :

Some of the reports aren't very good. The basic accounting reports, like the income statement and balance sheet, are fine. But some of the others, like the ones that look at time entries or payments by clients, are difficult to understand. They have some very fine nuances that aren't explained anywhere, and that makes it hard to make apples to apples comparisons if you have to use two different reports.

Welcome addition for UK law firms

Commentaires : We moved to ActionStep from a well-known cloud-based practice management system about a year ago. Although we are a small firm, the reality is that even small law firms have their share of admin and the need to demonstrate good procedures. We found that the other systems aimed at small law firms were certainly simple, but were too short on functionality. The biggest improvement for us was finally moving to a system which had a fully integrated accounts system. We also noticed big improvements when it came to extracting and reporting on data. ActionStep includes a very full set of features which would cater for much bigger organisations. This does mean that the initial set-up requires some thought and we'd recommend having a consultant guide you through the steps. It is possible to take things a step at a time, and the level of effort and complexity is proportionate the the benefits of the system. Our previous system was possible to use pretty much out-of-the-box, but we fairly quickly found that it didn't have the sophistication to do some fairly basic things. The workflow capabilities are a sound way to ensure that we adhere properly to procedures such as conflict searches, setting up new clients and new matters. By leading a user through the steps, there's no need to rely on the users having to remember to follow a policy document. Our office manual was over 100 pages long, but many of the requirements are now built into ActionStep. The trick is not to over-engineer this. You want a workflow which supports your work, not one which requires all the stars to line up before you can successfully start a new project. ActionStep is a new entrant to the UK market, with an HQ in New Zealand and operations in the US. There is now a local UK presence and we've also found that the NZ team are very adaptable to handling requests from the UK. Our consultant managed to be chirpy on the phone even when I knew we were calling in the very early hours of her morning. We've seen several significant new features rolled out during our use, so we're pleased with the ongoing investment in improvements. The latest time recording system has proved very popular in our office. There are a few features which the accounting system doesn't handle compared to our previous system (such as automatically posting VAT returns to HMRC) but the gaps have proved very minor compared to the gains from having the accounts system fully integrated with matter management.

Effective and Efficient Law Practice Management

Avantages :

I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where Actionstep has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and *bam*, there's everything. There are many other useful features that I know I just haven't even tapped into yet.

Inconvénients :

- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed. - Before using Actionstep, I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it *sort of* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name. - I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide. - I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that. - Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive.

Turnkey solution for legal practice management

Avantages :

ActionStep runs a variety of reports and queries from our data tables very quickly, and we can customize views and reports as needed. The financial software and G/L is included, which is rather rare. Trust accounting is treated as it should be with separate reporting and functions. Their development of the APIs to connect to Microsoft and Outlook has given us a lot more efficiency in workflows. The support staff is very responsive and will try to thoroughly understand and address the issues for us.

Inconvénients :

Some of the accounting functions need some work to run smoothly and to be more intuitive. Also the Outlook add-in and Microsoft Plug In are nice to have but the average user cannot properly install them and maintain them it seems on their own, there are too many steps to the install and updates.

Do not use Actionstpe if you are a smll firm and looking to focus on conveyancing.

Commentaires : I’m sure this software would be beneficial for a large (100 people +) firm who wants a customisable program. However, if you are a small operated and do not have unlimited resosres, you may want to steer clear of this software. I wish I did.

Avantages :

The fact that it is 100% web and cloud based.

Inconvénients :

The lack of cohesion between :- 1. Actionstep (ie the software provider), -2. the separate company which implements the installation and maintenance; and - 3. The 3rd party add on providers (ie the conveyancing add on is done by a company called Konekta) is problematic and horrendous to navigate. This software is full of issues and there is no accountability by anyone. When issues arise, my experience was that each of the 3 before mentioned parties blame each other and then come up with excuses. There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions). Very embarrassing and potentially dangerous.

Feature Packed but missing a few key components

Commentaires : Working with Actionstep has been great, but I am in the process of switching to another application due to the availability of integrations I am looking for. I would have no hesitation going back to Actionstep in the future.

Avantages :

This is by far the best of the mainstream programs for document assembly. The tasked based orientation of the program is great once set up. Support has always been helpful and knowledgeable. Very easy to customize. Strong reporting.

Inconvénients :

While having a strong feature set, I feel the software is missing a few key integrations. The software really needs to integrate with LawPay, OneDrive and Quickbooks(I believe these were all under development, but not available when I last checked).

One Stop Shop

Commentaires : Trust accounting is very easy and efficient along with creating and managing matters

Avantages :

Actionstep does it all, from trust accounting to matter creation and workflows and firm accounting. Fully customisable matter and document templates.

Inconvénients :

Updates and user suggestions take a while to be onboarded

Using Actionstep

Commentaires : Overall, I enjoy using action step. I cannot recall any problems with this software.

Avantages :

I like the idea that client information is easily accessible. I am able to determine the status of a case at moments glance. I can plug in all my tasks and assign due dates to keep me organized.

Inconvénients :

Not being able to update or correct information in the client profile, such as adding, title, Mr./Ms. This site only allows for address changes, or adding emails.

ActionstepReview

Commentaires : Great software!

Avantages :

It is all inclusive - with the exception of acouting

Inconvénients :

Accounting! it does't work for us - we are still using QBO

Lifeline

Commentaires : My overall experience with Actionstep is excellent.

Avantages :

ActionStep is easy to use and maintain as a central portal for keeping up with client files and work between staff.

Inconvénients :

I wish the software had better search functions including an ability to look up contacts by phone number.

Actionstep is Ace

Avantages :

I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best. Opening a new matter is super easy, which is important.

Inconvénients :

I can't think of anything right now but will come back to you if I do.

Action Step Review

Commentaires : Great, just a bit too pricy

Avantages :

the search feature is fantastic, I like the website design, I like the customer service

Inconvénients :

I wish it was an application instead of a website. Maybe something I could even access on my phone easily.