Actionstep

par Actionstep Software

Qui utilise Actionstep ?

Pour les cabinets d'avocats soucieux de l'entreprise qui veulent simplifier leur façon de travailler, automatiser leurs processus uniques et optimiser leurs résultats juridiques.

Description de Actionstep

Actionstep est un système complet de gestion de cabinet juridique, intégré dans le cloud, avec à son cœur l'automatisation. Actionstep utilise le flux de travail pour éliminer les tâches administratives des cabinets d'avocats et simplifier la façon de travailler. Actionstep propose 3 plans de produits pour offrir une excellente expérience et une excellente valeur aux entreprises de tous types et de toutes tailles. En donnant aux avocats le temps libre pour écouter, intéressez les clients et faites la différence envers eux, chaque jour.

Informations sur Actionstep

Actionstep Software

http://www.actionstep.com

Fondé en 2004

Vidéo de Actionstep
Play
-thumb
-thumb
-thumb
-thumb

Présentation des tarifs de Actionstep

Actionstep n'est pas disponible en version gratuite et ne propose pas d'essai gratuit. La version payante de Actionstep est disponible à partir de 49,00 $US/mois.


À partir de

49,00 $US/mois

Version gratuite

Non

Essai gratuit

Non

Déploiement et prise en charge de Actionstep

Ressources d'aide

  • Support en horaire de bureau
  • En ligne

Déploiement

  • Cloud, SaaS, web
  • Mobile (iOS natif)
  • Mobile (Android natif)

Formation

  • Formation présentielle
  • Formation en ligne en direct
  • Webinaires
  • Documentation

Actionstep - Fonctionnalités

  • Facturation automatique
  • Gestion de la comptabilité
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des documents
  • Portail client
  • Suivi des frais
  • Suivi du temps

Logiciels de facturation pour le secteur juridique : afficher la liste complète

  • CRM
  • Comptabilité de fiducie
  • Facturation
  • Gestion de cas juridiques
  • Gestion des calendriers
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des tâches
  • Portail client
  • Suivi du temps

Logiciels de gestion de cabinet d'avocat : afficher la liste complète

  • Archivage et rétention
  • Assemblage de documents
  • Contrôles/Permissions d'accès
  • Gestion de versions
  • Gestion des contrats
  • Indexation de documents
  • Outils de collaboration
  • Recherche en texte intégral

Logiciels de gestion de la documentation juridique : afficher la liste complète

  • Comptabilité de fiducie
  • Facturation
  • Gestion des calendriers
  • Gestion des clients
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des e-mails
  • Gestion des tâches
  • Notes de cas
  • Suivi des frais
  • Suivi du temps

Logiciels de gestion des cas juridiques : afficher la liste complète

Actionstep - Logiciels similaires

Plus d'alternatives à Actionstep

Avis sur Actionstep

Lire tous les avis

Score moyen

Facilité d'utilisation 3,9
Service client 4,1
Fonctionnalités 4,2
Rapport qualité-prix 4,2

Évaluer le logiciel

Partagez vos expériences avec d'autres acheteurs de logiciels.

Écrivez votre avis !
Daniel danny R.
Principal Legal Director
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 08/07/2020

"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.

Réponse de l'éditeur

envoyé par Actionstep Software le 22/07/2020

Thank you Daniel.

Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution.

If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat.

  • Source de l'avis 
  • Publié le 08/07/2020
Brahm D.
lawyer
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 16/10/2020

"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.

  • Source de l'avis 
  • Publié le 16/10/2020
Damien H.
Lawyer
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    3 /5
  • Facilité d'utilisation
    2 /5
  • Fonctionnalités
    3 /5
  • Support client
    1 /5
  • Rapport qualité-prix
    2 /5
  • Probabilité de recommander le produit
    2/10
  • Source de l'avis 
  • Publié le 04/09/2019

"Catastrophic customer service and lack of common sense - too bad, it's a promising software"

Commentaires: Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

Avantages: Powerful and easily editable workflow engine. Really. Mass billing features. Customizable fields. Extremely powerful templating.

Inconvénients: Bugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too. Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure you are not going to send an invoice to a client who has provisioned you...). User acceptance is difficult. It is complicated to require changes in workflows and field fills (this is not the responsibility of Actionstep, but don't think it will run by itself. You will need to coach your employees). Customer service is catastrophic. I screamed for help when the system started to double-deduct (!) the retainers. It took 4 months to get a solution. In the meantime, I have continued to lose a lot of money. I have doubts about their financial strength, since six months after I started using the software, I received a notice of license increase. When I asked for some help to switch to a cheaper license, I was told that it would not be possible to keep my data (!!!!).

Réponse de l'éditeur

envoyé par Actionstep Software le 20/01/2020

Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience.

To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software.

Thank you again for your response

  • Source de l'avis 
  • Publié le 04/09/2019
Dan K.
Attorney / Owner
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4 /5
  • Facilité d'utilisation
    2 /5
  • Fonctionnalités
    3 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    4 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 06/08/2020

"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)

  • Source de l'avis 
  • Publié le 06/08/2020
Gary S.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 14/08/2020

"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.

Réponse de l'éditeur

envoyé par Actionstep Software le 25/08/2020

Hi Gary,

Thank you for such a positive review.

In regards to your comment on making use of templates & advanced features - we are making these more accessible to all users by producing more guides, videos, webinars & product tours. These are all free to access & will be kept up to date as we release & improve features.

Should your firm need a more hands-on solution, we have expanded our Customer Success team who can help guide you to the right guides or put you in touch with a partner who can assist.

If you need any help or have any questions, please do not hesitate to contact our team at support@actionstep.com

Thanks again.

  • Source de l'avis 
  • Publié le 14/08/2020