Actionstep

1. Client fills out a web form embedded on the firm's website.

2. The form automatically captures client data and uploads documents directly into Actionstep.

3. A new matter is created with the client's information.

4. A welcome email is automatically sent to the client.

1. Select a document template within Actionstep.

2. The template automatically populates with matter data.

3. Review and edit the document in Microsoft Word.

4. Save the final document back into Actionstep.

1. Track time entries within Actionstep.

2. Generate invoices based on tracked time and expenses.

3. Send invoices to clients via the client portal.

4. Process payments securely through integrated payment processing.

1. Create a matter for each new case.

2. Assign tasks and deadlines to team members.

3. Track matter progress using workflow automation.

4. Communicate with clients through the client portal.

1. Use the client portal to share matter updates and documents.

2. Send automated email reminders for upcoming deadlines.

3. Respond to client inquiries through the portal or email.

4. Track all client communications within Actionstep.