Manage new and existing clients through our range of Customer Relationship Management tools. Setup and give them access to their own Client Portal.
Follow a prescribed workflow, add file notes, send emails and book appointments in your calendar. Automate tasks, messaging and document generation.
Setup an unlimited number of accounts. Invoice for fixed fee or time billing. Manage trust accounts. Report on everything.
Actionstep is a cloud based web application for Mac or PC. No need to worry about backups, upgrades or expensive servers. You just need a computer with a browser.
Actionstep or Consulting Partner offer dedicated email and phone support to answer all your questions within the shortest time possible. We’re committed to world class support.
Our range of installable apps and plugins give you access to expert resources and the power of applications such as HotDocs, Google Mail, Microsoft Office & Xero.
When it comes to editing, calendar, email, Microsoft Office is the #1 tool to get it done
Use Actionsteps plugin for Microsoft Office to connect both systems allowing you to access and edit files in Actionstep without leaving your Office software
Allow your Outlook to synchronize with your Actionstep, meaning any changes made in one is reflected in the other