Actionstep CRM
Company Name
Actionstep
Year Founded
2004
Awards
No awards available
Headquarters
United States
Founders
Ted Jordan
Team size
201-500
About the product
Actionstep's Client Management software enhances law firms' client interactions through automated workflows, secure client portals, and integrated webforms. Features include automated communications, task reminders, and real-time updates, ensuring clients remain informed. This cloud-based platform is accessible from any device, facilitating seamless client engagement and management.
Deployment
- Cloud
Focus countries
- United States
- United Kingdom
Mobile Accessibility
- Yes
Average adoption time
- 2-3 weeks average implementation time
Language
- English
Overview
USP
Actionstep differentiates itself by offering customizable automated workflows that streamline client interactions, reducing manual tasks and potential errors. The secure client portal allows real-time collaboration, enhancing client satisfaction. By automating routine processes, firms can allocate resources more efficiently, leading to improved client retention and operational efficiency.
Pain point addressed
Prior to adopting Actionstep, firms often faced challenges in maintaining consistent client communication and timely follow-ups, leading to decreased client satisfaction. The software's automated reminders and secure communication channels ensure clients are promptly informed about matter updates, reducing the risk of missed communications and enhancing overall client trust.
Upcoming Updates
Unlocking new possibilities with future updates
Enhancing user experience through continuous improvement
Customer Segments
Target Users
Existing Distribution
Target Industries
Existing Distribution
Target Practice Areas
Sample Distribution
Target Client Team Size
Sample Distribution
Process Lifecycle
Client Relationship Management
1
Intake
2
Assessment
3
Strategize
4
Represent
5
Communication
6
Review
Governance, Risk and Compliance
1
Coverage
2
Assessment
3
Validation
4
Implementation
5
Monitoring
6
Analysis
Features
Core Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Advanced Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Security Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Integration Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Analytics Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Support Features
- Feature 1 description
- Feature 2 description
- Feature 3 description
Pricing
Free Trial
14 days trial available
Time period (Free Trial)
2 weeks duration
Free version
Limited features available
Pricing parameter
Support & Services
Demo
Self Demo
Guided Demo
Video Demo
Supports
Help ticket
Training
Documentation
Video Training
Live Training
Post Implementation
Maintenance
Request for Change
Training
Data Migration