Law firm management platform launches initial phase of connected practice management and legal accounting suite, and now offers midsize law firms new document automation and intuitive forms and data collection solution.

DENVER - Aug. 11, 2024 - PRLog -- Actionstep, a leading provider of cloud-based law firm management software supporting more than 2,200 law firms in North America, and nearly 4,500 globally, today announced the initial integration of Legal Accounting (formerly Soluno) with the Actionstep practice management platform, along with the addition of Builder, a complete document automation solution, and Capture, Actionstep's new intuitive forms solution. These new additions come on the heels of a highly requested product enhancement, Matter View, which offers total visibility across matter developments, activity, and files. These new Actionstep solutions and accounting suite will be previewed and showcased live throughout this week's ILTACON conference in Nashville.

Existing Actionstep customers will have access to integrated Legal Accounting in October, and both Builder and Capture will be available in November after early adopter pilot programs. Matter View is already in active use by customers as part of Actionstep's core practice management solution.

"Our top priority is to listen to our customers closely and build technology solutions that help midsize law firms thrive, work more efficiently, and provide the best client experience, all from within one central hub," shared Early Stephens, CEO, Actionstep. "Our latest product development efforts focus on connecting the most comprehensive accounting functionality with our practice management capabilities, along with market-leading document automation capabilities, advanced form and data capture, and deeper visibility into clients and matters."

Actionstep is highlighting the following during ILTACON this week:

Connected Legal Accounting + Practice Management: To date, Actionstep has provided both a Practice Management and a Legal Accounting product for law firms, used independently of each other. Actionstep has now connected these products to add an end-to-end law firm management solution to its suite of options for customers. Customers can share client, matter, and time-entry data across Actionstep's comprehensive, secure cloud-based legal accounting and practice management platform, eliminating duplicate data entry or reliance on disparate data silos. Law firms who use Actionstep's full-featured Legal Accounting suite in conjunction with Actionstep Practice Management will unlock more efficient ways to manage accounting, billing, time tracking, matter management, and document management, all powered by automation and powerful workflows.

Builder: With the Builder add-on to Actionstep, firms gain intuitive document automation designed to accelerate the creation of accurate legal documents throughout a matter's lifecycle. Users can create custom templates and standardize document creation workflows based on matter and client criteria, accelerating document production, improving document accuracy, and reducing document review tasks.

Capture: This intuitive forms add-on to Actionstep enables firms to capture relevant matter and client details using intelligent, custom forms that modify question sets based on responses. Once verified, Capture automatically adds collected data to the relevant Actionstep matter, keeping matters moving forward and up to date, adding a new level of productivity to client and matter management.

Matter View: Offered as a new capability built into Actionstep's practice management platform, existing users get total visibility across matter developments, activities, and files. Users can now view the full chronology of all documents, file notes, emails, and other communications associated with a matter, and find exactly what they need to complete related tasks - all from one screen.

For more details about Actionstep and its comprehensive platform offerings, go to www.actionstep.com. ILTACON attendees can visit Actionstep booth #651 to see the new products and enhancements in action.

Contact
Jobst Elster
***@insidelegal.com
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Source: Actionstep

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