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Legal Practice Management Software Designed to Get Up and Running Fast
April 4, 2019
Actionstep Practice Pro is cloud practice management software designed for a quick start with a one-click upgrade path to more advanced features via sibling products Practice Pro+ and Premier.
Legal Practice Management Software Designed to Get Up and Running Fast
With dozens of settings and even more features, a modern cloud practice management system can seem daunting. It's difficult to know where to start. Many features may go unused for months or even forever depending on the needs of your firm. Ideally, you'd be better served by a product with only the essentials that also offers a path to more advanced features when you're ready for them. This is what Actionstep Practice Pro offers.
The Killer Feature
Actionstep was the first cloud practice management product when it launched in 2006. What is now called Actionstep Premier differentiated itself with its Workflows technology, enabling law firms to automate their business processes. Because of their flexibility and power, Workflows can require a significant investment of time to create.
Actionstep Practice Pro ships with a collection of pre-built Workflows for common practice areas. This eliminates having to build them yourself. Because no two firms are exactly alike, you can add your own custom tasks to each Workflow. Designate tasks as required or optional, calculate due dates based on triggers such as the completion of a prior task, and create and auto-assign tasks to members of your team. When someone completes a task, Practice Pro can create a time entry.
"Actionstep Practice Pro works out of the box, including pre-configured practice-area Workflows," says Founder Ted Jordan. "Firms can fine-tune the workflows by adding automated tasks at each step. Practice Pro is the best of both worlds — all the advantages of workflow, without the setup hassle. Seamless upgrade paths mean that firms will never outgrow Actionstep."
Other Notable Features
Practice Pro provides you with everything you need to get up and running on one screen (see screenshot below) such as adding your firm's details and logo, creating accounts for your team and setting their permissions, and entering your billing and trust accounting preferences. If you currently use another product, Actionstep offers a data migration tool and can assist you with the move.
The dashboard in Practice Pro keeps you apprised of your tasks and calendar events as well as recent activity on your matters. The activity feed can also alert you about new prospects if you use Practice Pro' customer relationship management (CRM) tools. Visually track prospects from initial contact through engagement and add them to a mailing list to nurture them.
When a prospect wants to retain your firm, the conflict checker — the same as the one in Premier — can search all records with one click or construct an advanced query. Export the results in Excel or PDF format for point-in-time proof of no conflict.
Practice Pro includes several technologies designed to improve productivity and help your firm grow. For example, the Intelligent Timesheet lists events and tasks without a corresponding time entry. The Mass Billing tool lists all clients with unbilled items — one click batch generates all the bills and emails them. Practice Pro offers many reports for analyzing your firm's finances and other data.
Actionstep Practice Pro minimizes the effort required to get started.
What Else Should You Know?
Practice Pro integrates with QuickBooks Online and Xero for accounting, Office 365 and Google Workspace for calendar syncing, and Word and Outlook for saving documents and email in matters. If you outgrow Practice Pro, you can upgrade to Actionstep Practice Pro+ or Premier (the company also offers a "data back guarantee").
Neil J. Squillante is the founder and publisher of TechnoLawyer, an award-winning network of free email newsletters for lawyers and law office administrators. Many consider TechnoLawyer the only email subscription they need. Previously, Neil practiced commercial litigation at Am Law 100 firm Willkie Farr & Gallagher. He received his J.D. from UCLA School of Law and his B.A. from Duke University.
