ACTIONSTEP

WHAT CAN IT DO?

ACCESSIBLE ANYWHERE

From any web browser.

Full cloud solution.

No requirement for Citrix.

Linked directly from the Carbon Platform.

INTEGRATION

Office 365.

Word.

Calendar.

Emails.

Documents.

 

TIME RECORDING

Easily accessible.

Editable at any point in time.

Uses narrative quick codes.

Mobile time recording - including dictation of narratives.

Suggestions list.

DOCUMENT MANAGEMENT

All matter documents saved to the matter in Actionstep.

Automatic task creation on matter creation e.g. terms & conditions & engagement letter. 

Document template generation from matter or within Word.

Document zipping for large files. 

EMAIL

Full integration with Outlook emails.

Assign emails to a matter from within Outlook.

Automatic sending of emails on matter creation.

Email any document(s) from a matter on a right click.

All docs are emailed in PDF format, unless you choose otherwise. 

SCRATCHPAD

Dump what's on your mind and deal with it later.

Convert scratchpad notes to:

- time recording

- calendar appointments

- file notes

- emails

Set reminder alerts as pop ups or emails.

Dictate scratchpad entries on the mobile app. 

RECENT ACTIVITY LOG

Jump straight in to any previous steps taken.

Go straight back to that matter, client, contact, document, time entry, or email.

CLIENT PORTAL

Every matter has a Client portal.

Select documents you wish to share.

Set access rights to allow the client to download only, edit, or upload new.

Send instant chat messages back and forth within the portal.

MOBILE APP

Time recording.

Matter List.

File notes.

Scratchpad.

Dictation.

Contacts list.

ACCOUNTS

Send an invoice straight to the client in one click.

Add your own disbursements. 

Monitor client account vs outstanding invoices. 

Clear full ledger screens.

Hundreds of user configurable reports. 

Create rules to be automatically alerted via email on key information.

TAKE A PEEK

THE DESKTOP VERSION

...AND IN THE FUTURE

Referral system - find the right Partner for the job!

Enhanced mobile functionality.

Tighter integration with Office 365 - Tasks will be included. 

MI reporting on the go - your own dashboard of reports, also available via mobile.

Enhanced workflow - what would YOU like YOUR matter to do? We can configure scripted tasks, documents and emails with key date alerts and record data on anything you wish to! A system that works in the way you want it to, personalised to your needs.