Actionstep

Actionstep Case Management

Mauve Morpho Business and Actionstep Consulting

We are Certified Consultants with Actionstep. Actionstep is a wonderful software that uses a step workflow to manage tasks, emails, notes, custom fields, document templates and more to help your business be more productive. If you already know you want Actionstep and came here for it, you can stop reading, we’d be happy to help you, just reach out and we’ll have a call to make sure we are a good fit and start working together.

Actionstep Implementation Services

Let us help you dial in Actionstep to be everything you are hoping it will be. We can do anything from a quick nearly overnight build to get a solo practitioner up and running to an extensive build with complex workflows, automation, and Zapier integrations to your other tools.

For Law Firms

If you aren’t familiar with Actionstep, Actionstep is built with law firm practice management in mind, and is the best solution we’ve been able to find for most Attorneys and law firms of any size, from a single practitioner who needs to be a little more efficient with their stretched time to a large firm trying to track where and how their hundreds of employees are using their time.

You can read more about Actionstep below, but after spending a ton of time looking at the options personally when I worked at a law firm, I can confidently tell you there’s at least an 80% chance that it’s the best option for your firm. Rather than spend a chunk of time trying to figure out what the other options are and what’s best, reach out to us, we can show you around, talk about your specific needs and help you figure out if there is something else that you might need from a different option and point you in the right direction. Our goal is always to give you the best information we can; we are happy to help you find an implement any software you need, not just this one.

Other Businesses

One thing we love about Actionstep though is that it’s great for a lot more than just attorneys. Any business with predictable workflows and a strong focus on keeping data consistent and connected is a great candidate for Actionstep. To say that another way, with Actionstep we can build out how each type of your projects flow and build the whole system around that.

Let’s say you are a builder of custom camping rigs like RVs and camper vans. We could set up a workflow for each type of vehicle you customize with custom fields and sections to define what type of counters, size of vehicle, etc your clients are interested in, auto create the contract, auto create the purchase orders for supplies, automatically email a couple other suppliers about what you need, and keep the client informed every step of the way, along with billing, time tracking, and dozens of other features all built in.

Save time

Workflows, templates, and automated tasks/reminders all help make it easy for your team to focus on doing great work quickly. Stop writing the same email over and over or manually tweaking a template. With Actionstep, we can pull in almost any data from their files into word documents or emails in just a couple clicks.

Happier Clients

Actionstep makes it easy to keep your clients informed and make sure anyone in the office can answer basic questions and seem informed. Your clients will feel like the whole office is ready to help them.

Secure and Accessible

Actionstep can be accessed by you and your attorneys anywhere with internet, anytime.

At the same time, you can restrict other access if needed, with very granular options (For instance, you could give your front desk access to only basic files, only during business hours, and only from the office).

All data is stored on Amazon servers near you, fully encrypted at all times.

Visibility

Custom views let you know at a glance where all your cases are, details of those cases, and financial status. Don’t waste your time looking for answers, get them in a click or even emailed to you on whatever schedule you want.

Reduce Errors

Integrate seamlessly

Actionstep has built in integrations with google and outlook calendars, numerous other software options, and, with Zapier, just about anything else your firm uses. With custom API hooks available, if it doesn’t already connect, a connection can be built.

Questions or Ready to Start?

Let us help you figure out what software is the right option for you.

Let us help you dial in yoursoftware to be everything you are hoping it will be. Of course, we’ll start with figuring out which software you need, but we can do very quick builds for small firms who need something yesterday.