Actionstep

Stick with it - it's amazing

Opmerkingen: Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Pluspunten:

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Minpunten:

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Lots of Customization options, but lacking some basic common sense

Opmerkingen: Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Pluspunten:

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Minpunten:

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up.

It works!

Pluspunten:

It has a bit of a learning curve to get started, more so than some others, but it's not terrible (and I am not a techie); then it just *works*. I've been very happy with it, get great customer service when I have a question, and do not know why everyone isn't using it.

Minpunten:

I wish it did automatic contingency fee billing and that the contacts in a company were more integrated with the company (but that may be my problem and not the software).

Finicky platform - arbitratry and unpredictable pricing

Opmerkingen: Terrible. Would not recommend. Looking for alternative providers now.

Pluspunten:

Decent practice management software, but terrible pricing structure. Have changed pricing drastically in the last couple of years and just introduced new access fee component which drastically increased cost of subscription

Minpunten:

See above notes on costs. Do not recommend.

Worst support

Pluspunten:

Easy to use, intuitive, and in many ways better than Leap

Minpunten:

It has the worst customer service. No one responds and when they do, they don't get the problem and you have to explain yourself again and again. I hate their service. I hate their support. There's no phones number anywhere to contact them. I have an urgent issue and they don't care.