“Some of the key benefits we have experienced with Actionstep are as follows: An excellent project management tool to progress cases in a transparent and efficient manner. Any member of staff can look into a case and in seconds establish where the case is up to. Task management – the ability to schedule tasks and assign tasks with deadlines to other members of staff is really useful. Invoicing from AS is really easy and efficient for our credit controller. AS is great for third parties that we work with (e.g. our bookkeeper and credit controller) who can access AS, but we can restrict their access to certain levels and read-only access.”

— Darren Toms, Managing Director, Clumber Consultancy

“We have many clients who have always used server-based software who have been contemplating going to a cloud solution. Because of the flexibility of Actionstep, and the depth of front and back-office functionality, we have successfully migrated firms to Actionstep. The workflow and automation features have proven to be an important factor for our clients when it comes to increasing efficiency and profitability.”

— Affinity Consulting Group

“I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. We have been able to get our bills out more quickly and my bookkeeper loves it. The user interface is clean and the response rate is rapid. Information is so much easier to find in Actionstep than in the program we used before (PCLaw). The search function is powerful.”

— Katherine L. Taylor, Taylor Law