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Actionstep for Outlook

Actionstep

Manage Your Practice From Outlook

Actionstep gives law firms the freedom & tools to evolve & grow.

Outlook is where we spend the most time working each day. With this comprehensive Outlook add-in for Microsoft 365, Actionstep has brought everyday matter & practice management functionality right to your inbox. So you'll get control of your inbox, streamline administrative processes and eliminate data entry duplication.

This is the most comprehensive Outlook add-in for law firms. Stay in Outlook while you:

  • Get control of our inbox - bulk assign emails, attachments and email threads to matters

  • Create new contacts & see existing contacts

  • Apply templated emails pulling information from your matter into your email

  • Keep matter files updated in real-time with relevant documents, file activity & notes

  • Stay on top of matter tasks - review, update & assign tasks

  • Keep track of time & assign it to matters

  • Automatically keep clients informed of matter developments

This add-in reduces the productivity loss of moving between systems and improves the quality of the data in your practice management system, because real-time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device.

You will need an existing Actionstep login to use the add-in. No further costs beyond your Actionstep subscription are required.

Add-In-Funktionen
Hinweise für die Verwendung dieses Add-Ins:
  • Es kann Daten über das Internet senden.
  • Dieses Add-In kann den Inhalt von Elementen in Ihrem Postfach lesen oder ändern sowie neue Elemente erstellen. Es kann in jeder Nachricht und in jedem Kalenderelement auf persönliche Informationen zugreifen, beispielsweise Text, Betreff, Absender, Empfänger oder Anlagen. Es sendet diese Daten möglicherweise an einen Drittanbieterdienst.
  • Auf einen Blick
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