Actionstep for Outlook
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.
- Can send data over the Internet
- This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.