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Actionstep for Outlook

Actionstep

A seamless experience from inbox to matter management

With Actionstep’s Outlook 365 add-in, law firms can get rid of unnecessary administrative processes, double entry and information silos between Outlook and Matter files. The add-in integrates the two major programs lawyers use to communicate with clients, manage matters and exchange documents. Users can view time entries and capture documents & emails directly from Microsoft Outlook and save them to a matter in Actionstep’s legal practice management software.

Actionstep’s Outlook 365 add-in allows legal professionals to:

  • Save emails directly to Actionstep from Outlook 365

  • Bulk load multiple emails from Outlook to a matter in Actionstep

  • View and create time entries on your matter from Outlook 365

  • View and create tasks on the matter from Outlook 365

  • Save attachments from Outlook to your matter document management system

  • View billing information stored in Actionstep from Outlook

Automate your matter information management with Actionstep’s Outlook 365 add-in, so you have more time & headspace to serve your clients well.

There’s no extra charge; this integration is part of your Actionstep subscription.

Fonctionnalités du complément
Lorsque ce complément est utilisé, il
  • Peut envoyer des données via Internet
  • Ce complément peut lire ou modifier le contenu des éléments de votre boîte aux lettres et créer des éléments. Il peut accéder aux informations personnelles (corps, objet, expéditeur, destinataires ou pièces jointes) des messages ou des éléments du calendrier. Il peut également envoyer ces données à un service tiers.
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