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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.

ऐड-इन क्षमताएँ
इस ऐड-इन का उपयोग किए जाने पर, यह
  • इंटरनेट के माध्यम से डेटा भेज सकता है
  • यह ऐड-इन आपके मेलबॉक्स में मौजूद किसी आइटम की सामग्रियों को पढ़ या संशोधित कर सकता है और नया आइटम बना सकता है. यह किसी भी संदेश या कैलेंडर आइटम में मौजूद व्यक्तिगत जानकारी -- जैसे मुख्य भाग, विषय, प्रेषक, प्राप्तकर्ता या अनुलग्नक -- तक पहुँच प्राप्त कर सकता है. यह इस डेटा को तृतीय-पक्ष की किसी सेवा को भेज सकता है.
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