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Actionstep for Outlook

Actionstep에 의해

(16 등급)

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.

앱 기능

이 앱을 사용하면
  • 인터넷을 통해 데이터를 보낼 수 있음
  • 이 앱은 사서함에 있는 모든 항목의 콘텐츠를 읽거나 수정하고 새 항목을 만들 수 있습니다. 이 앱은 모든 메시지 또는 일정 항목의 본문, 제목, 보낸 사람, 받는 사람 또는 첨부 파일과 같은 개인 정보에 액세스할 수 있습니다. 이 앱은 이 데이터를 타사 서비스에 보낼 수도 있습니다.

한눈에 보기

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