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Actionstep for Outlook

door Actionstep

(16 classificaties)

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.

App capabilities

When this app is used, it
  • Gegevens via internet verzenden
  • This app 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.

Een overzicht

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