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.

Mogelijkheden van invoegtoepassing
Wanneer deze invoegtoepassing wordt gebruikt, kan deze
  • Gegevens via internet verzenden
  • Met deze invoegtoepassing kan de inhoud van items in uw postvak worden gelezen of gewijzigd en kunnen er nieuwe items worden gemaakt. De invoegtoepassing heeft toegang tot persoonlijke informatie, zoals de hoofdtekst, het onderwerp, de afzender, ontvangers of bijlagen, in alle berichten en kalenderitems. Deze gegevens kunnen met de invoegtoepassing naar een externe service worden verzonden.
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