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Conheça Actionstep

O Actionstep é uma solução inteligente de gerenciamento baseado na nuvem para escritórios e profissionais de advocacia focados no futuro. Ideal para empresas com 1 a 50 usuários, o Actionstep é capaz de personalizar fluxos de trabalho e automatizar processos para se adequar à prática jurídica. Juntamente com gerenciamento de assuntos, gestão do relacionamento com o cliente (CRM, na sigla em inglês), monitoramento de horas e cobrança, o Actionstep é uma solução completa de gerenciamento de práticas para escritórios de advocacia. Faça um teste grátis e saiba mais.

Quem usa Actionstep?

Para escritórios de advocacia voltados para negócios, que desejam simplificar o funcionamento, automatizar processos exclusivos e otimizar a produção jurídica.

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do Actionstep

Pontuação média

Geral
4,2
Praticidade
3,9
Atendimento ao cliente
3,9
Recursos
4,0
Relação qualidade/preço
4,0

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
51%
4
32%
3
10%
2
3%
1
4%
Daniel Danny
Daniel Danny
Principal Legal Director, Austrália
Usuário do LinkedIn Verificado
Escritório de advocacia, 2–10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Stick with it - it's amazing

5,0 há 4 anos

Comentários: Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Vantagens:

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Desvantagens:

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Resposta do Actionstep Software

há 4 anos

Thank you Daniel. Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution. If you have any questions - please don't hesitate to contact our support team on [email protected] or in our in-app chat.

Carol
Carol
Attorney, EUA
Usuário do LinkedIn Verificado
Serviços jurídicos, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Lots of Customization options, but lacking some basic common sense

4,0 há 5 anos

Comentários: Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Vantagens:

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Desvantagens:

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up.

Resposta do Actionstep Software

há 5 anos

Carol - thanks for taking the time to write the review. We really appreciate your positive comments about Actionstep - particularly regarding transparency and Microsoft Office Integration. You have a number of suggestions which I am going to take to our product development team - hearing feedback like this is really helpful for us in planning out future product development work. We will be in touch with you directly to discuss these further. Thanks again.

charmaine
Practice Manager, Austrália
Serviços jurídicos, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Actionstep review

3,0 há 2 meses Novo

Comentários: I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers

Vantagens:

It is easy to navigate once you know what it can do and it is inexpensive to purchase and maintain, especially if you have a small firm.

Desvantagens:

The billing module could be easier and a live visit from technician would have bee wonderful at the start instead of having to learn everything online which took forever.

Lisa
Partner, EUA
Escritório de advocacia, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Excellent CRM for lawyers!

5,0 há 7 meses

Comentários: Overall, this is a terrific product worth purchasing!

Vantagens:

We loved the ability to craft work flows based upon our specific practice. But we also had the flexibility to obtain pre-set work flows as well. The client management and task automation is incredibly helpful.

Desvantagens:

My biggest frustration is that we created a webform so with a couple clicks, staff can create a new potential client matter using that information as it integrates into the software. However, 90% of the webforms are spam that has to be read every day because bots are completing the form. Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS system. This is a huge issue I've spent so much time on and it is the one issue that would make our work lives so much better if it could be remedied.

Brahm
lawyer, Canadá
Serviços jurídicos, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Actionstep still the best but not yet perfect

5,0 há 4 anos

Comentários: Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.

Vantagens:

Document assembly tools are the most powerful of the many cloud based law practice management systems I have looked at. CLIO's document assembly comes close, but not quite as powerful. It is also the most customizable cloud based law practice management system I have tested.

Desvantagens:

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems. They seem to have heard these concern and over the past four years that I've been using Actionstep, and their development team has making progress on these two fronts. They aren't perfect yet, but they seem to be continually improving.

Resposta do Actionstep Software

há 3 anos

Hi Brahm, Thank you so much for your fantastic review. Its great to hear you are saving hours using our Document Automation functionality! Should you ever have any questions or would like to learn how how to get even more out of Actionstep, please do not hesitate to contact our customer success or support teams Thanks