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How can we make Actionstep better for you?

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  1. Add button to re-generate portal e-mail to clients

    Our clients get confused about the portal and often overlook or misplace the initial e-mail that invites them to create their account. On our end, we spend a lot of time switching the portal off and on or trying other tricks to re-generate that e-mail. A simple button that allows system users to re-send portal invitations to clients would make life a lot easier for everyone involved.

    30 votes
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      1 comment  ·  Admin →
    • Sync Actionstep Contacts with Phone Contacts

      Customer frequently runs into issues where she receives a call from a client on her cell phone but doesn't have that client's information saved in her phone. Because of this she sometimes misses client calls or doesn't realize a client has tried to contact her.

      Since Outlook contacts can sync w/ a mobile device customer would like to be able to push clients from her Actionstep database into her Outlook contacts list.

      Allowing the Actionstep app to sync with mobile device contact lists could have a similar result.

      11 votes
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      • More ways to organize document templates

        As more document templates are being added within action types, we need to be able to restrict the list to more easily find the correct template.

        I think the best thing to implement to help find templates would be a feature to group templates together. When creating a document template, it could be an option to put the template in an existing group, or to create a new group. Then, there could be a drop-down underneath the choose template down-drop to list/search only the documents in a certain group.

        Also, the search function needs updating. You should be able to…

        21 votes
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        • Integration with RingCentral

          I think Integration with RingCentral would be awesome. Ability to track phone calls, recordings, text messages and etc. Directly in a client's file and bill for the time would be amazing. Plus integration with the contact database. Definitely a game changer and I know you guys use it for your phone service so I believe you know how useful this would be.

          52 votes
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          • Add tags to appointments

            It would be very useful to be able to add tags to an appointment. This way, you could filter an appointment by these tags, and easily find all court dates, telephone conferences, meetings, training, etc.

            These tags could also be attached to a certain color, so for example, all appointments you have tagged as 'Court' are automatically red.

            10 votes
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              0 comments  ·  Calendar  ·  Admin →
            • Adding additional Genders

              In this age we have more genders than Male or Female. In fact facebook support over 50 types of genders. Whilst I dont think we need to go that far, I do think we need to increase the number of genders available on a contact record and have that be in line with International standards of Gender capture in database systems.

              4 votes
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                0 comments  ·  Contacts  ·  Admin →
              • Shared Tasks

                Shared tasks. Simply put, the ability to assign a task to multiple people and when it is marked done it is marked done for everyone. Instead of current system which creates the individual task on everyone's list and if marked done by one person still remains on other individuals task list. This would allow people to collaborate. If multiple people are capable of doing said task then first one who is available or gets around to it could complete the task and it could then be removed from everyone's task list and they would know it was completed and no…

                11 votes
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                  0 comments  ·  Workflow  ·  Admin →
                • portal email

                  Portal - allow toggle of whether or not portal message content is included in notification e-mails.

                  4 votes
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                  • Merging various documents into one single PDF attachment

                    We often merge various letters and attachments into the one single PDF attachment to send to clients and other parties. This allows the receiver to view and/or print one single document rather than opening and closing up to 5 different attachments.

                    33 votes
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                    • Search email templates to generate

                      When you want to generate a document template you have the ability to search for the template you want. This is fantastic and it's something I think needs to be implemented for email templates as well.

                      Maybe just a search bar within the dropdown?

                      15 votes
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                        0 comments  ·  Email  ·  Admin →
                      • Adobe Acrobat Cloud Integration (Ability to Preview, Edit, Combine, Send & Track, E-Sign)

                        I think that it is crucial that ActionStep integrate with Adobe Acrobat DC.

                        I think that this should be done above all other similar integrations (included above DocuSign).

                        Doing so will solve SO many of the other posts I have been reading in this forum.

                        Including providing the ability to:
                        - Edit PDF Documents
                        - Combine PDF Documents
                        - Preview Documents in a Preview Window
                        - Send Large Files and Track whether recipient has downloaded them.
                        - Sign Your Own PDF Document Electronically.
                        - Send Documents for E-Signatures (similar to DocuSign requests) [NOTE: I currently use DocuSign for our e-signatures,…

                        30 votes
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                        • Have a save button at the top of the screen as well as the bottom

                          When editing clients please have a SAVE button at the TOP as well as the bottom.
                          Now that we constantly have to be asked if something is a duplicate (which is at the top of the screen) it'd be good to also be able to save the contact at the same time as opposed to scrolling down, and up and down again.

                          8 votes
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                          • Conditional workflows

                            Being able to have conditional workflows so that specific fields only appear once a condition has been met e.g. another field is checked

                            6 votes
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                            • Make Deposit Slip function available when making a Firm Deposit, not just Client Deposit

                              The deposit slip dropdown needs to be available when entering ALL receipts. Right now, if you have a Firm receipt, you cannot include it in a Deposit Slip.

                              3 votes
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                                1 comment  ·  Accounting  ·  Admin →
                              • Tasks assigned to "Assigned to" participant

                                Customer would like to ability to assign a task to the user the matter is assigned to. That way reassigning that matter would also reassign those tasks.

                                4 votes
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                                  0 comments  ·  Workflow  ·  Admin →
                                • Calendar, attaching a document to a calendar entry

                                  It would be helpful to be able to add a document to a calendar entry, for example tickets to an event booked into the calendar.

                                  7 votes
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                                    1 comment  ·  Calendar  ·  Admin →
                                  • In an email where you can add an association, when you select filter and go to status, "Closed" and "Open" matters should also be an option.

                                    In an email where you can add an association, when you select filter and go to status, "Closed" and "Open" matters should also be an option since you can't search for the closed matter without either typing the full name or ID number. If you filter for closed and start typing the name it should come up easier.

                                    4 votes
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                                    • Email templates

                                      We operate almost exclusively on email. We have many email templates for each Action, and many actions. Having all the email tempates come up every time is too much! Can we set it so that only that Actions email templates come up?

                                      8 votes
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                                        1 comment  ·  Email  ·  Admin →
                                      • Bulk Email filing in ActionStep (From one matter to another)

                                        Hi,

                                        It would be great if you could copy and move emails in bulk from one matter to another.

                                        Lawyers don't always do emails in ActionStep or save to ActionStep as they go and often emails can relate to multiple matters for a client so it would be great once they are in ActionStep to be able to save to multiple matters in bulk in some way.

                                        1 vote
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                                          1 comment  ·  Email  ·  Admin →
                                        • Debtor Statements - Please use Matter Number as a reference not the Invoice Number.

                                          Statements need to be made more user friendly.
                                          The Client matter number as the reference as this relates to the Client.
                                          Not the Invoice number.

                                          Also the listing of time should just be just one entry not various entries using up all the Invoice space under Services rendered. Say all totalled under Planning& Preparation.

                                          1 vote
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