Features

How can we make Actionstep better for you?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Be able to 'Protect' Trust Monies

    A function that allows a certain amount of trust funds to be 'protected' or 'locked' so as to not be applied to an invoice as it may be a retainer or for barrister fees etc.

    28 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
    • Create a plug in for Adobe Reader

      Can you please add a Plug In for Adobe Reader - we are a law firm and use Adobe daily. It is not time efficient having to save a document to our desktops and then upload it from our desktop to Actionstep.

      99 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • Ability to access the additional email account info from compose new email

        At present we can only access a clients single email account. Some clients request an email to be sent to their work and personal email accounts however when composing a new email and selecting the recipient, we only have access to their primary email address and not any additional account info.

        21 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          1 comment  ·  Admin →
        • HST/GST payable

          There should only be one GL account for HST/GST payable. There should also be an HST/GST report for Canadian law firms that complies with our reporting requirements.

          13 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • Trust Cheque Hold Days with an optional override the hold feature

            Actionstep has the setting to set a payment method ie cheque to have a 'hold' number of days within the AU trust accounting, which is great.

            However there are instances where the cheque has actually cleared faster than expected as such clients would like to 'override' the clearance date to allow the funds to be available. ie make funds available now. Especially when the funds are to pay the lawyers invoice :)

            It would be good if there was a feature to 'override' the payment hold date and be set by trust permissions.

            13 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • Timesheet - show the billable amount as well

              On the timesheet screen it would be great to have a column that shows the billable amount. Presently it only shows Worked Hours, To Bill Hours and Rate Sheet. This would help the fee earner keep track of how they are going against daily targets

              13 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • Send confirmation emails from Calendar

                Add an option from a calendar appointment to send a customisable confirmation email to selected attendees.

                From the appointment, the email should also be able to merge the time and location.

                6 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  Calendar  ·  Admin →
                • Ability to create folders within the email tab

                  Often users would like to further categorise emails in their inboxes, sent items folders and draft folders. The ability to create new folders within these places would allow for this.

                  34 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    3 comments  ·  Email  ·  Admin →
                  • trust statement

                    It is a regulatory requirement (ACT) that we send a trust statement to every client who had an open trust account in the period 1 Jan - 30 Jun each year.
                    It would be wonderful to have a batch statement option to pull out matters that had an open trust account during these dates - regardless of whether that matter is currently open or closed.

                    28 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      1 comment  ·  Admin →
                    • Add a date calculator

                      Add a date calculator to the calendar page with options to calculate a date before/after a specified date and an option for business or calendar days. Then it would be helpful if once the date is calculated, it would navigate to that date.

                      7 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        0 comments  ·  Calendar  ·  Admin →
                      • Office Plugin - More distinguishable quick access toolbar icons

                        The Office plugin 'Save' and 'Save as' icons look small and nearly identical to each other once pinned to the quick access toolbar. Could they be changed to be more distinguishable from each other?

                        9 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                        • 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.

                          55 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • Deposit slips - separate numbering sequence for office and trust and ability to set auto number

                            Having a separate numbering sequence for office and trust deposit slips.
                            And the ability to set the next number in the sequence in the Admin / Accounting / Auto Numbers settings

                            4 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Accounting  ·  Admin →
                            • Allow associations to matter names in appointments entered in outlook.

                              It would be nice to be able to associate calendar appointments entered in outlook directly to the appropriate matter. It seems like this could be done very similarly to how we can associate emails to matters.

                              3 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Calendar  ·  Admin →
                              • Delete Steps in the Workflow After Making Them

                                It would be great if you could change/close/delete steps in the Workflow (adding why you deleted it for the records) after you have made them!

                                5 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Workflow  ·  Admin →
                                • Applying Credits to Invoices

                                  Clearer way to handle Credits. Currently its quite complicated and every client has a confusion about this.

                                  It should be a single button to make a credit then it pops up to ask which invoice to apply it to and then click save to effect the credit.

                                  The way it currently stands is quite complicated

                                  26 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    3 comments  ·  Accounting  ·  Admin →
                                  • Customization of portal notifications

                                    At present, portal notifications are restricted to the person who activates a client's access to the portal. That person only receives e-mail notifications if the client sends a portal message; otherwise the notification is in the Portal Chat area at the bottom of their ActionStep screen. We would like to:

                                    A) Designate other team member(s) to receive notifications of portal uploads AND messages (could be on a case-by-case basis or could be assigned to multiple participant types in the workflow), and/or

                                    B) Have the option to receive e-mail notifications of ALL portal activity by e-mail, including document uploads, so that…

                                    30 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • 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.

                                      40 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • Naming convention of controlled monies accounts

                                        The ability to be able to rename controlled monies accounts from the trust admin area.

                                        At present it is picking up the naming convention from when creating in the GLs so therefore once it does the string of the GL Account number, then "Controlled Monies Account" you cant actually see the account name.

                                        Users are having to flick between the GL list and the Trust admin area to select correct account

                                        4 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • Upload Photos direct from phone

                                          It would be really helpful if in your App you could take photos and upload them straight into the action/matter/project that it relates too.

                                          15 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                          ← Previous 1 3 4 5 44 45
                                          • Don't see your idea?

                                          Features

                                          Feedback and Knowledge Base