Features

How can we make Actionstep better for you?

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  1. 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.

    77 votes
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    • Ability to search PDF

      We recently added OCR software to our PDF or Adobe files however it does not appear that ActionStep can search the content regardless of OCR software being used. Would be great to be able to search PDFs.

      21 votes
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        3 comments  ·  Search  ·  Admin →
      • 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.

        10 votes
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        • 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.

          7 votes
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          • 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.

            8 votes
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              1 comment  ·  Calendar  ·  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.

              25 votes
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                1 comment  ·  Admin →
              • more customisable dashboard

                I think the current dashboard has very limited value or appeal to most users.
                I think it would be far better to have a customisable dashboard that could add any data you want to the dashboard and place in kanban style boards - and be able to move them around, or auto-move on step changes , like kanban style boards.
                from management perspective - chosing what data you need and want to see daily is far better than having a bunch of fancy and colourful charts

                9 votes
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                  1 comment  ·  Reporting  ·  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.

                  19 votes
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                    3 comments  ·  Email  ·  Admin →
                  • 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.

                    52 votes
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                    • 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
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                        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…

                        27 votes
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                        • 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?

                          5 votes
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                          • Financial Forecasting

                            Financial forecasting
                            It would be great if we can take the current years budget and creat a forecast for the next 3-5 years from that. Using what if analysis.
                            Or perhaps there is already something there that I can see?

                            5 votes
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                              0 comments  ·  Accounting  ·  Admin →
                            • Disable portal chat

                              We would like the option to disable the portal chat system-wide. Communications are confusing when clients alternate between e-mail and portal chat, and portal chat messages are only directed to the employee who activated portal access (in our office, this is rarely the person who needs to receive these messages).

                              28 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.

                                34 votes
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                                • Time billing - keep a record of billed time on the file instead of deleting it

                                  Where clients have ongoing billing: at billing time it would be useful to be able to mark time as billed or unbilled so that a digital record of all time is kept on the file instead of deleting everything as each bill is done. Then for the next bill you start with WIP from after the last billing cycle.

                                  1 vote
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                                  • Create a new contact type: Married

                                    I'd love it if you could create a new contact type: Married. I would envision this working as follows:

                                    Create: (Choose between individual, married, and business)

                                    By picking married, it would automatically create two individual contacts, one for each spouse, but it would also create a joint contact card. All the information would be the same unless the person creating the contact overrides that. More importantly, they would already be linked so we wouldn't have to do it already.

                                    Also, my hope is that this would provide a comprehensive and systematic way for everyone to deal with the following:
                                    1)…

                                    2 votes
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                                      0 comments  ·  Contacts  ·  Admin →
                                    • sync multiple calendars between Actionstep and Outlook

                                      The ability to set up several individual calendars within Actionstep and synchronize them with Outlook/Exchange. Have them display as separate calendars in the outlook account

                                      10 votes
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                                        2 comments  ·  Calendar  ·  Admin →
                                      • 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.

                                        9 votes
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                                        • sub tasks / checklist in a task

                                          in a task, the ability to insert a checklist or subtasks that are checked off.

                                          For eg, a particular part of a matter might require three separate things to be done, but they are all usually done at once. It would be good to have a single task with a checklist, so there's a recortd of each thing being done, without needing three separate tasks.

                                          5 votes
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                                            1 comment  ·  Admin →
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