Avis et détails du produit de Actionstep

Customisation, freedom of design, integrations Avis collecté par et hébergé sur G2.com.

Not being able to change how matter id is generated Avis collecté par et hébergé sur G2.com.

Great for creating workflows and automations for employees to use. Avis collecté par et hébergé sur G2.com.

Their support team is so unhelpful. If you ever run into an issue, their first response is "there is no issue". If there is an issue that the team, acknowledges, the team will either take weeks to fix it, or will tell you that they aren't going to fix it. Trying to get in contact with anyone at actionstep, by email or phone, is like pulling nails. Avis collecté par et hébergé sur G2.com.

Given that I'm the accountant and not a lawyer I use the system for different purposes. Also I haven't worked with another similar system so I don't have anything to compare it to. However, the system is very easy to use. The product support team have been very helpful too. Avis collecté par et hébergé sur G2.com.

Aged receivables and dashboard reporting - these 2 areas need improvement Avis collecté par et hébergé sur G2.com.

La capacité de personnaliser et d'ajouter ses propres modèles. Une bonne assistance de support. Avis collecté par et hébergé sur G2.com.

a seulement le mode onglet. parfois, excel ne s'intègre pas correctement. Avis collecté par et hébergé sur G2.com.

Super programme, nous sommes avec Action Step depuis 10 ans maintenant. Avis collecté par et hébergé sur G2.com.

Pas beaucoup du tout, je suis très content avec Actionstep. Avis collecté par et hébergé sur G2.com.

Matter Information available on first (one) screen re matter and client Avis collecté par et hébergé sur G2.com.

The amount of setup and understanding to set up all the functionality Avis collecté par et hébergé sur G2.com.

Actionstep is useful for so many things...keeping detailed file notes, tracking progress on a matter, keeping track of who is who in a matter, but the part I like the best is being able to add forms with merge fields to Actionstep. Then, in one easy step you can generate documents with the correct fields! Avis collecté par et hébergé sur G2.com.

It is a bit tricky to figure out how to format documents at first in order to generate them in Actionstep. The merge fields needed are pretty particular, but once you get it figured out, it works great! Avis collecté par et hébergé sur G2.com.

Actionstep allows my firm to organize and keep track of all clients. It is easy to track where we are in the legal process with each clients, and we can change the steps along the way. We can easily assign tasks for our team members, and with the billing feature, we can easily track payments and create invoices. Avis collecté par et hébergé sur G2.com.

It is not always the most user-friendly when trying to customize the dashboard for different matter types. If I want to add a new table that would display client information on one type of matter, I find myself having to make this change via a convoluted means, or I am having to contact support. Avis collecté par et hébergé sur G2.com.

I like that Actionstep is allows me to track our database's biographical info and that it lets me track reservations to our private and public workshops, dinners and CE Classes. I like that if I am entering duplicate biographical info for a contact, the system flags it before I save it. Avis collecté par et hébergé sur G2.com.

I dislike that none of the "tasks" seem to make sense with the timing of the events in which they are assigned. I also don't like that after I add someone to an event, if they later cancel, I can't keep them tied to that event. Once I delete their reservation, there is no longer a way to show that the contact was originally associated with that event. Avis collecté par et hébergé sur G2.com.

La meilleure caractéristique d'Actionstep est la facilité avec laquelle je peux personnaliser le programme pour répondre aux besoins de mon équipe immédiatement et parfaitement. Avis collecté par et hébergé sur G2.com.

Je n'aime pas ne pas pouvoir changer le nom d'un contact une fois qu'il est enregistré. Avis collecté par et hébergé sur G2.com.