Services
Actionstep Legal Practice Management System Customisation
As a legal practice management system Actionstep is highly customisable, which gives lawyers a large number of options to streamline and increase their efficiency in a way that suits their particular firm and the needs of their lawyers.
In particular, time savings can be found through the use of template documents. The options available with document production reduces the need to repeatedly type the same information, which also decreases the risk of errors entering into documents. The ability to save documents to the client’s matter and also record additional data via customised data collections means that information is easily accessible all from one place.
Actionstep can also be utilised for sharing general information across a firm via the Wiki and Knowledge Base options.
Template Creation
Custom built, automated templates and forms
Matter & Data Management
Custom matter and data management tools
Billing Administration
Templates for recording time and billing
Training & Documentation
User training and guidance documentation
Template Creation
Jenny is highly experienced in the creation of document templates for Word, Excel and email. This includes customisation of Actionstep to store the data relevant to your firm for the purpose of importing into document templates, which has time saving benefits and reduces the potential for errors.
Jenny is also able to assist with reviewing, enhancing and maintaining systems and documents already in place.
Matter & Data Management
Jenny is experienced in the custom design of Actionstep systems, including matter set up and custom data collections. This has benefits both in terms of easy access to matter information and data as well as linking into personalised templates.
Jenny is also able to advise on and create Workflow systems.
Billing Administration
Jenny is experienced in billing administration management, including setting up charge rates, time recording templates, disbursement templates and email templates for both billing and debtor management.
Training & Documentation
Jenny’s experience includes providing training and support for day to day system users, as well as creation of personalised guidance and training documentation. She has also provided training and support to enable firms to undertake their own ongoing system maintenance.
Jenny also has experience of setting up a personalised Knowledge Base to cover all areas of a law firm, including guidance documentation (such as firm specific guidance on new matter creation, use of firm templates) and policy documentation (such as IT policies, AML policies).