AI – Actionstep

Actionstep is a cloud based, fully integrated practice management, time, billing and accounting program with workflow at it’s core. Take a look at our list of lessons below for short, focused training on the features needed to master Actionstep!

Have a suggestion for an Actionstep lesson? Interested in a tailored training program? Contact Us.

Course Curriculum

Actionstep – Practice Management Overview

12 minutes
Actionstep – Contacts Basics – Creating, Editing, and Finding Contacts

16 minutes
Actionstep – Contacts – Relationships, Linking Contacts to Matters, & Building Contact Filters

13 minutes
Actionstep – Matter Basics – Creating, Editing, and Working Within Matters & Finding Matters

23 minutes
Actionstep – Matters – Moving a Matter Through the Steps on a Workflow

17 minutes
Actionstep – Customizing the Home Screen on a Matter

6 minutes
Actionstep – Matters – Filtering the Matter List

4 minutes
Actionstep – Conflict Checks

4 minutes
Actionstep – Calendar – Creating Events and Calendar Preferences

11 minutes
Actionstep – Calendar Integration with Google and Outlook

6 minutes
Actionstep – Sharing Calendars

5 minutes
Actionstep – Custom List Views

29 minutes

Actionstep – Billing

33 minutes
Actionstep – Time Entry

15 minutes
Actionstep – General Retainer

8 minutes
Actionstep – Client Payments

10 minutes
Actionstep – Miscellaneous Client Disbursement

7 minutes
Actionstep – Bank to Bank Transfer

2 minutes
Actionstep – Firm Checks and Withdrawal Templates

14 minutes
Actionstep – Firm Receipts and Receipt Templates

9 minutes
Actionstep – Deposit Slips Operating Account

7 minutes
Actionstep – Adding a Trust Account to a Matter

4 minutes
Actionstep – Trust Payments

19 minutes
Actionstep – Trust Receipts

13 minutes

Friends of Affinity – Meet Actionstep

21 minutes

Affinity Partner Cindy Melfa introduces Actionstep, a powerful legal practice management solution with everything to run a law firm including case management, integrated billing and accounting, and workflow technology to increase efficiency, quality and profitability.