FOR LEGAL FIRMS, ACTIONSTEP IS THE WAY TO GO

A complete legal practice management system,
built in the cloud, with workflow at its heart.

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Now Online is a training and implementation provider for Actionstep. An online solutions designed for Legal firms.

Our experts will provide training and implementation on Actionstep so your legal firm can move to an online solution. 

By taking the step to move online  you and your team will  have the ability to become even more forward thinking. We are here to help improve the efficiencies within your legal business as we have done for many others throughout New Zealand. We believe by setting your firm apart from the traditional legal firms, you will gain knowledge, retain clients and staff alike plus become a stand out firm that you will get noticed for.

By moving to cloud, you will save costs across your firm will from IT support, computer software and insurance savings to name a few.  Get online today by email me to start your online adventure.

AML/CFT (Anti-Money Laundering and Countering Financing of Terrorism) is now a large part of most legal firms. Now Online has developed an AML/CFT workflow add-on to Actionstep. To find out more information on this please watch this video link by clicking here and to arrange setup please email aml@nowonline.nz for the install link. *There is a one off cost of $900.00 plus GST to receive this AML/CFT add-on.

“Actionstep is an elegant solution for lawyers looking to engage with clients and make a difference to businesses, everyday.”

– Scotty Jenkin, Director, Now Online

“Actionstep is an elegant solution for lawyers looking to engage with clients and make a difference to businesses, everyday.”

– Scotty Jenkin, Director, Now Online

Why should you make the jump to Actionstep?

Matter and client management

Workflow is the key to transforming your law practice into an efficient business. You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.

Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.

Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.

There are many reasons to use Actionstep, see the key benefits below.

Documents

Actionstep’s document management and automation system helps you stay on top of your paperwork.

Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.

Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.

Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.

Microsoft Office Integration

Actionstep has released the most comprehensive Outlook add-in for Office 365 available for law firms. This new Add-in gives firms using Office 365 a broad suite of practice management functions right in their inbox.

This add-in reduces the productivity loss of constantly moving between programs and improves the quality of the data in Actionstep – because real time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device.

So you’ll get control of your inbox, streamline administrative processes and eliminate data entry duplication. Our Outlook Add-in for Office 365 reflects Actionstep’s broader goal to meet lawyers where they already are – in the systems and places where they are most productive – and enabling keep their practice and client systems up to date from there.

Office 365 Plugin Functions

  • •  Get control of our inbox – assign emails, attachments and email threads to matters – clearly see what’s been filed

  • •  Manage contacts – Create new contacts & edit existing contacts

  • •  Manage matters – Keep matter files updated in real time with relevant documents, file activity & notes

  • •  Stay on top of matter tasks – review, update & create tasks

  • •  Keep track of time – Create & assign billable time to matters

  • •  Client communications – Automatically keep clients informed of matter developments

Billing and Accounting

Actionstep is one of the only legal practice management systems that has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.

This means you only need one system to run your entire practice.

If you hold client funds in your bank accounts then Actionstep’s comprehensive trust accounting features help you manage these funds and stay in compliance with the authorities.

End to End conversion
Implementation Service

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Our Other Services

Accounting

For accounting firms – go all the way with Xero

XPM / WorkflowMax

Legal

For legal Firms, Actionstep is the way to go

Actionstep

Consultancy

Online services and consulting, Xero add-ons

Consultancy

Get In Touch With Us

If your business needs help moving onto a new platform then don’t hesitate to get in touch and we can discuss what applications and strategies we can help you implement to make sure your business is as streamlined and efficient as possible.

Please direct all enquiries to the email below or for a meeting please book an appointment.

now@nowonline.nz
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