Get Control Of Your Inbox
If you struggle with keeping on top of your email, Actionstep's Outlook add-in for Microsoft 365, will organise your inbox as you work.
Clearly see which emails have been answered, who is taking care of related tasks, which emails have been filed to matters. So you can focus on the emails and clients that still need your attention.
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ABOUT US
Get Control Of Your Inbox
Clearly see which emails have been answered, who is taking care of related tasks, which emails have been filed to matters.
Reduce the need to jump between Outlook & your practice management system. Streamline administrative processes and eliminate duplicate data entry.
Matter Management Tools Right In Your Inbox
So Much More Than Email Syncing & Filing
While many Outlook Add-ins let you sync emails and track time, Actionstep's Outlook Add-in for Office 365 gives you the most comprehensive set of tools for legal practice management in Outlook.
Benefits
As the first true cloud-based practice management system in the world, Actionstep’s mission is to free lawyers from the constraints of old desktop technology and to build truly efficient and modern practices.
"We want to meet lawyers in the places and systems where they are most productive"
Get control of your inbox
Bulk assign email, attachments and email threads to matters
Create & edit new & existing contacts
Keep matter files updated in real time
Stay on top of matter tasks - review, update & assign
Keep track of time & assign it to matters
FAQs
What can I do with the add-in?
All your day-to-day tasks can be managed from within Outlook. Bulk assign emails, attach documents to matters, set tasks & keep up to date on activities.
What can't I do using the add-in?
We have brought through all the features we know are needed daily for lawyers, however more complex tasks like generating reports will need to be done in the Actionstep app.
Nothing. Simply install the add-in to your Outlook 365 app and connected it to your Actionstep Practice Pro or Express account and you will be ready to go!
How much does it cost?
What can't I do using the add-in?
What can I do with the add-in?
Stay in Outlook while you...
About Our Outlook Add-in for Microsoft 365
- David Hepburn, President
About Our Outlook Add-in for Office 365
Webinar - Manage Your Practice & Get Control Of Your Inbox
Lawyers face a daily productivity loss by jumping in and out of different programs & apps in order to complete legal work, manage clients, track time and keep files updated.
View this recorded webinar to learn about the impact on "context switching" (regular program changes & interruptions) on your firm's productivity. How can you improve the quality of the data in your practice management system with real-time updates that are more complete, timely and accurate?