What’s Included?
Bypass the need for an implementation partner with all the tools and resources required to configure Actionstep’s foundations.
Implementation Topics
- Foundations (Planning your configuration)
- Branding Assets
- General Settings
- Accounting Preferences
- Billing Configuration
- Xero / QuickBooks Setup & Mapping
- Trust Accounting Configuration
- Other Integrations
- User Permissions & Setup
- Custom Billing & Trust Templates
- Matter Type Configuration
- Custom Matter Fields
- Document Templates (Basic)
- Document Templates (Advanced)
- Email Templates
- + More
Onboarding Videos
Our library features 103 concise and actionable videos, curated over 2.5 years of Actionstep implementations.
- Full user setup & onboarding
- Navigating Actionstep's modules
- Additional system configuration
- Advanced training resources
- Integrations with Zapier, Jotform, Dropbox, DocuSign & More
- How advanced merge fields and templates work
- Advanced document coding
- Pre-built custom matter type tutorials
Accounting Templates
Custom Billing Templates
- Time Billing
- Fixed Fee Billing
- Narrated Invoice
- Disbursements Only
- Overdue Invoice
- Receipt
- Debtor Account Statement
Custom Trust Accounting
- Payment Confirmation
- Receipt
- Trust Statement
New Zealand Specific
- Time Billing
- Fixed Fee Billing
- Disbursements Only
HTML Email Templates
Custom General Accounting
- Invoice
- Invoice (Online Payment)
- Overdue Invoice
- Overdue Invoice (Online Payment)
- Debtor Statement
Custom Trust Accounting
- Request Funds in Trust
- Payment Confirmation
- Receipt
- Trust Statement
Matter Emails
- Template Style 1
- Template Style 2
- Template Style 3
- Formal Letter Style
- Firm-Wide Email Signature
Pre-built Matter Types
- Sales CRM
- Safe Custody / Deed Packets
- Wills
- Trusts
- Estate Admin + Probate
- Enduring Power of Attorney (AUS)
- Enduring Power of Attorney (NZ)
- Debt Collection + Recovery
- New Company Setup
- Franchising
- Commercial Lease
- Trademark Law
- Commercial Litigation
- Traffic Law
- NSW Motor Vehicle Accident
- QLD Criminal
- VIC Criminal
- SA Court Matters
- Employment Law
- QLD Workers Compensation
- NSW Workers Compensatio
- ACT Workers Compensation
- SA Workers Compensation
- WA Workers Compensation
- NT Workers Compensation
- Personal Injury: Motor Vehicle Accident
- Personal Injury: Workplace Accident
- Personal Injury: Public Liability Claims
- Personal Injury: Product Liability Claims
- Personal Injury: Medical Negligence Claims
- Personal Injury: General NSW
- QLD Child Protection
- NSW Child Protection
- VIC Child Protection
- WA Child Protection
- SA Child Protection
Extras
- 78 Quick Codes
- Australian Court Contact Database
- Australian Prison Contact Database
- Australian Police Station Contact Database
- Australian DX Exchange Contact Database
- New Zealand Court Contact Database
- New Zealand Prison Contact Database
- 165 Custom Matter Type Icons & Design File
- 22 Bank Contact Icons & Design File