Preview Course
Gain a deeper understanding of the course material and see what you can expect.
Direct, Succinct Tutorials
You don’t need to be a tech expert to properly configure your Actionstep system. Our tutorial videos are designed specifically for DIY purposes, drawing from our own internal partner implementation guides.
Implementation Preview
Your entire Actionstep implementation is organized into 15 modules, including 3 foundation theory tutorials to help you prepare before configuring your system.
User Onboarding Preview
Setting up your environment is just the beginning. Our proven training videos ensure that your staff (users) are onboarded effectively and equipped to navigate Actionstep with confidence.
Other Training Tutorial Preview
Unlike any other implementation partner, we offer additional basic and advanced training resources, empowering you to elevate your system configuration far beyond the basics.
Install-Ready Templates
With expertise across various practice management systems, we agree that Actionstep leads the way in document and email template functionality.
While Actionstep offers default invoice and email templates, we’ve designed custom versions that you can tailor to fit your brand. By installing these templates, you can present a modern, professional image and take your configuration to the next level.
Install Within Seconds
Our custom practice area matter types save you hundreds of hours by giving you access to a pre-configured library, ready to install within seconds.
Actionstep’s matter type configuration is one of the most powerful features available in the practice management system (PMS) market. Fully customize workflow steps, create automations, add practice-specific custom fields, precedent and email templates, and much more. With 36 pre-configured matter types, you won’t need to start from scratch—just install them directly into your Actionstep environment.
