Actionstep Consulting & Training Services


Actionstep Master Classes - Online session

There is so much more to Actionstep than Matter, Contacts, Filenotes & Invoicing.

WorkCloud Actionstep Master Classes are designed to give you the knowledge and confidence to improve and customise Actionstep for your practice.

Each session is a 'Group' Session open to users from any firm and is provided online for 1.5 hours



Workflow

  • Define your legal process into workflow
  • Capture more matter related data
  • Design your 'Matter Management' processes
  • Workflow for non billable matters
  • Allocate tasks to team members automatically
  • Automatic Emails
  • Generate documents
  • Where is the matter up to Reporting


LEARN MORE




Basic Document Coding

  • Define your legal process into workflow
  • Capture more matter related data
  • Design your 'Matter Management' processes
  • Workflow for non billable matters
  • Allocate tasks to team members automatically
  • Automatic Emails
  • Generate documents
  • Where is the matter up to Reporting


LEARN MORE



Reporting With Actionstep (Coming Soon!)

  • How to best setup your Actionstep system for Reporting for a Law Firm
  • How to best use the inbuilt reports within Actionstep
  • How to use List Views in relation to custom reports
  • How to leverage the power of Excel for Building custom reports for free
  • Learn all about the 'Top of the Class' option of custom reporting via POWER BI. The sky's the limit with Power BI.


LEARN MORE

All Master Classes are now conducted online due to Covid-19 Travel Restrictions

All Master Classes are subject to minimum numbers - All bookings will be considered 'Tentative' until confirmed by WorkCloud

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