Actionstep Implementation & Support
We help UK law firms move to Actionstep and get the most from it: planning the implementation, migrating your data, configuring workflows around how you work, and training your team.
%20translate(-1.1110249095492888,%20-1.1109653049045187)'%3e%3cg%20fill='%23ff7675'%3e%3cg%20xmlns='http://www.w3.org/2000/svg'%20transform='translate(0,-952.36218)'%3e%3cpath%20style='text-indent:0;text-transform:none;direction:ltr;block-progression:tb;baseline-shift:baseline;color:;enable-background:accumulate;'%20d='m%2013.540789,1013.168%20c%20-4.1612604,0%20-7.5408665,3.3922%20-7.5408665,7.5693%200,4.1771%203.3796061,7.605%207.5408665,7.605%200.813543,0%201.613976,-0.1361%202.383228,-0.3928%2012.281102,18.8997%2036.649842,23.2608%2054.493227,13.032%200.521221,-0.2991%200.724607,-1.0475%200.426614,-1.571%20-0.297992,-0.5234%20-1.043503,-0.7275%20-1.565078,-0.4284%20-16.772953,9.6153%20-39.67122,5.6292%20-51.327282,-12.1037%201.894251,-1.3812%203.130157,-3.6195%203.130157,-6.1411%200,-4.1771%20-3.379252,-7.5693%20-7.540866,-7.5693%20z'%20fill-opacity='1'%20fill-rule='evenodd'%20stroke='none'%20marker='none'%20visibility='visible'%20display='inline'%20overflow='visible'/%3e%3cpath%20style='text-indent:0;text-transform:none;direction:ltr;block-progression:tb;baseline-shift:baseline;color:;enable-background:accumulate;'%20d='m%2070.417244,970.57299%20c%20-0.951023,0.12132%20-1.237323,1.69026%20-0.391181,2.14225%2013.429842,8.21899%2020.928543,24.30182%2017.64248,40.55986%20-0.392953,-0.067%20-0.80185,-0.107%20-1.209331,-0.107%20-4.161259,0%20-7.540866,3.3922%20-7.540866,7.5692%200,4.1771%203.379607,7.605%207.540866,7.605%204.16126,0%207.540866,-3.4279%207.540866,-7.605%200,-2.9516%20-1.686968,-5.51%20-4.161614,-6.748%203.607441,-17.29107%20-4.331338,-34.48188%20-18.638503,-43.23773%20-0.189921,-0.12122%20-0.415984,-0.18423%20-0.64063,-0.17852%20-0.04784,-0.003%20-0.09425,-0.003%20-0.142087,0%20z'%20fill-opacity='1'%20fill-rule='evenodd'%20stroke='none'%20marker='none'%20visibility='visible'%20display='inline'%20overflow='visible'/%3e%3cpath%20style='text-indent:0;text-transform:none;direction:ltr;block-progression:tb;baseline-shift:baseline;color:;enable-background:accumulate;'%20d='m%2050.000001,958.36218%20c%20-4.012441,0%20-7.27441,3.16987%20-7.505079,7.14083%20-17.197086,3.19362%20-29.727637,16.85266%20-32.5821254,33.06201%20a%201.1383515,1.1426463%200%201%200%202.2407874,0.39275%20c%202.681221,-15.22486%2014.388307,-28.07084%2030.518858,-31.1697%200.826653,3.28539%203.802677,5.71266%207.327559,5.71266%204.161259,0%207.540866,-3.39219%207.540866,-7.56928%200,-4.17708%20-3.379607,-7.56927%20-7.540866,-7.56927%20z'%20fill-opacity='1'%20fill-rule='evenodd'%20stroke='none'%20marker='none'%20visibility='visible'%20display='inline'%20overflow='visible'/%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Certified
Actionstep consultants
Free
Initial consultation
1 day
Working day response target
Flexible
Project or retainer pricing
What we do
From your first plan to life after go-live, we can take care of the whole move or help with the parts you need.
Complete implementation
We plan and run your move to Actionstep from start to finish, setting it up for your practice areas and the way your firm works, with a clear plan from day one.
- Scoping and a clear project plan
- Configuration for each practice area
- A structured plan, design, build, test and go-live process
- Clear progress updates at every stage
Data migration
We move your matters, contacts and history from your current system into Actionstep carefully, checking everything arrives correctly before you rely on it.
- Data mapping and clean-up before the move
- Matters, contacts and history moved across
- Test migrations before go-live
- Checks after migration so nothing is lost
Workflow automation & configuration
We configure Actionstep's workflows, documents and automation around how your teams work, so matters move forward with fewer manual steps.
- Matter workflows built around your processes
- Document templates and automated tasks
- Processes improved, not just copied across
- Connections to the other systems you rely on
Team training & support
We train your team so they're confident from day one, then stay on hand to support and improve your system, whether we set it up or you're already on Actionstep.
- Training tailored to each team's role
- Help for firms already using Actionstep
- A one working day response target for support
- Ongoing improvements as your firm changes
Case management specialists, not generic IT
Case management systems are what we do. We work across several platforms, so we understand how law firms really use them and what makes a system work well day to day.
We work as an extension of your team, before, during and after go-live, and we'll always give you an honest view of what's right for your firm.
01
Independent advice
We'll tell you honestly whether Actionstep is the right fit before you commit.
02
Set up around your firm
Configured for your practice areas and processes, not a generic template.
03
A partner, not a supplier
We stay involved after go-live to support and improve your system.
04
Workflows rethought
A new system is a chance to improve how you work, not just copy old processes.
How an implementation runs
A clear, structured project, so you always know where things stand.
-
1
Plan
We agree your goals, scope, timeline and budget.
-
2
Design
We map your workflows and how Actionstep will be set up.
-
3
Build
We configure Actionstep and migrate your data.
-
4
Test & train
We check everything works and get your team ready.
-
5
Go live
You switch over, with our support from day one.
Why our experience carries over
A successful Actionstep implementation depends on the skills we use every day on case management systems.
01
Workflow design
Designing case management workflows is what we do every day, including rebuilding standard workflows from the ground up around how a firm really works.
See an example02
Data & integrations
We build integrations and middleware that move data accurately between systems, the same care a clean data migration depends on.
See an example03
Automation
We connect tools to case management systems so fields are filled, questions answered and workflows run automatically.
See an example04
Understanding existing set-ups
We regularly take on systems built by others, so we know how to understand how a firm works today before changing anything.
Actionstep questions
Thinking about Actionstep?
Free consultation, no obligation. Tell us where you are now and we'll help you work out the best next step.