LWP ON ACTIONSTEPDEMO

What Will Cover

Introducing Actionstep and LWP

Actionstep Quick Look

The LWP Process

LWP on Actionstep

(Switching to live demo as needed to illustrate points)

About Actionstep

Est. 2004

Practice Management Software for Law Firms

Main Points of Difference

Breadth of Functionality

Workflow Centric

100% Cloud

Main Points of Difference

Everything in One Application

Main Points of Difference

Workflow Centric

Access from Anywhere

○ Like Internet Banking (and just as secure)

From any Device (Mac, PC, Tablet)

No Servers Required

Automatically Backed Up

Main Points of Difference

100% “Cloud”

USER

INTERFACE

Feedback from User Survey

What do you want to see/do after logging in?

Answers:

1. Dump what’s on my mind (and deal with it later)

2. See what’s happened since I last logged in

3. Figure out what I need to do next

So we recently re-designed the Home screen…

Home Page

What’s on your mind?

What Happened?

What’s Next?

Getting Around

Main Functional Areas

Navigation Bar

Finding Stuff

Quick Search

Staying on Top

Alert Bar

Keep Track of your Time

Timers

Getting Around

List Views

FEATURES

Contacts

Email

Calendar Syncs with Gmail,

Outlook, and Mobiles

(both ways)

Heat Map

Multi User

Tasks

Full Business Accounting

• Banking

• General Ledger

• Debtors

• Creditors

• Financial Statements

• Budgets

• Cash & Accrual Basis

• Multi-Currency

Trust (Client) Accounting

Can Your Calendar Do This?

Remind you that the client owes you

money when creating an

appointment

Web-Forms

Capture Inquiries from your Website

Simple Form Builder

Time Recording

Record Time and Disbursements

Time Recording

Fill in the GapsUsing Suggestions based on your activity

Real-Time Timers

Run Multiple Timers

Completely Customizable

MATTER FILES

Everything you could possibly want to

know about the matter

Matter Type

Multiple Clients per Matter

Workflow

Custom Data

File Notes

Matter Documents

Integrated with MS Office

Document Assembly

HOTdocs Integration (optional)

Generating…

Assembled Document

Download, Edit, Email

Share Documents with Clients

Automated Email Templates

Matter Billing

Trust Account

OTHER

FEATURES

App Store

Personnel Management App

LWP Process

Workflows

Client Enrollment System (CES)

Relationship Management System (RMS)

Estate Planning (EPS)

Maintenance

Probate

CES Workflow

Steps:

Initial Contact

Workshop

Post Workshop

Vision Meeting

Engaged

Follow-up

Initial Meeting

Engaged

Follow-up

CES Reporting

List Views

Initial Contact Focuser (ICF)

Workshop

○ Planner

○ Focuser

○ Results

Estate Planning Workflow

Steps:

Vision Meeting

Design Meeting (and post-design meeting)

Signing Meeting (and post-signing meeting)

Maintenance

No Maintenance

Estate Planning Reporting

Matter List Views

Estate Planning

Trust Administration

Maintenance

Probate

Calendar Views

Pipeline

Pipeline Results

Cash-flow Focuser

Signing Meeting Report

Matter Billing

Expected Pipeline Payments Show on List

Helps Back-office to match checks received

ICF Example

EP List Example

Cash-Flow Focuser

Example

Finding

Information

Powerful Custom Reporting

Sort, Resize, Drag Columns

Filter and Search

Filter and Search

(Save Popular Filters)

Export to Excel

Export to Excel

Daily/Weekly Reports

Get Reports via Email

Search Everything

COMING SOON

New Modules

Veterans Administration

Medicaid

Integrated HotDocs Templates

Assemble Documents within Matters

Auto-Fill Interviews with Matter Data

No Desktop Software Needed

$19/month (assembly users only)

HotDocs – How It Works

HD Developer

ActionstepHD Cloud Services

DESKTOP

CLOUD

HD template creation

Upload .hdpkg file (once)

Doc Assembly takes

place between

Actionstep and HD in

the Cloud

THANK YOU FOR

WATCHING

QUESTIONS & ANSWERS

www.actionstep.com