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Actionstep
Software integration

Actionstep

Connect your Actionstep practice software to Cloud Group's Cloud telephony and give your lawyers instant matter context on every call.

What is Actionstep?

Actionstep is a comprehensive practice management platform built specifically for law firms and legal service providers. It brings matter management, case files, documents, billing and workflows together in one place, helping firms run their daily processes more efficiently.

By connecting Actionstep to Cloud Group's Cloud telephony, you bring your communication and your legal files together. Your lawyers see which client is calling before they even pick up, can dial out straight from a matter, and no longer need to note calls by hand. This saves time on every client contact and gives each caller fast, professional follow-up.

What does this integration deliver?

The right matter in view instantly

Incoming numbers are matched with your Actionstep contacts, so your lawyers immediately see which client is calling and which matter the call relates to.

Dial from the matter

Start calls straight from a matter in Actionstep. No more looking up or retyping numbers, and faster switching between files.

Calls logged automatically

Every call is recorded against the right matter, so your firm always keeps a complete and up-to-date overview of client communication.

Request this integration

Contact your account manager to activate Actionstep for your organization.

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