https://store-images.s-microsoft.com/image/apps.31711.37145b45-309a-44d2-8a3a-8ef5dd923138.a3721d13-64df-44a2-ac4c-a977f2c7466b.976c8417-ff9e-4b5d-a285-fed7dcb6b4dd.png

Actionstep for Outlook

by Actionstep

(16 ratings)

Manage Your Practice From Outlook

Actionstep gives law firms the freedom & tools to evolve & grow.

Outlook is where we spend the most time working each day. With this comprehensive Outlook add-in for Microsoft 365, Actionstep has brought everyday matter & practice management functionality right to your inbox. So you'll get control of your inbox, streamline administrative processes and eliminate data entry duplication.

This is the most comprehensive Outlook add-in for law firms. Stay in Outlook while you:

  • Get control of our inbox - bulk assign emails, attachments and email threads to matters

  • Create new contacts & see existing contacts

  • Apply templated emails pulling information from your matter into your email

  • Keep matter files updated in real-time with relevant documents, file activity & notes

  • Stay on top of matter tasks - review, update & assign tasks

  • Keep track of time & assign it to matters

  • Automatically keep clients informed of matter developments

This add-in reduces the productivity loss of moving between systems and improves the quality of the data in your practice management system, because real-time updates are more complete, timely and accurate. The add-in can be accessed from anywhere, on any device.

You will need an existing Actionstep login to use the add-in. No further costs beyond your Actionstep subscription are required.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.

At a glance

https://store-images.s-microsoft.com/image/apps.4647.37145b45-309a-44d2-8a3a-8ef5dd923138.a3721d13-64df-44a2-ac4c-a977f2c7466b.73434632-7f1f-40cf-919f-074f96a58bc5.png
https://store-images.s-microsoft.com/image/apps.7983.37145b45-309a-44d2-8a3a-8ef5dd923138.a3721d13-64df-44a2-ac4c-a977f2c7466b.d25f017c-24a4-4977-a241-276964bbab3d.png
https://store-images.s-microsoft.com/image/apps.17789.37145b45-309a-44d2-8a3a-8ef5dd923138.a3721d13-64df-44a2-ac4c-a977f2c7466b.74628944-f766-4b78-baf5-71650d90f819.png
https://store-images.s-microsoft.com/image/apps.45571.37145b45-309a-44d2-8a3a-8ef5dd923138.a3721d13-64df-44a2-ac4c-a977f2c7466b.7d1e5316-b59f-49cf-b4a6-d9e301f3529c.png