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Review of ActionStep Plus Centers of Influence

By Kathryn Hughes | Wednesday, December 18, 2013

Coming today to SmallLaw: Estate planning lawyer Chandra Lewnau has tried just about every cloud practice management application so we asked her to review ActionStep in this issue of SmallLaw. Since our last review, ActionStep has added significant new functionality as well as an app store. Chandra spent six months evaluating everything from workflows to integration with calendar services to contact management to the new app store and more. Also, don't miss the SmallLaw Pick of the Week for tips on how to create a client referral program based on "centers of influence."

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Topics: Accounting/Billing/Time Capture | Automation/Document Assembly/Macros | Coming Attractions | Online/Cloud | Practice Management/Calendars | SmallLaw
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