Using Actionstep and Where to Find Help

Modified on Mon, 16 Jun at 1:53 PM

In this article:

Identifying Your Super Users
Getting Help Using Actionstep
Using Other Resources:

Actionstep is a completely customizable legal practice management system combining workflow, integrations, and automation you can use to create extremely streamlined processes for your firm.

Identifying Your Super Users

A term often associated with Actionstep is super user. We recommend that every firm have at least one super user, who is elected within each firm to assist in keeping the system running and updating it as our processes change.

Just like you update your phone or add apps when you need change, Actionstep works similarly. Your processes will constantly develop and so must your system. Having at least one person in your firm who can administer your system and work on changes for your users will be essential for the maintenance of your system.

This help system contains many articles that can assist super users as they learn about and use Actionstep.

Getting Help Using Actionstep

There are several different ways you can get help while using Actionstep.

This menu will allow you to submit a ticket or access the Help Center and other resources.

A. Ask Scout

Click this option to ask the AI-based chatbot basic questions about Actionstep Practice Management. See Using Scout (AI Support Assistant) FAQ to learn more.

B. Support

Click here to access Support-related links for doing things like creating a Support ticket, accessing the Help Center or Actionstep Academy, etc.

TIP: When searching in the Help Center, if there's a specific term you are searching for, enclose it in quotation marks.

C. How to Use Actionstep

This option links to several user-guided walkthroughs of Actionstep. These are meant to help users learn some of the basic tasks they can complete using Actionstep.

D. What's New

Use this option to view a list of what's been released (and when).

E. Product Feedback

Clicking Product Feedback launches the Feedback portal where you want review and comment on what features you want to see in Actionstep. If there's something you want but it's not on the list, you can request it.

Using Other Resources

Customer Success Team

The Actionstep Customer Success team is available to provide assistance to larger firms on how you can automate processes and optimize your system to get the most out of Actionstep. The Customer Success team also hosts various webinars and workshops to assist you in getting the most out of your system.

Actionstep Partners (CCPs)

Actionstep has numerous Certified Consulting Partners (CCPs) in every geographical region in which it operates. If you need specific help or want to explore opportunities to maximize your use of Actionstep, review our list of Actionstep Partners.

Please note that the Actionstep Partners are a separate entity from Actionstep and they do charge for services they offer.

Actionstep Academy

Actionstep Academy offers an online learning hub designed to help all members of your organization get the most out of Actionstep. Actionstep Academy consolidates Actionstep’s learning resources into one searchable location. It has a plethora of videos and courses for Actionstep features and concepts. Learn more about Actionstep Academy.