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Put simply, everything looks nicer. Corners are slightly rounded and fonts are changed to make the whole thing more presentable, faster to navigate and easier to understand. Some of the new design features include, but are not limited to:
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Consolidated admin screens make it easier to find the settings and customization tools that your firm needs. With helpful new layouts and explanations built into the system, you won't find yourself wondering what a setting is or whether to populate a field. We have also streamlined the system configuration process by pre-setting preferences based on your business type and region.
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We have streamlined the process of importing into Actionstep. Our new tool offers increased flexibility when mapping fields and more intuitive troubleshooting. You can now import additional data types such as unbilled time (work in progress) and accounts receivable. If you do need to reprocess your import, you can roll it back quickly and easily.
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Have you heard about a new feature you're chomping at the bit to try? Turn on our new feature preview option and choose the features that you want to test drive before they are widely released.
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We have introduced a more modern and interactive layout with graphical displays.
You asked and we listened; ... a new transaction screen allows you to view all transactions into or out of your operating account. Access the same information but with new navigation and improved visuals.
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Our new matter type converter allows users to convert an existing matter to a different matter type. Ensure Ensuring you don’t lose any notes, documents, or emails while converting your matters.
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Track your phone calls quickly and easily! Now your digital and phone conversations are included in a consolidated "comms" tab.
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A simpler way to create deposit slips within Actionstep. Choose which deposits should be included and which should be omitted.
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The most common cause of a data breach is the exploitation of a lost or weak password. Add Add extra security to your Actionstep database. With Actionstep’s 2-step authentication opportunistic hackers need more than just your username and password to access your data.
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Our new custom external reporting tool grants you the ability to create your own external reports and dashboards based on the data within Actionstep. Export all the important information from your Actionstep to your own server so that you can build and run your own customized reports and dashboards.
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The upgrade is completely free and nearly instantaneous, but we do recommend that all users are logged out during the change.Going forward, patches and improvements will only be made to the EA version of Actionstep, so we highly recommend upgrading for the best experience.
To request your free upgrade, please contact our support team here.