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Recommended
Jason W.
Law Practice, 1-10 employees
Used daily for 2+ years
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Our business remains potentially exposed by Actionstep's limitations and their failure to acknowledge or fix them.
Generally pretty good system to use, but don't believe all the features they offer are actually implemented properly.
Emails "stored" in their system are lost and/or corrupted and are irretrievable. Once a ticket is raised with their support you will be ignored.
Jeannie C.
Legal Services, 1-10 employees
Used daily for 2+ years
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Shared notes; online so accessible anywhere
Notes and linking emails to matters; ease of calendar.
Can’t search calendar; need more colors; need to be able to customize tasks in steps
Jeannie, thanks for your feedback. Just a quick tip on searching the calendar: if you switch to the list view in the calendar then you can use the list filters to search appointments. If you need help with that contact our support team: support@actionstep.com