Actionstep is fully configurable. Our prebuilt Matter types will help you rapidly migrate and customise your firm, to your way of working. Our matter types cover:

Commercial & Corporate

Our commercial and corporate matter types are designed to ensure that compliance activities are completed & documented at the start and end of each matter. These include ensuring KYC checks are completed, an automated engagement letter generation process and recording of data such as client’s instructions and value for PI insurance purposes/reporting. You can also add fields (with options you define) for sub-matter types like share purchase agreements, contracts, trademark, etc. 

Lists of all open and closed matters for the different family matters types are also provided, and can include (and therefore searchable for) all the data fields included. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to other side, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC).

Residential Property (including Commercial Property)

As property lawyers, you are under time pressure to complete whilst minimising risk of errors. Our property matter types guide your staff through the process and ensure activities can be planned, allocated to the right member of the team and documented when completed. 

Automatic emails at key milestones can also be sent to third parties (client, estate agent, etc.) to keep them up to date (again demonstrating CQS/Lexcel/SRA compliance) without the user having to manually type (or even just find a templated email). The third party receives an email that looks personal (their name, etc.) but in fact only took your staff two clicks to send. 

All your contacts involved in the transaction in one spot. Record everything from the client to estate agent to lenders. You can then see how many matters you have with each contact such as lenders to see whether it’s worth remaining on their lender panel. 

Fields such as estimated completion dates and actual completion dates also help your accounts department as they know when they might be very busy (or not so busy). 

Reports of transaction values can be filtered to see highest and average in seconds, and billing reports to see average fee charged again in seconds. For those that complete PI insurance and CQS forms, this is a significant time saver. Plus you know the data is accurate as the data must be entered/updated as the matter progresses. 

Document templates supplied include blank letters to third parties only (e.g. letter to other side, letter to estate agent, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC). 

This matter type is a prerequisite for the Konekta integrations with Perfect Portal and InfoTrack (additional fees apply). 

Employment

Our employment matter type allows you to record data like client instructions, type of matter and estimated value to the client, and report/monitor these for compliance and PI insurance purposes. 

Lists of all open and closed matters for employment is also provided, and can include (and therefore searchable for) all the data fields included. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to other side, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC). 

Dispute / Litigation

Our litigation matter types cover both commercial and non-commercial litigation. You can record data like limitation dates and estimated value to the client, and report/monitor these for compliance and PI insurance purposes. 

Lists of all open and closed matters for immigration is also provided, and can include (and therefore searchable for) all the data fields included. This means you can see all upcoming limitation dates, all hearing/key dates, etc. all in one place. Enter once on the matter and it can be viewed across all matters as well as visible in your Outlook/Google calendar. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to other side, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC).  

Family

Most family matters are different to one another but for matters such as divorces and mediation, the data captured (decree nisi date, mediation dates, etc.) and the process will be similar so our matter types have been designed around that. Naturally if the matter becomes more complex then you still have space to record key dates and  case strategy. 

For everything else family related, we have a general family matter type which has 5 steps (engagement, in progress, file closing and closed) and data fields for matter info, risk assessment, key dates and info applicable for PI insurance purposes/reporting (e.g. value to client). 

Lists of all open and closed matters for the different family matters types is also provided, and can include (and therefore searchable for) all the data fields included. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to other side, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC). 

Immigration

Our immigration matter type allows you to record data like client instructions, type of matter and estimated value to the client, and report/monitor these for compliance and PI insurance purposes. 

Lists of all open and closed matters for immigration is also provided, and can include (and therefore searchable for) all the data fields included. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to other side, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC). 

Private Client

Our probate matter types cover the following areas of law: 

• LPA

• Wills

• Probate

• Trusts

• Deputyship / Court of Protection

• General

They contain the necessary steps/tasks and data fields to complete the relevant matter. Like all our matter types, the data fields can also be added into your document templates so that accurate and branded consistent documents can be generated in seconds. The documents will also do some “simple” things like LPA if there is just one client and LPAs if there are two clients or the client is wanting health/welfare and property/financial - saving your staff valuable seconds from ensuring the document is grammatically correct. 

Document templates supplied include blank letters to third parties only (e.g. letter to client, letter to utility company, etc.). For all other document templates, you will need to supply these and we will set up relevant automation (fee TBC). 

Compliance

Actionstep can be more than just a case management system with the addition of our compliance matter types. These help to centralise content all in the one system and where applicable can be linked to the legal matter meaning no more re-typing of data as it can just be pushed through

• File Review

• Complaints Handling

• Claims Handling

• Data Breach

• Code of Conduct Breach

• Accounts Rules Breach

Each matter type will only be accessible to relevant staff members and comes with list views (like a spreadsheet) so you can see at a glance data from all the matters and then filter to identify issues and trends. 

Other

For all other areas of law, we have a general matter type that we will install and tailor accordingly. Matter types have 4 steps (engagement, in progress, file closing and closed) and data fields for matter info, risk assessment, key dates and info applicable for PI insurance purposes/reporting (e.g. value to client). No cost to install and tailoring will be covered by a separate fixed fee or hourly quote. Example types are GDPR,  Debt Recovery etc.