- Document Management
- Calendar Management
- Workflow Management
- Reporting
- Accounting Management
One-click conflict check
Starts from $49/User/Month
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Actionstep Conflict Check is the ultimate solution for a quick and easy conflict verification process. Just enter a name or keyword and you can have dozens of data sources such as emails, matters, and contacts automatically scanned. It has "sensible ... Read More
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.
Few people have mastered the ability to organize their calendars. It is the practice of optimizing your calendar by combining priority management and time management. It's focused on figuring out how you want to spend your time and then organizing your calendar around it. Calendar management is setting out a sequence of tasks for a manager or oneself. It doesn't matter if you're making phone calls, booking a meeting, or completing any other vital duties. The process includes busy but necessary tasks like fielding meeting requests and organising conferences and longer-term strategic tasks like establishing an executive's daily priorities and applying best practices for time management.
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to integrating them into a digital solution, submitting them for approval, and altering them in the context of asset management. Workflow management is the process of planning, organizing, and carrying out the actions necessary to achieve a goal. Workflow management is concerned with the order in which events occur. Once one step is finished, the next can be started, and so on. Workflow management is best for repeatable procedures and objectives since it is repetitive.
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting process involves everyone on site, and all duties and activities are intertwined. The slightest delay in one action can significantly influence the project's budget and timeline. They can also provide more broad information about the state of things, from specific components to the entire building sector or the economy as a whole. Reports should be brief, written in easy-to-understand language, easy to navigate, contain only the required information, and not duplicate material that can be found elsewhere.
Accounting management is a crucial aspect for any business, regardless of its size or industry. It involves managing and organizing financial data in order to track and monitor the financial health of a company. This is where accounting management software comes into play. One of the key features of accounting management software is its ability to automate and streamline various accounting processes. This eliminates the need for manual data entry and reduces the chances of human error. By automating tasks like invoicing, billing, and bank reconciliation, the
A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it will enable you to share and receive documents, instructions, project specs, invoices, mockups, and other forms of data quickly and easily. Most internet users expect an easy and fast way to get in touch with businesses. This has never been more true than today when most people use their mobile phones to get information. The need has never been greater for web-based client portals as your clients strive to get work done anywhere, at any time, on any device.
Starts from $49
Yearly plans
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Express
$49
/User/Month
Document storage & organization
Time recording & billing
Contact & communication management
Conflict check
Matter management
Trust accounting
*monthly or annual billing available
Practice Pro
$89
/User/Month
Includes features of Express plan, plus
System-wide workflow automation
Document management & assembly
Client intake & CRM
Custom matter & case management
Client Portal
Customized reporting
*monthly or annual billing available
Practice Pro+
$99
/User/Month
Included in Practice Pro plan, plus
Multi-currency general ledger
Banking
Accounts receivable & payable
Financial reporting
Advanced customizations
*monthly or annual billing available
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Disclaimer: Pricing information for Actionstep Conflict Check is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Customer Service
Online
Location
Richmond, Virginia
Actionstep Conflict Check is the ultimate solution for a quick and easy conflict verification process. Just enter a name or keyword and you can have dozens of data sources such as emails, matters, and contacts automatically scanned. It has "sensible scope matching"features to give you an organized and comprehensive list of potential conflict sources, preventing you from missing out on important information while eliminating superfluous information. By further refining your search parameters you can conduct a more precise conflict check. With Actionstep Conflict Check
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta