Do It Yourself Actionstep Implementation

Follow our step-by-step instructions and implement Actionstep without the need for an external partner. Our DIY resource guides you through properly configuring and deploying your Actionstep system, just like the experts do.

SET FOR SUCCESS

We've Done the Hard Work for You

Built By An Actionstep Expert

Our system is built by an Actionstep expert, using a process and methodology perfected through the implementation of over 100 Actionstep firms across Australia and New Zealand.

Configured with the Right Foundations

Learn how to customise Actionstep to fit your firm’s operations with simple, easy-to-follow instructions.

Self-Onboard Your Staff

Access 100+ training videos to fast-track your learning and empower your team.

Everything You Need

Benefit from our pre-coded templates, pre-built custom matter types, and advanced resource tips and tricks.

TAKE CONTROL

Eliminate Partner Implementation Costs

Configuring an Actionstep system correctly requires expert knowledge, and partners often charge a premium for their services. By following our proven methodology, you'll have the resources and knowledge needed to implement Actionstep on your own, saving you thousands in fees.

Why Share Our Methodology?

Actionstep is a powerful legal management system, but without proper knowledge, configuring it can be overwhelming. As a certified Actionstep implementation partner from 2021 to 2024, we implemented over 100 systems across Australia and New Zealand, refining our methodology and building a comprehensive resource library. Now, as we are no longer a partner, we’re sharing this expertise with you.

What’s Included?

Step-by-Step Implementation Videos

Get fully functional within hours by following our detailed tutorial videos.

Pre-Coded Billing Templates

Customise our templates with your firm’s branding and install them within minutes.

Pre-Configured Custom Matter Types

Save time with access to various pre-built custom matter types.

100+ Onboarding Training Videos

Our concise training videos provide a thorough exploration of Actionstep, preparing your firm for go-live.

COURSE

Pricing

Self-configure your Actionstep system with everything you need—and more!

Cost-Effective Solution

Save thousands in implementation fees by doing it yourself with our comprehensive resources.

Everything You Need

Follow our proven methodology and use the same templates and resources we leveraged to implement over 100 Actionstep systems.

Actionstep Advanced

Unlock even more functionality with advanced training tutorials to elevate your system beyond typical partner configurations.

Implementation Package
One time fee
$1,000
Includes:
Implementation Setup Videos
Pre-Built Matter Types
Onboarding Training Videos
Datasets
Billing Invoice Templates
Quickcode Import Samples
Trust Accounting Templates
Custom Matter Icons
Custom Email Templates
Email Signature Template
Purchase Now