at Financial Technnology Year

This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.

Actionstep Case Management Software from Actionstep

Offers case management, automated workflows, time tracking, billing, and document assembly. It is geared towards enhancing collaboration and streamlining processes.

Is this your product?

More about Actionstep

Product analysis by function

Legal Case Management Software for Compliance and Legal

Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software More Compliance and Legal ...

Case Management
(0 Yes /0 Known /11 Possible features)

Document Management
(0 Yes /0 Known /11 Possible features)

Task and Workflow Automation
(0 Yes /0 Known /9 Possible features)

Compliance and Security
(0 Yes /0 Known /9 Possible features)

Integrations
(0 Yes /0 Known /8 Possible features)

Outside Counsel and Vendor Management
(0 Yes /0 Known /8 Possible features)

Billing and Financial Management
(0 Yes /0 Known /8 Possible features)

Reporting and Analytics
(0 Yes /0 Known /7 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /8 Possible features)

Collaboration and Communication
(0 Yes /0 Known /7 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel.		No information available
Case Status Tracking Monitor the progress and current status of cases.		No information available
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters.		No information available
Case Milestone Tracking Set and track key milestones and deadlines for each case.		No information available
Custom Fields Ability to add user-defined metadata or information fields to cases.		No information available
Search and Filter Advanced search and filtering by case attributes, status, or custom fields.		No information available
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously.		No information available
Linked Cases Link related cases for holistic review and management.		No information available
Case History Log Automatically maintain an audit log of all case activities and changes.		No information available
Case Volume Capacity Maximum number of active cases the system can handle simultaneously.		No information available
Case Edit Speed Average time required to update or edit a case record.		No information available

Central Document Repository All case documents are stored in a secure, centralized digital repository.		No information available
Document Tagging Assign tags or categories to documents for easier search and organization.		No information available
Full-text Search Supports searching full document text, not just metadata or filenames.		No information available
Version Control Track revisions and enable rollback to previous versions of documents.		No information available
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text.		No information available
Bulk Upload/Download Upload or download multiple documents at once.		No information available
Document Commenting Users can add comments or notes to documents.		No information available
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs.		No information available
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation.		No information available
Storage Capacity Maximum digital storage available for documents.		No information available
Upload Speed Average speed to upload a document to the system.		No information available

Task Assignment Assign individual or recurring tasks to users or teams.		No information available
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones.		No information available
Workflow Builder Visual design tools for defining and automating multi-step legal processes.		No information available
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency.		No information available
Approval Workflows Route items for review and approval through configurable workflow steps.		No information available
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors.		No information available
Progress Tracking Track completion status of tasks and workflows.		No information available
Workflow Analytics Report on workflow bottlenecks, completion times, and performance.		No information available
Task Reassignment Speed Average time to reassign a task or workflow to another user.		No information available

Audit Trail Record of all user activity and system actions for compliance.		No information available
Role-Based Access Control Set granular permissions by user, team, or role for all system areas.		No information available
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted.		No information available
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider.		No information available
Two-Factor Authentication Optional or required two-step verification for all users.		No information available
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards.		No information available
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements.		No information available
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance.		No information available
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks.		No information available

Email Integration Sync email correspondence with case records.		No information available
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google).		No information available
eBilling Integration Exchange billing data with accounting or claims platforms.		No information available
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems.		No information available
Single Click Export/Import Effortlessly export or import data between systems.		No information available
Claims Management System Integration Connect legal case data directly to insurance claims platforms.		No information available
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box).		No information available
API Rate Limit Maximum number of API calls per minute/hour.		No information available

Your advertisements here

Financial Technology Year

Actionstep Case Management Software from Actionstep

Product analysis by function

Legal Case Management Software for Compliance and Legal

Case Management
(0 Yes /0 Known /11 Possible features)

Document Management
(0 Yes /0 Known /11 Possible features)

Task and Workflow Automation
(0 Yes /0 Known /9 Possible features)

Compliance and Security
(0 Yes /0 Known /9 Possible features)

Integrations
(0 Yes /0 Known /8 Possible features)

Outside Counsel and Vendor Management
(0 Yes /0 Known /8 Possible features)

Billing and Financial Management
(0 Yes /0 Known /8 Possible features)

Reporting and Analytics
(0 Yes /0 Known /7 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /8 Possible features)

Collaboration and Communication
(0 Yes /0 Known /7 Possible features)

Your advertisements here

Outside Counsel Directory Repository of approved outside counsel and law firm contacts.		No information available
Engagement Tracking Track which outside counsel are assigned to which cases and matter types.		No information available
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend).		No information available
Invoice and Spend Management Track outside counsel invoices and cumulative spend.		No information available
Vendor Scorecard Rate outside counsel on predefined metrics and feedback.		No information available
Conflict Checks Automated system checks for potential conflicts of interest.		No information available
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate.		No information available
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel.		No information available

Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm.		No information available
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters.		No information available
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive.		No information available
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines.		No information available
Invoice Approval Workflows Route invoices through a configurable approval process.		No information available
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters.		No information available
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation.		No information available
Multi-Currency Support Ability to handle billing and reporting in multiple currencies.		No information available

Custom Report Builder Create and schedule reports using templates or custom queries.		No information available
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance.		No information available
Dashboards Configurable visual dashboards for high-level oversight.		No information available
Export to Excel/CSV Export reports for offline analysis or sharing.		No information available
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule.		No information available
Ad Hoc Query Capability Easily generate custom insights via search and filter.		No information available
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight.		No information available

Intuitive User Interface Modern, clean, and easy-to-use UI design.		No information available
Mobile Access Native or web mobile applications for on-the-go access.		No information available
Performance and Load Time Average page or module load speed.		No information available
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards.		No information available
Multilingual Interface System supports content and controls in multiple languages.		No information available
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page.		No information available
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities.		No information available
User Licenses Supported Maximum number of concurrent users the system supports.		No information available

Internal Messaging Secure chat or messaging between users within the platform.		No information available
Comments on Cases/Tasks Threaded discussions on individual cases or tasks.		No information available
File and Link Sharing Share files or links related to cases within the system.		No information available
Collaborative Document Editing Edit documents with multiple contributors in real time.		No information available
Notification Center Central area to view all notifications and alerts.		No information available
Guest Access Controls Allow secure, scoped access to external collaborators.		No information available
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing.		No information available

Your advertisements here

Financial Technology Year

Actionstep Case Management Software from Actionstep

Product analysis by function

Legal Case Management Software for Compliance and Legal

Case Management (0 Yes /0 Known /11 Possible features)

Document Management (0 Yes /0 Known /11 Possible features)

Task and Workflow Automation (0 Yes /0 Known /9 Possible features)

Compliance and Security (0 Yes /0 Known /9 Possible features)

Integrations (0 Yes /0 Known /8 Possible features)

Outside Counsel and Vendor Management (0 Yes /0 Known /8 Possible features)

Billing and Financial Management (0 Yes /0 Known /8 Possible features)

Reporting and Analytics (0 Yes /0 Known /7 Possible features)

User Experience and Accessibility (0 Yes /0 Known /8 Possible features)

Collaboration and Communication (0 Yes /0 Known /7 Possible features)

Your advertisements here

Case Management
(0 Yes /0 Known /11 Possible features)

Document Management
(0 Yes /0 Known /11 Possible features)

Task and Workflow Automation
(0 Yes /0 Known /9 Possible features)

Compliance and Security
(0 Yes /0 Known /9 Possible features)

Integrations
(0 Yes /0 Known /8 Possible features)

Outside Counsel and Vendor Management
(0 Yes /0 Known /8 Possible features)

Billing and Financial Management
(0 Yes /0 Known /8 Possible features)

Reporting and Analytics
(0 Yes /0 Known /7 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /8 Possible features)

Collaboration and Communication
(0 Yes /0 Known /7 Possible features)