Estate Planning and Elder Law Practice Cloud Based Workflow Process. Manage your clients from the time the phone rings to close of file!

1. DEMO
LWP ON ACTIONSTEP

2. What Will Cover
 Introducing Actionstep and LWP
 Actionstep Quick Look
 The LWP Process
 LWP on Actionstep
(Switching to live demo as needed to illustrate points)

3. About Actionstep
 Est. 2004
 Practice Management Software for Law Firms
 Main Points of Difference
 Breadth of Functionality
 Workflow Centric
 100% Cloud

4. Main Points of Difference
Everything in One Application

5. Main Points of Difference
Workflow Centric

6. Main Points of Difference
100% “Cloud”
 Access from Anywhere
○ Like Internet Banking (and just as secure)
 From any Device (Mac, PC, Tablet)
 No Servers Required
 Automatically Backed Up

7. USER
INTERFACE

8. Feedback from User Survey
What do you want to see/do after logging in?
Answers:
1. Dump what’s on my mind (and deal with it later)
2. See what’s happened since I last logged in
3. Figure out what I need to do next
So we recently re-designed the Home screen…

9. Home Page

10. What’s on your mind?

11. What Happened?

12. What’s Next?

13. Getting Around

14. Main Functional Areas
Navigation Bar

15. Finding Stuff
Quick Search

16. Staying on Top
Alert Bar

17. Keep Track of your Time
Timers

18. Getting Around
List Views

19. FEATURES

20. Contacts

21. Email

22. Calendar Syncs with Gmail,
Outlook, and Mobiles
(both ways)
Heat Map
Multi User

23. Tasks

24. Full Business Accounting
• Banking
• General Ledger
• Debtors
• Creditors
• Financial Statements
• Budgets
• Cash & Accrual Basis
• Multi-Currency

25. Trust (Client) Accounting

26. Can Your Calendar Do This?

Remind you that the client owes you
money when creating an
appointment

27. Web-Forms
Simple Form Builder
Capture Inquiries from your Website

28. Time Recording
Record Time and Disbursements

29. Time Recording
Fill in the Gaps
Using Suggestions based on your activity

30. Real-Time Timers
Run Multiple Timers

31. Completely Customizable

32. MATTER FILES

33. Everything you could possibly want to
know about the matter

34. Matter Type

35. Multiple Clients per Matter

36. Workflow

37. Custom Data

38. File Notes

39. Matter Documents

40. Integrated with MS Office

41. Document Assembly

42. HOTdocs Integration (optional)

43. Generating…

44. Assembled Document

45. Download, Edit, Email

46. Share Documents with Clients

47. Automated Email Templates

48. Matter Billing

49. Trust Account

50. OTHER
FEATURES

51. App Store

52. Personnel Management App

53. LWP Process

55. Workflows
 Client Enrollment System (CES)
 Relationship Management System (RMS)
 Estate Planning (EPS)
 Maintenance
 Probate

56. CES Workflow
Steps:
 Initial Contact
Workshop
 Post Workshop
 Vision Meeting
Engaged
Follow-up
 Initial Meeting
 Engaged
 Follow-up

57. CES Reporting
 List Views
 Initial Contact Focuser (ICF)
 Workshop
○ Planner
○ Focuser
○ Results

58. Estate Planning Workflow
Steps:
 Vision Meeting
Design Meeting (and post-design meeting)
 Signing Meeting (and post-signing meeting)
 Maintenance
 No Maintenance

59. Estate Planning Reporting
 Matter List Views
 Estate Planning
 Trust Administration
 Maintenance
 Probate

60. Calendar Views
 Pipeline
 Pipeline Results
 Cash-flow Focuser
 Signing Meeting Report

61. Matter Billing
 Expected Pipeline Payments Show on List
 Helps Back-office to match checks received

62. ICF Example

63. EP List Example

64. Cash-Flow Focuser
Example

65. Finding
Information

66. Powerful Custom Reporting
Sort, Resize, Drag Columns

67. Filter and Search
Filter and Search
(Save Popular Filters)

68. Export to Excel
Export to Excel

69. Daily/Weekly Reports
Get Reports via Email

70. Search Everything

71. COMING SOON

72. New Modules
 Veterans Administration
 Medicaid

73. Integrated HotDocs Templates
 Assemble Documents within Matters
 Auto-Fill Interviews with Matter Data
 No Desktop Software Needed
 $19/month (assembly users only)

74. HotDocs – How It Works
Actionstep
Doc Assembly takes
place between
Actionstep and HD in
the Cloud
Upload .hdpkg file (once)
HD Developer
HD Cloud
Services
CLOUD
DESKTOP
HD template creation

75. THANK YOU FOR
WATCHING
QUESTIONS & ANSWERS
www.actionstep.com