practicehacker

It’s not often that I’m impressed, but I recently came across a SaaS product that had all the usual bells and whistles, as well as something different. ActionStep has what I expect in a practice management app, but instead of focusing on features it organizes everything around goals, objectives, and tasks. This means I can focus on doing my part while everyone else involved in that project is automatically kept informed of my progress and prompted to stay on the same page. Here’s how it works:

1. Choose one of the templates or create your own
2. Designate tasks, decide who should perform them
3. Specify the conditions that will call up those tasks

ActionStep is now ready to spring into action. In addition to launching tasks when the specified condition comes to pass, the program can notify team members of each other’s progress automatically. My favorite feature is the way ActionStep coordinates the whole process by letting me make tasks mandatory or optional, then making them dependent on the completion of prior milestones.  So I define the steps to be followed,  stay informed of everyone’s progress, and prevent anyone from getting around the rules.

For example:

ActionStep’s document automation features let me customize standard intake forms to include the type of matter and prospect contact information.

Once I indicate that the document is finished, my paralegal is prompted automatically to call or e-mail the prospect. ActionStep even auto-generates the e-mail message.

The calendar feature pings me to attend the meeting. Once I indicate the meeting is over, ActionStep automatically bills the time and sends any notes or uploaded documents to my paralegal so she can take the next step.

So far so good. But here’s the real difference between ActionStep and existing systems:

If I indicate the meeting resulted in a hire, then ActionStep adds tasks like creation of physical and electronic files, customization and enclosure of a Retention Letter, and creation and enclosure of an e-mail to the new client.

If I indicate that the meeting did not result in a hiring decision, ActionStep can prompt me to follow up in time or send out a “No Hire” letter.

The system is competitively priced on a subscription basis and you can click here for a free 30 day trial.

P.S. If you try it out, post your impressions in the comments , share them by e-mail, ping me on Twitter, or post on my Facebook wall. I’d like to know what you think. Cheers.

This recent piece in ComputerWorld highlights the growing interest in hosted Microsoft Exchange. No surprise; but why now? And if you use Hotmail or Gmail, you may even ask why hosted Exchange is worthwhile at all. If so, consider this:

First, hosted Exchange offers full-featured contacts, calendaring, and e-mail in tight integration, just like the Outlook on your desk. Meanwhile, it spares users the typical pain in the ass features of a self-hosted Microsoft product: compatibility issues, upgrades, backup problems, disaster-recovery, smartphone support, spam filtering, patching, etc. In effect, with hosted Exchange you get your own “virtual e-mail server” in a secure, faraway datacenter, but only pay for what you use, usually on a monthly basis. Microsoft has been using this deployment model for some time in the educational market and it has worked.

Second, whereas Microsoft takes a top down approach to security, Google generally works from the bottom up. For instance, Google generally starts with consumer-facing products and scale them upwards until they can work in an enterprise environment. Thus Gmail, Google Calendar, GTalk, and a host of Google consumer toys has been integrated and reborn as Google Apps. Microsoft on the other hand usually starts with enterprise products, makes an obscene amount of money via licensing, and scales down to smaller business and consumers. This was the genesis of Outlook.

Third, consider that the gap between Google Apps and Microsoft Office is getting narrower all the time. And with its Office 365 product Microsoft is blurring the line between it and Google even further. Office 365 retains the look and feel of MS Office, while saving the organization tons of money and virtually eliminating the need for beefed-up IT departments (sorry IT guys).

As with all technology, lawyers are the last to know. Once the cat is out of the bag though, news spreads fast. Your opponents are going to take every advantage they can, so you should too. Ultimately hosted applications such as Exchange and web-based applications like Office 365 and Google Apps are the future. And why not: law firms are about serving clients, not endlessly fiddling with their IT infrastructure.

As most readers know, I write a column for NYC-based TechnoLawyer called SmallLaw (formerly known as, no joke, “Crazy Mazy”). Anyhow, as TechnoLawyer’s intrepid Chicago reporter I’ve written about the ABA TechShow since 2008; and before that for this blog.

Here are the 12 videos we shot at this year’s TechShow. Feel free to subscribe to my YouTube Channel for more legal tech news and check out my TechnoLawyer pieces as well.

• ABA TechShow 2011 on YouTube
• TechnoLawyer Covers TechShow 2011
• TechnoLawyer Covers IgniteLaw 2011