Actionstep is a popular practice management system used by thousands of law firms in Australia, Canada, New Zealand, the UK and the USA.
The LawTap Actionstep connector facilitates seamless integration between the two systems. The main benefits of the integration are:
Actionstep contacts become available in LawTap .
- This allows lawyers to book appointments on LawTap for their Actionstep contacts, with all the associated benefits and features, for example email and SMS reminders and payment options.
- Current Actionstep clients can book appointments directly on LawTap and lawyers can attract new clients on the LawTap directory.
LawTap appointments can be linked to existing Actionstep Matters.
This allows law firms to automatically generate time-entry Tasks in Actionstep for LawTap appointments. These are used to automatically bill clients in Actionstep.
Learn more at https://lawtap.com/integrations/actionstep
Requirements
LawTap subscription in AU, CA, NZ, UK or US.
Practice Pro or higher Actionstep subscription that includes API integration
Note! Actionstep Express subscriptions do not include API integration.
Connecting LawTap to Actionstep
Note! This is a one-time process.
To connect LawTap to Actionstep:
Select Integrations in the top bar.
In Actionstep, select Connect to Actionstep.
Enter your Actionstep email and password, and then select Log in.
Select Grant access in the Actionstep access confirmation screen.
This gives LawTap necessary (but limited) access to your Actionstep data. Access is limited to Matters (a.k.a. Actions), Contacts (a.k.a. Participants) and Tasks API scopes.Actionstep redirects you to LawTap, where the "Successfully connected to Actionstep" notification displays.
Updating Your Actionstep User
Your Actionstep User is the user account (email and password) you used to connect LawTap to Actionstep.
It is important to keep this user up to date, because the user is assigned to any Actionstep tasks created from LawTap.
"up to date" in this context means the access credentials are both valid and active in Actionstep.
To update Your Actionstep User:
In LawTap, select Integrations in the top bar.
In Actionstep > Your Actionstep User, select Update.
Enter a new email address and password.
Syncing Contacts in Actionstep and LawTap
Contacts are synced automatically in both LawTap and Actionstep and there is no need to take any manual action in this regard. Specifically:
Contacts created when new clients book appointments directly on LawTap are automatically added as Actionstep Contacts (if the contact does not already exist in Actionstep).
This process is instantaneous and syncing happens automatically when the booking is finalized.LawTap contacts automatically sync with Actionstep contacts every two (2) hours.
This is a two-way sync that checks that contacts in each system is a mirror of the other.
Sending LawTap Appointments to Actionstep
Lawyers can link all LawTap client appointments (past and future) to Actionstep Matters from My Dashboard in LawTap.
To link a LawTap appointment to an Actionstep Matter:
In LawTap, select My Dashboard in the top bar. if necessary.
Select the Send to Actionstep action for an appointment.
In Link to Matter, select the existing Actionstep Matter to link to, and then select Send to Actionstep.
The appointment is automatically created as an Actionstep Task for the selected Actionstep Matter. After the appointment, a time entry is listed automatically in the lawyer's Actionstep Timesheet.Repeat this procedure (step 2 and 3) for all relevant appointments.
Disconnecting LawTap from Actionstep
To disconnect LawTap from Actionstep:
Select Integrations in the top bar.
In the Actionstep block, select Disconnect.