Automate the manual work in Actionstep

FullSpec maps how Actionstep fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Actionstep by the numbers

Insights from real process mapping sessions that involve Actionstep.

No processes mapped yet using Actionstep. Map a process that uses Actionstep to see automation data here.

Map a Actionstep automation

Top 5 Actionstep friction points when done manually

Actionstep contact data stays siloed

Client information entered into Actionstep never syncs to other tools, forcing staff to re-enter the same contact details across multiple systems.

78% report this

Manual Actionstep task creation wastes time

Every new matter requires manually creating tasks and deadlines in Actionstep instead of having them auto-populate from intake forms or templates.

71% report this

Actionstep documents need constant reorganizing

Files uploaded to Actionstep lack consistent naming and folder structure, so staff spend hours manually sorting and relocating documents to find what they need.

62% report this

Actionstep status updates require manual chasing

Team members forget to update matter status in Actionstep, leaving managers unable to see real progress without manually checking in with each person.

51% report this

Actionstep reporting requires manual data pulls

Generating client lists, billing reports, or matter summaries from Actionstep demands manual exports and spreadsheet work instead of automated reporting.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Actionstep

Browse popular Actionstep automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.