Calling built for Actionstep
VXT's Actionstep integration allow you to automatically capture time from phone calls, sync your contacts and save file notes about each call.
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Contact Syncing
Have personalized conversations by accessing the caller's name and information.
Time Tracking Automation
Optimize your billable hours from phone calls by allowing VXT to automatically complete your time entry after each call.
Automated File Notes
Be smarter with your time and automate your file notes to be saved against a particular matter.
Record and transcribe your phone calls
Our call recording and transcription feature makes it easy to record important calls. VXT can automatically transcribe your call recordings, and suggests a relevant matter to save it to, making it easy to review specific parts of the conversation at a later date. Recording your calls can be a great tool to mitigate risk and make resolving client disputes easier.
Sync SMS & Contacts to Actionstep
Send and receive SMS messages from within VXT (dependant on your location). View your SMS messages against the client in Actionstep. We sync your contacts from Actionstep and display names against caller IDs so you know who's calling when you answer the phone. With instant access to the caller's name and information, you never have to ask "John, who?" ever again. With contacts available in VXT you can search by name in the app when you want to make a call.
Click to call from Actionstep
Call straight out of Actionstep. Clicking on supported links will open the VXT app and initiate a call in seconds. You can take calls from anywhere using our mobile or desktop applications. Our Actionstep integration works on both!
Actionstep is a cloud-based legal practice management software designed to streamline and automate the workflow of law firms. It offers a comprehensive suite of tools for managing cases, documents, billing, time tracking, and client relationships, all within a flexible, customizable platform.
VXT Integration with Actionstep:
- Automated Time Entries: Capture time entries for every call, ensuring no billable time is lost.
- Call Recording & Transcription: Record, transcribe, and link calls to relevant matters in Actionstep.
- Contact Syncing: Sync contacts to display caller IDs and search within the VXT app
- Click to Call: Initiate calls directly from Actionstep via VXT.
- Mobile & Desktop Access: Use VXT’s integration from anywhere on both mobile and desktop.
Overview
Actionstep is a cloud-based legal practice management software designed to streamline and automate the workflow of law firms. It offers a comprehensive suite of tools for managing cases, documents, billing, time tracking, and client relationships, all within a flexible, customizable platform.
VXT Integration with Actionstep:
- Automated Time Entries: Capture time entries for every call, ensuring no billable time is lost.
- Call Recording & Transcription: Record, transcribe, and link calls to relevant matters in Actionstep.
- Contact Syncing: Sync contacts to display caller IDs and search within the VXT app
- Click to Call: Initiate calls directly from Actionstep via VXT.
- Mobile & Desktop Access: Use VXT’s integration from anywhere on both mobile and desktop.
How Johnstone & Reimer used VXT to improve their call reliability across the firm
Johnstone and Reimer Lawyers significantly enhanced their call reliability and efficiency by adopting VXT. By integrating VXT seamlessly with their practice management system, Actionstep, they streamlined their operations and improved billing accuracy. With VXT's dependable performance and responsive support, the firm has boosted client satisfaction and is well-equipped for future growth.
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Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
