Lucas and Co Consultants
    Certified Product Partner

    Actionstep Development & Implementation

    Structured Actionstep development that transforms how your firm operates. We design end-to-end workflows that automate processes, enforce consistency, and deliver measurable commercial results.

    The Challenge

    Common problems law firms face:

    Action types built as simple containers rather than structured workflows
    No end-to-end process automation | staff still managing tasks manually
    Document automation underutilised, with templates created outside the system
    Workflow steps that don't enforce compliance or quality checkpoints
    Financial and matter data siloed, making business reporting difficult
    Multiple action types doing similar things with no standardisation

    The Risks of Getting It Wrong

    01Without structured workflows, Actionstep becomes an expensive filing cabinet
    02Manual task management defeats the purpose of a workflow-driven platform
    03Underutilised document automation means slow, error-prone client communications
    04Missing compliance checkpoints expose the firm to regulatory and quality risks
    05Siloed data prevents partners from making informed commercial decisions

    Our Structured Approach

    1
    Workflow audit | map current action types against actual business processes and identify gaps
    2
    Process design | define end-to-end workflows with clear steps, triggers, and decision points
    3
    Action type development | build structured action types with automation, conditions, and data capture
    4
    Document automation | configure templates, merge fields, and automated document generation
    5
    Business intelligence | design dashboards and reports for financial and operational visibility
    6
    Governance & iteration | establish change control processes and a prioritised development roadmap

    Commercial Outcomes

    End-to-end workflow automation reducing manual intervention
    Consistent processes enforced through structured action types
    Faster, accurate client communications via document automation
    Built-in compliance and quality checkpoints at every stage
    Clear business intelligence driving commercial decisions
    An Actionstep platform that actively drives firm performance

    Frequently Asked Questions

    What does 'Certified Product Partner' mean?

    It means we've been accredited by Actionstep as having demonstrated deep platform expertise. We work closely with their product team and have access to advanced training and support.

    Can you rebuild our existing action types?

    Yes. We often take action types that were built as simple containers and redesign them as structured, automated workflows, without losing your existing data.

    How do you approach document automation in Actionstep?

    We configure templates, merge fields and automated generation so that client-facing documents are produced accurately and consistently, saving time and reducing errors.

    Do you provide ongoing Actionstep development support?

    Yes. We can provide ongoing development governance, a prioritised roadmap, and structured change control so your platform evolves with your firm.

    Ready to discuss your project?

    Book a 30-minute strategy call with Stephen Lucas.

    Book a Strategy Call