Name: Actionstep Intelligence: How—and Why—AI Should Fit into the Way Your Firm Already Works
Uploaded: 2026-09-16T17:31:23.233Z
Duration: 54 min 36 s
Description: Actionstep Intelligence: How—and Why—AI Should Fit into the Way Your Firm Already Works

Transcript for "Actionstep Intelligence: How—and Why—AI Should Fit into the Way Your Firm Already Works": Hello, everyone, and welcome to today's product briefing on Action Step Intelligence. I'm Beth Thompson, VP of market strategy and legal evangelism here at Actionstep. And today, I'm joined by Jennifer Ramos, our senior global director of solutions consulting. Just a couple of housekeeping items before we jump in. We are recording the session, and it will be made available to you after, we conclude. You will receive a copy of it. And if you want to ask any questions, please pop those in the q and a. And towards the end of the session, we will be reviewing those and answering questions as we can. So we're we're excited to get started. You know, AI is everywhere in legal tech right now. I'm sure many of you on this call were at Ilticon, and it was very present all over the place. And so it shows up most of the time in a separate system, a system that you have to learn, another log in, another system to manage. We're taking a different approach of Actionstep. You know, Actionstep's AI, Actionstep Intelligence consists of many AI capabilities that are all layered directly into Actionstep's practice management system and the workflows that your firm has set up. We started with two capabilities that are already helping firms save time and make better decisions. AI that captures billable time automatically as the work happens and where the work happens regardless of whether you are inside our platform, an AI that turns turns fee, earner, and firm performance into clear, actionable reporting. So today, we're gonna talk about why we build it this way instead of bolting it on as another tool, how it fits into our action step practice management platform, and then, of course, most importantly, what you're all here for is to walk through and show you how each one of these works. So just a couple of slides, and then we're gonna get into the good stuff. Action step intelligence is not a separate product, as I already mentioned. It is woven throughout our platform. And we have chosen to focus on the practice of law as our AI strategic anchor. You know, our AI operating system is for the business of law. We're not trying to practice law for you. We're not trying to take away, that legal expertise. We are trying to enhance the way that you operate your business and that you manage it on a daily basis. You know, according to our 2026 US midsize law firm priorities report, 40% of law firm professionals say that they do want AI capabilities available as optional add on features within tools that they already use. 23% of those folks want it built directly into the tools that they already use but operating in the background. So we have built Actionstep Intelligence as an embedded intelligence layer layer, and we're calling it core. And I'm gonna walk you through these four components that make up core before we jump into actually looking at the product. So first is context. And context is your system of record where all of your firm's institutional knowledge is put to work. Right? Observe is where we are time tracking, watching every user, whether they're working within our system or outside of our system so that we can create time entries so that you're not missing any valuable time, which, of course, turns into revenue. Recommend allows us to take your data with business intelligence and actually analyze performance and help your law firm leaders and users see where improvements can be made, where work is being done well, and really helps to provide the insights on when and where you can actually do something about any challenges that exist. And then to take that another step further, execute then allows us to help you with workflow automation. It's actually gonna turn into recommendations and action based on the governance that you've put in place. So this is a layer that knows your processes, how your law firm should be run, and helps the experts within the firm actually execute with agents primed for action. And all of this compounds and is a loop. So when you get you know, as you're working through and you get to this execute layer, that's feeding back into the context layer. To give you a visual of our platform, this is a zoomed in view of all that Actionstep has to offer. We can help you run your front office, run your back office, run both of those things. It's what wherever you need the the assistance, we're here to provide the tools for you. You know, if you, want us to handle everything for you, we can do that. We can also integrate with the other applications that you're already running throughout the firm. If you want to bring your own accounting or if you wanna leverage your document management system like NetDocuments or iManage, you can do that as well, and we can inter integrate with those platforms that you are using already that are doing a great job for you. So it just depends on how you want to leverage our platform and how we can help you to customize it. And then, of course, we add this embedded AI layer, which brings it all together, And it really is, you know, allowing you to work the way that you work every day. You're not gonna have to learn how to build scripts to take advantage of the the AI technology. You're really going to just go about your day and do your job and and take advantage of the AI that we've built so that you can then leverage. You're not gonna have to log into something else. You're not gonna have to learn something else. You're not gonna have to teach it anything. You're gonna be able to use your own data that you trust, that you govern with a system that you've helped customize to meet the way that your firm does work, and it can be customized by practice area, by role. And now I think I've talked enough. I wanna turn this over to Jen so that she can actually show you the platform. Alright. Thank you, Beth. Let me go ahead and get my screen shared here. It's always always fun to have the little technical swap here, and we'll make sure that, that you guys can see. Can you see my action step screen? Great. Well, Beth has really set the stage for us and kind of highlighted the power of data being mined by your AI tools within the systems that you already use, and how Actionstep could could be one of the one of the most prevalent tools that your firm uses. So I really wanna talk about the Actionstep platform in general first before we, dive into some of those Actionstep intelligence tools. So, what you're seeing right now on the screen is our Actionstep home page. Actionstep is a cloud based system. It is native cloud. It was built with on the cloud from its inception. So we're not working to, you know, reconfigure traditional code to work in the cloud, and it's something that we're really proud of. We're hosted on Amazon Web Services. And so it is a powerful, scalable, stable program, that is, that is really setting the tone for all of the other all of the data that your your law firm needs to store about their clients, their clients' matters, and all of the things that come with that. So if you look across the top, you'll notice our toolbar here. This is really just a matter of explaining the different modules that exist in Actionstep. We've got our home screen, which is where we land when we log in, but we're gonna be able to manage our matters. We're gonna be able to manage all of our contacts, our calendar, our tasks, our time entries. And the beauty of this is that even though this is action step, we know there are other tools in use. Right? Beth mentioned that there are there are probably other things in use. We are gonna be able to meet firms where they are, and the home screen here is one of the first places where I can highlight that. On the home screen, you're gonna see something called our heated calendar. And the first thing I'll point out about action step is that we have a 100% bidirectional integration with the Office '3 65 calendar and the Google Calendar. So from a minimizing change management perspective, when a firm starts to use Actionstep, they can bring some of those tools that we know are prevalent in law in law firms, and they can bring them right to the table. The idea here is to complement those tools that are already serving a great purpose in law firms and not try to replace them. So you'll see how that complement works here in just a few minutes. The home screen and action step is designed to make it so that legal professionals can consume information quickly without hunting and pecking and digging around through submenu after submenu to find what they need. So we've got our calendar here. It's heated, meaning the darker days are more heavily scheduled, and I can click on any of these days and get right to my calendar, which we'll do here in a minute. I can also see from my home screen any appointments I have today, any tasks I have due today, and any time entries I have today with the ability to quickly and easily enter any new records of those type on the fly. On my home screen, we're gonna give users a quick view of their most recently accessed matters, and then we've got something here that I love called the scratch pad. Now I have been working in the legal, practice management software arena for over twenty years. I've been certified in a number of different products. And one of the one of my favorite features in any product I've ever worked with is the Scratchpad. And, again, I'll use that term change management. This is a great feature not only for a firm that is maybe introducing practice management for the first time, but for a firm who maybe has used a legacy system for fifteen or twenty years. Learning a new tool can be hard. And we ask legal professionals to learn a new tool while they still meet their 1,200 or 1,600 or twenty one hundred hour a year, goal. Right? So we are asking a lot of our users when we ask them to adopt a new tool. So we wanna minimize that change management and how hard it is to learn. The Scratchpad makes it so that users can simply jot something down. So I could say add note, and I could say, you know, call with Beth to discuss hearing. And I might have that call with Beth and race off to something, and I don't do what I should do, which is track that time, save that file note to the right file, maybe create a task for whatever I promised Beth I would do during that call. The scratch pad enables us to come back to this a minute later, days later, weeks later, months later, and use our smart create button here and turn it into something else. So I'm gonna turn this into a file note. So I'm gonna date myself. I started practicing law in 2001, and at that time, paper was still pretty pretty much the way we did it. So if I wrote a note on one of these, it just lived in my notebook. I was terrible about tearing that note out, putting it in the paper file, scanning that note, saving it in its Windows directory. But the beauty of Actionstep is that the more I work in the system, the more things are connected, and then eventually, the more data my my Actionstep intelligence tools have to mine. So here I am. I'm gonna create this file note, but the first thing you'll see here is that I can attach it to a matter. If I happen to know the matter number, I can type it in. I can also search by the name. And I'm gonna say, listen. This note is related to this Jessica Anne Belang personal injury matter. I can tag that note, but most importantly for me as well is that I can have action step prompt me to bill my time when I do something. So I'm gonna create this file note. It's gonna save to this matter. And when I hit create, action step is also gonna pop up and say, let's bill your time for that. So I'll say I did, point one of work and hit save. And now because I have this powerful feature right on the home screen where everybody lands, I was able to quickly jot down the note, get it saved to the appropriate file, and bill my time for it. Now I would need hours and hours to show you every feature of action step, and I did spend a few minutes on the home screen because I do like to show that we're giving you sort of a dashboard view of your day, and it is user specific. There's a lot of other modules we wanna get through. I'm gonna go through those very quickly, and then we'll be able to talk a little bit about that action step, intelligence that we're gonna that we're gonna have built in instead of bolted on. I'll bring your attention quickly to the contacts module. So the idea here is that we have a global contact base for the firm. We don't wanna have 10 or 15 or 20 or a 100 or 200 individual Outlook accounts with contacts in them. Right? The contacts module is really the backbone of our conflict search, and it really makes great sense for all of our contacts to be, visible to everybody in the same place so that they're easily searchable, etcetera. It's very easy to search an action step. We just use our top screen here, and we type in, any portion of the name of either the contact or the matter, and we get a dual purpose search here. We're gonna take a look at the Amy Corio contact just to give you a quick idea of the kind of information that we can store on contacts. When I land on Amy's contact, I get a tab for her since I'm in a browser based system, and I land once again on the overview. Again, that dedication to putting data in a format that is easily and quickly consumable by the legal professionals who need it. So on the overview I'm seeing, Amy is an individual. Here's her mailing address. Here are her phone numbers, her email addresses, etcetera. This toolbar across the top will help me see more information about Amy. Most notably, I like the matters list, which shows me that Amy has 54 matters in my office. Here's the name of the matter. Here's the type of matter. Here's the role that Amy plays on that matter. Having a contact database that allows you to have one to many relationships is really important. Amy is a contact one time in my system. On this file, she's the client. On this file, she's the policyholder. Here, she referred this file. Down here, she's the guardian. So a person can play multiple roles. You might have an attorney in your database who is serving as your mediator in some capacities or in some on some cases. So the ability to go to a contact and see all of the matters that that contact is related to and how they are related is really powerful. We can do things like take notes on the contact. We can add documents to the contact. I wanna jump over here to phone calls really quickly. The idea here is that I can track the details of my phone call by creating a phone call record, and you might notice that a timer has started from the moment I hit create phone call. Action step knows I'm calling Amy. It wants to know what matter were you calling about. So we'll say it was this, her estate plan, and I can enter the notes. So, you know, spoke with Amy about need to update Will. And I can spell check because these things are going to end up on a pre bill. And what better gift to give your billing team than the gift of not having to fix 1,000 typos on pre bills, making their job a lot harder than it needs to be. So we encourage people to take advantage of those features at the time that they enter their, enter their fee entry. A timer has been running. I'm tracking this phone call. I've entered my details. When I hit save, action step is gonna pop up and say, here you go. Here's your time entry. It inherited the amount of time on the timer, and all I have to do is hit save. And now that phone call has been logged to Amy's contact to this matter, and I can see visually that I have tracked my time for that phone call. It just hasn't yet shown up on a bill. Okay? Lots of great stuff we can do with contacts, but the the real meat of our of our presentation and where so much of the data that our action step intelligence is going to analyze really lives on the matter. So we're gonna take a quick look here at matters. And I wanna point out a couple of things. Actionstep is, as Beth mentioned, one of the most customizable programs on the market. And the reason I say that it is not specific to a particular practice area. I am in a demo database here where I've got about a thousand records. I've got potential new client records. I've got subrogation records, personal injury matters, litigation matters, real estate, estate planning, workers' comp, you name it. And the beauty of this is is that whether you are in a very, very big firm that is looking for, a a a practice management program to work within one of their practice areas or you're in a a midsize firm and you're a general practice firm and you've got 10 different practice areas, action step is the answer no matter what. And action step is the answer because of something really powerful that we have called workflow. Workflow is tied to your matter type. So when I when I talk about the matter type, the matter type really controls the behavior of your matters and action step, and this is really where the the core power of action step comes in. What workflow does in action step is it says, law firm, you tell me how you practice law. We're not gonna tell you how to practice law. We're gonna let you tell us how you practice law. So for example, in a personal injury matter, you might build your personal injury workflow to say, we have a start step, then we do some investigation, then we go into settlement, then we've got pleadings, discovery, pretrial, trial. So workflow enables you to identify the steps or phases of your cases, but also to identify the things that should happen inside each of those steps. And we're gonna come back to this in just a second. Also on the matter, you have a home screen similar to what we saw at our at the very beginning. The home screen on a matter is designed to give you quick access to data that is relevant just to this matter again, so we can consume it quickly and we don't have to hunt and peck all over the system. The beauty of the matter home screen is that each user can configure the screen based on how they work or the in information that they find most critical to the to the job that they do. For example, I may wanna quickly see all the parties to the case and the role that they play. I might wanna see all of the matter appointments, some of the case details, incomplete tasks, recent file notes. Maybe I want my tasks to be up here. The beauty of this is that users can move these tiles around and build a a home screen for their matter that works for them. This toolbar across the top will feel similar to our contact toolbar, and I'll go through it really quickly. But the point here is is that we can we can learn more about the matter beyond the home screen. So here, I've got my parties tab. This is where I can create a relationship between the matter and the people or contacts in my database that play a particular role. So because this is a personal injury matter, I'm getting roles like plaintiff, defendant, paralegal, insurance company, witness, expert, medical provider, court, judge. If I were on an estate planning matter, I would get a completely different set of roles. Right? So here is my ability to grab a contact from my database and add them to the matter. So, for example, if the insurance company here is State Farm, I simply start to type find State Farm, and now I've built a relationship between this contact playing the role of insurance company on this matter. Okay? Next, we've got our steps. This is gonna give me a visual indicator of how long the case has been in each step and where the case can go from here. This will make more sense in a minute. I can add file notes. So you saw me add a file note from the scratch pad at the beginning. There it is. Call with Beth to discuss the hearing. We've also got a list of appointments that are relevant to this case, and this is really where we can showcase the, Outlook add in as well. So if I come in here and I say I need to create a new appointment, Actionstep will know that it should go on this matter because I was on that matter when I created it. And if I want to say this is a hearing on damages, I indicate the date and time of the hearing. We'll say it's next week at 2PM. Then when I am in action step and I select the calendar this belongs on, I simply pick the Outlook calendar that this calendar that this appointment belongs on. So I'm gonna say, put this on the Jennifer Ramos Outlook calendar. I can add a location, a description. It's linked to the matter, and then I have the power of adding attendees. Again, just like I was in Outlook, I can add both internal and external attendees to this appointment, and they will get invitations. When I hit create appointment, not only will those invitations go out, but that appointment is on my Outlook calendar and will show up on the list of appointments here so that when I am receiving a call from a client who says, hey. I know we have something coming up. I can't remember when it is. I don't have to click through the days of my Outlook calendar. I go to their matter. I go to the calendar list, and I see the appointments so I can re respond to that client's question very quickly. We're also empowering anyone who picks up the phone with the ability to say, I I have access to your matter. I see that our call is scheduled for tomorrow at 01:30. Right? Giving your whole team quick access to information so when your clients call and need something, they feel like the whole firm knows about their case, that's a great feeling, and that's a that's a that's a a a great level of professionalism in the kind of service that your clients are expecting. We also have the ability and option step to manage our tasks. Here, I'm looking at the task list just for this matter, but I also have a task list up above that would show me all of my tasks no matter what case they were related to. Here, we're looking just at the tasks specific to this personal injury matter for Jessica. Tasks can get created a couple of ways. If you look at the task list here, the gray tasks are done, the red tasks are overdue, the blue tasks are incomplete, but not yet overdue. You can see their priority, their due date, their status, and then we have an assigned by column. Some tasks say auto assigned, whereas some tasks have the name of an actual user. Auto assigned tasks were created by virtue of the workflow. So we talked about it at the very beginning. Workflow helps me visually identify what phase or step is this case in, but workflow also enables me to automate the things that should happen in that particular step. Let's say, for example, that our next step is discovery. When I click into the discovery step, action step pops up and says, okay. But first, you have to finish one of the tasks that were due in the pleading stage. I'll go ahead and say complete, and I will see that action step says, okay. Now we're moving into discovery. Here are the tasks that should be completed during this phase. Here's when they are due, and here's who they are assigned to. Down below, you'll get prompted for any parties that we need to know at this stage of the case, and you can also get prompted for data that you might need to know at this stage of the case. I practice law, and I've been working exclusively with law firms for close to twenty five years. I all too often hear, gosh. I can't believe we're this far along and we don't have the Social Security number of the defendant or the statute of limitations date or whatever it might be. So workflow enables you to build in those points where you should know something or you should have something. So in this case, I'm asking for things like the case caption and the county. Anything marked as with an asterisk, you can make required on that step. You can have date fields, number fields, drop down fields, text fields, memo fields, any kind of data that you wanna track, you can track an action step. Now I have asked action step to move me into discovery, but sometimes a workflow doesn't follow in a perfect, beautiful linear fashion, right, especially in litigation. We might think we're in discovery and then all of a sudden we're in settlement discussions or the court orders us to go into arbitration, or whatever it might be. So you'll notice here that we have decision points that we can take advantage of when we build workflow. So maybe instead of discovery, I need to move into settlement. Well, now the tasks for settlement are totally different, and we're gonna automatically send an email from the responsible lawyer to the client saying, hey. We've moved into the settlement for your matter. We're gonna get prompted for different roles, etcetera. So the beauty of workflow is that you get to tell action step how you work, how your matters are completed based on the way that your team has used its professional judgment, skill, and expertise to build out your process. So that's a little bit about tasks. We've also got communications in action step. And the beauty of communications is if you are not maybe using a NetDocs or a, an iManage to manage your documents and email, we've got the built in ability for you to save emails directly from Outlook right into the corresponding matter. So if I bring up my Outlook inbox for just a second, you'll see I can highlight an email inside my inbox, and I can save it to a matter in action step. These are already saved, and I can see that visually right from my inbox. And I also see information about the case when I have that email highlighted. So here, I've saved this email to the Elijah King patent matter, and I can see, the the parties on the case. I can see file notes. I can see tasks, and I can bill my time right from the Outlook interface because, again, we know people are spending time in Outlook. So let's make it easy to capture time. I can even use quick codes here to help with the drafting of my email. We'll call this application. It's been appearing. And then I simply say how much time we've spent and hit save. And now the time for that email has also been tracked. Any emails that have been saved to the matter will then show up under communications. Here's an email that I sent just this morning on this particular matter. You can also compose email from action step, and you can just start from scratch and type like if you were in Outlook, or you can use an email template. So if we are moving into the settlement stage, I might wanna send this settlement email that says what to expect as we move into this into this phase. Even though you're originating the email here, it is still using your Outlook account to do the heavy lifting of sending and receiving. Okay. Next, I wanna talk really quickly about documents. The first thing I'll point out is as Beth mentioned at the beginning, we know that there are sometimes other products in use that you are happy with and they are meeting they are meeting your needs. And so what you'll notice here about document management is is that we have a built in document management system that comes with action step at no additional cost. It's part of your subscription. And in that case, you can take advantage of folder structures. You can upload documents. You can generate documents using templates. You can add folders. You can, give access to document folders in the portal. This is a a very powerful document management option that comes standard with action step. But we also integrate with both NetDocs and iManage so that if that is where your firm is already, then you can just bring that technology to the party, we'll integrate with it, and your firm will will see a more and more seamless seamless access, sorry, to the data that they need, to manage their cases. I wanna talk for a second here about custom data. So when we have a personal injury matter, we might wanna track things like what are the case details, what happened, when did it happen, what county are we in. But we also might wanna track things like dates that are specific to the case. Right? Like, when do we need to have all of our medical records? And when was the file the complaint filed? Or when is the answer due? Or what's the statute of limitations? These are things that we just need to know because we need to reference it. Maybe we wanna report on it. Maybe we wanna pull one of these data fields into a document template. That's the power of custom data. But we also have the ability to track things that repeat. So think about your matter types and think about the spreadsheets that you may be maintained to keep track of medical bills or medical records that you've requested or assets in a divorce or in a probate. Anytime you're having to keep a list of things that you have to keep separate, it's in a spreadsheet that lives in your DMS. If you could keep them that information right here within the practice management system, It makes it a lot easier to share, a lot easier to update, a lot easier to report on. So here, I wanna track the records requests that I've sent on this personal injury case. I can say new record, and I can track whatever information I want about those medical records. You, the law firm, gets to decide what fields that you you want to track as it relates to those records request. So if it is someone's job to maintain records and follow-up when they when they aren't received on time, we can do that with that medical records request custom data field. Okay? Now we've talked I've talked very quickly about a lot of things, and, of course, I could spend a whole hour just talking about the matter, but really wanted to highlight how the matter really becomes this central place where all of the additional record types come to come to connect. Right? So all of the parties, all of the tasks, all of the appointments, all of the, all of the notes, all of the phone calls, all of the emails, all of the documents, it's all here in one place. And when we have everything in one place, it certainly makes the job of any AI agent a lot easier because it's it's minimizing the number of places that it has to go mine for the data. Okay? I wanna talk about a couple more core features of Actionstep as a as a system of record before I start talking about our our built in layers of Actionstep intelligence. I mentioned tasks on the matter. We've also got task list here so you can see all of the tasks that are assigned to you regardless of what case they're on. You can see when they're due, their status, etcetera. We also have the ability to bulk action these because I know from experience when tasks get created automatically and I get a new program and I add all my tasks, we be we we eventually get go back to being human. We forget to mark tasks done, then the task list becomes so overpopulated it loses its power and its function. So we wanna make it easy for people to look at a list and say, I'm terrible at marking things done, but boom, boom, boom, those are all done. Change the status to complete and even have actions to prompt you to bill for your time for those completed tasks. Now in the interest of our time, I'm gonna skip that step because you've seen the time interest screen a few times. But I can batch mark tasks done so that I can quickly and efficiently manage the data inside the system. The other place where you can see tasks is on the calendar. So if I go to the calendar for today, you'll notice that I have that same heated calendar we saw on the home screen, and then I also have the ability to see all of the calendars in my office that I've been given access to, and I can simply select the checkbox next to their name in order to show that particular calendar. I can color code by person. And you'll notice at the very top in what's referred to as the all day event section of the calendar, I am also seeing any to dos that are due today. So I can see tasks on the matter that they're related to. I can see tasks in a task list, and I can also see tasks on the calendar if they are due today. The beauty of this is flexibility. Right? It is impossible to write a program that will absolutely meet the needs of every single person's personal preferences. So the power comes in flexibility. I like to see my tasks on the calendar. Someone else likes to see their tasks on a list. Other people wanna go just to the individual matter to see it. That flexibility and that customization that Beth mentioned, the the beauty of that is that even though we're gonna layer on AI, we can still have those creature comforts of user preferences and flexibility within the program. And I think sometimes the marriage of those two things are really important to remember. Does layering on or bolting on an external tool take away any of the flexibility of the program that you're using? Do you have to, are you forced to use things in a certain way so that the AI tools can can read it? And I think it's a really important thing to think about when you're when you're purchasing is that is, you know, we wanna we wanna balance consistency and and and and form across the firm with the the need for legal professionals to still have a personal style and personal preferences in the way that they work. A couple other things I wanna point out, and that is our time sheet. So I know I've gone a bit auctioneer style, but, obviously, you guys can tell it's a really powerful program and there's a lot to show. We've seen throughout our time today that I can add time from that scratch note. I was prompted to enter time when I created a file note. I was able to enter time from a phone call. I was able to enter time when I marked the task done. I was able to enter time from Outlook. We also even have timers down here at the bottom that you can run. And once you're done running the timer, you can convert that into a time sheet. If all of those things don't work, to help increase the likelihood that people will enter their time contemporaneously because that's it, folks. That's the way to capture more time. It's contemporaneous time entry on top of a tool that will help you capture the things that maybe have fallen through the cracks. But tracking your time when you do the thing is the number one most important way that that we can increase our billable time. But if you come into action step and you just wanna say create time entry, you can absolutely start from scratch and create a time entry. But we've also got two opportunities for action step to show your users what they've done. The first is something called suggestions, and suggestions have been a part of the core action step platform for as long as I can remember. And what suggestions have always done is said, hey. You are on this matter. You, move this matter to this step. You updated a document. You, sent this email, and it's telling you everything you did in this in the matter or in the in the system. And all you have to do is say create time entry, and it's gonna help you create the time entry. The feedback we got from suggestions is this is amazing. What about the things I do outside of action step? And that is where our AI timekeeping tool comes into play. The AI timekeeping tool in action step will track those things that you've done outside of this platform. So what work were you doing inside Word? What websites were you on? Did you review a PowerPoint or a PDF? Emails that you've sent, appointments on your calendar. So here, if I hover over this, you can see this is the the PowerPoint presentation I actually reviewed before we started today. Here, I was looking at a PDF of defense counsel billing guidelines. Here, I was in a Word document. Here, I was in an authorization for release of records, and it's even giving me suggested matters that that time should be billed to. Here around 11:00, I spent some time on the IRS website. Here, I sent some emails to my client about needing to update her records authorization release. So I'm going to be able to take advantage of this AI timekeeping tool right from within my time sheet. Don't have to go to every individual matter that I worked on. I go right to the time sheet, and it shows me everything I've done not only inside of action step, but outside of action step. The other component of this that is that is intelligent is the narrative. So if I if I go to convert this particular authorization to a time entry and I hit I hit add, it says reviewing authorization for release of of confidential information for medical and treatment records. I didn't type that. It it it came up with that narrative based on the document and the contents of the document, and it's giving that to me so that maybe time entry is not quite as much of a burden because it's properly spelled. The capitalization is right. There's go have punctuation, and it actually makes sense. You can still modify this if you need to, but hopefully, as you create time entries and as you modify, the tool gets smarter and smarter about how you want things to be worded. I'll go ahead and hit save here, and now that will fall off of my list of items that I should consider, entering time for. So I segued right into one of our most powerful action step intelligence tools, and that is our, that is our AI timekeeping. One of the other things that Beth mentioned in her description of core is that ability to take a look at dashboards and data and have some intelligence applied to that. So I wanna highlight really quickly what we call insights, and this is our built in, not bolted on, our built in BI dashboards that are giving you both firm management and fee earner dashboards. So firm management, for example, we wanna see things like how much WIP do I have, how much WIP is in draft, how many how much do I have in invoice fees, collected fees, outstanding fees. You've got the ability, of course, to filter these based on those criteria there. We've got bar graphs, donut graphs, all all kinds of different, visual dashboards here to see things like, what are my top matters, my top clients, my top fee earners? You know, what are the aged outstanding fees? How much have I collected based on matter type? Sometimes you wanna know something here that's not perfectly depicted in a visual or in a dashboard. And that brings us to our next layer of AI intelligence or action step intelligence, and that is ask acumen. This is our ability to have our AI answer a question based on the data that's being displayed in our business intelligence dashboards. So when this pops up, there's a couple of things I can do. I can go to my history and ask a question that I've, already asked, or I can start fresh. So I'm gonna say, remember we had, aged outstanding fees. Maybe I wanna know, well, what matter type has the most aged outstanding fees? I can ask Acumen, and I simply type in my natural language question, which matter type has the greatest age outstanding fees. And Ask Acumen is going to tell me what it's doing. You've probably seen this in other, AI agents. Let me let me look this up. It's looking through the dataset that is represented here by the dashboard, and it's gonna pop up here in a second and give me a really thorough explanation of the matter type that has the greatest aged outstanding fees. And notice I even had a typo here, but it's smart enough to know what I probably meant. So it's looking through the datasets, and it's saying real estate has the greatest aged outstanding fees. But just in case you're curious, here are the other matter types with the next most outstanding fees. Real estate, then estate planning, then litigation. And then it tells me, real estate applies for roughly 40% of your total aged outstanding fees. Would you like to explore this further? It's prompting me for additional questions. Do you wanna see an aging breakdown for real estate? Do you wanna see the top clients that are outstanding in real estate? I could even say, you know, what, what which real estate matters have the most outstanding aged fees that where Jen Ramos is the responsible lawyer. You can get very, very granular. And the beauty of this also is that while you can use ask Acumen to apply these prompts and have these questions answered, it's still gonna respect any security permissions that might be in play. Right? So if you ask it a question and in order to answer that question, it has to access data that you don't have access to, It's gonna say, I'm sorry. I can't answer that. You don't have access to that information. So we're not gonna be able to use AI to circumvent restrictions that are already in place, and that's a really powerful component. And it it's a powerful feature, I should say, of built in, not bolted on AI because it is going to always take into consideration restrictions that might be in place for individual users based on their security profile. And I think that that's something that that really needs to be considered. When you are looking at other tools, how does it respect how does it respect restrictions? Right? So, having a tool that's built in and it understands our our system permissions already, that's gonna be a benefit. So we've got, we've got our insights. That's our ask acumen. One of the things that I I should have shown when I was on the matter, but I I got excited about the our AI timekeeping and so I glossed over it. I'm just gonna go back here into our, Jessica Anne Belang personal injury matter. And I wanna highlight another layer of action step intelligence that we are, that we are seeing, and that is the matter summary. So a lot of times, you can gather where a case is. Right? I'm looking at this workflow. It's in settlement. I can look at the appointments and the tasks and kinda see where we are. But the matter summary, you can tell it's AI because we're kind of using a consistent icon throughout to kind of visually lead people to the, hey. This was agentic AI that's you didn't have to run a prompt. As Beth said before, I didn't have to think of a prompt to run. That prompt ran in the background and is saying, hey, Jen. I think this matter summary will will be relevant for you. So it's saying, hey. This is a an automobile accident involving Jessica. She was struck head on by a drunk driver on Interstate 70 West in on January 13. The matter opened January 29. January misses your responsible lawyer. It progressed rapidly. Milestones include a complaint filing, ongoing settlement negotiations, multiple tasks, etcetera. Then I have show more, and it's got some key takeaways. And, also, it's got a section for, like, things that I maybe should keep my eye on, some risk. Listen. We've got a lot of incomplete custom fields. We don't have the damages claimed or the policy limits. We've got some stale tasks in there. We've got tasks marked complete in March, but there are still some September 26 emails, going on that indicate work being done at that hasn't really been started or it stalled. This is where we are taking advantage of of the action step intelligence, but we are still relying on the legal professional to decide whether that's risk or what they wanna do about those things that might need attention. Legal professionals' judgment skills and expertise are never gonna go out of style. They are they are never going to become obsolete. I believe that maybe I believe that because I'm a lawyer, but I believe that because the relationships that you have with your clients, the relationships that you have with outside counsel, opposing counsel, people in the in the in the business of practicing law, those relationships cannot be replaced by AI. But those relationships can be made stronger, and you can be a better lawyer, legal professional, paralegal, legal secretary, whatever it might be, if you can take advantage of tools that help you compile and mine the data. Right? That's a time consuming task. So let's take advantage of tools again that are built in, knows where to look on the matter for all of this information. And when I say it knows where to look on the matter, I just wanna draw your attention here to this 25 sources. Action step is telling me, I I am using information from 25 different sources to come up with this matter summary. So if I click on 25 sources, it'll even show me two matter notes, two emails, three tasks, seven different invoices, five different participants, and six custom fields helped me to put together this matter summary. Okay? So we've talked about AI timekeeping. We've talked about the matter summary, and we've talked about ask Acumen inside of our dashboards. But it's a really exciting time to be developing software right now, especially with the, you know, with the appearance of of AI. And so I wanna share a little bit about what's coming in action steps, and I'll share that in the context of workflow. When we were talking about workflow, you might have noticed that in order for something to happen in workflow, we did have to have a human kinda manually come over here and say, I need to go into this step, and then the automation would run. We are on the verge of what we're calling workflow two point o. And workflow two point o is really going to augment not only workflow, but it is going to augment action step intelligence. And so what I'm about to show you next is actually not in my production database that I've been, sharing with you so far in our time together, but it's a prototype. So this is what we call a vision prototype, and this is the kind of the plan for the future, what we hope workflow two point o will deliver. Of course, I have to be the lawyer and say, the final product may look different than what you're seeing here, but this is a vision. And visions are are really powerful and really exciting. But it's a great way for me to highlight the additional action step intelligence that's coming. So first of all, I'm looking at this. I'm on my home screen in action step, and the the action step intelligence has said, hey. Let's tell Jen she's got, some hours that she could bill that she hasn't billed yet. Let's remind Jen that she's got three bills to reprove that are in the pre bill stage that that are assigned to her to approve. And let's just bring these two high priority tasks to Jen's attention because she probably should should take a look at them. Now if I go into a matter and I'm gonna start with this Rebecca Hollis, family law matter. When I go into a matter in workflow two point o, I am gonna see the matter summary, which we sort of already talked about. But I also wanna point out that we have some suggestions here for things that we should do oops. Sorry. Things that we should, things that we should do on this matter. So this is suggesting that I really get this task for the budget timetable and resourcing plan done. Okay? The other thing that is powerful here is that in our current workflow, you have to move a case through the step for tasks to be created. But what a lot of people asked us for is they said, well, Jen, sometimes I only want tasks if a certain thing is relevant. So for example, if I come into the all facts section of the the matter, a custom dataset, and I say, are there children involved? If I edit this to say yes, when I go back to the workflow, inside the preparation section, I now have a task for parenting information and child related documents. I didn't have that before because I hadn't indicated on the matter that children were involved. So this idea of contingent tasks that get inserted into the workflow at a particular step, that is another piece of workflow two point o that's really gonna change the game, for law firms, particularly firms that need to customize workflow for a number of different practice areas. Okay. The other thing I wanna point out is that if I'm on the home screen in, workflow two point o, I also have an ask AI button here. So if I wanted to and I'm not in a particular matter. I'm just on the main screen. If I wanted to say, you know, what are the most important things for me to focus on today? I can say that to Ask AI. It's It's gonna think, and it's saying, listen. These are the top three things that you should do. These are overdue by however many days. And notice, they're not on a recently accessed matter. It's saying, listen. These have been stale for a while, and we think you should focus on them. Okay? One of the other things that I wanna point out sorry. I jumped around a little bit. I get I get excited about this, and then I, lose my lose my structure. I wanna point out if I go to workflow and one of the tasks in workflow let me figure out which one I wanna do. There's a task to send the family law intake questionnaire. Okay? That's a task. But what workflow two point o does, it says, let me help you automate that. See how there's a a little, AI icon next to it? When I highlight this task, action step shows me the details of the task, but it also suggests an automation. Send the intake questionnaire to the client. That's gonna be an email. If I hit run, action step is gonna try to send that intake questionnaire to the client, but AI is gonna pop up and say, hold on. You're missing something that I think we need for the email to be generated properly. I'm missing a salutation. So I'm gonna say it's miss, and then Action Step AI is going to come up and say, okay. Here's the email I've drafted. Dear miss Hollis, thank you for instructing us. Here's a link to the form we need you to fill out, and I hit send right from here. Not only did workflow suggest the automation, the automation triggered the AI to say, I think you might be missing something. And and that might not seem like the like, I I don't know. Fireworks might not be going off for that. But all too often, when we rely on email templates and document templates, there's there's always that step of making sure the data filled in the way we wanted. Right? So the AI agent is coming in and saying, let me save you the time. I don't want you to have to bring that email up to draft and then see that you're missing that and then have to go back to the database and fill that field in and then regenerate the document or the email. Let me help you now. Let me improve your efficiency and accuracy while you work. That's the power of AI. AI didn't make a judgment for me. AI simply helped me get that email sent without any grammar or embarrassing omissions that I wouldn't really want to have happen. So the the beauty there is we're enhancing workflow to be more powerful with contingent tasks and subtasks. We're adding automation more automation to to the tasks, and then AI is coming in to make sure that everything we need is in place before we we actually take that action. I wanna show you one other example of what our workflow two point o and additional AI is gonna do, and that's gonna be on a workers' compensation matter. So when I look at this workers' compensation matter, you'll notice here I'm on the home screen. I've got my matter summary. But on this section for workflow, it's suggesting two things. Now listen. I can still just move this case through the steps. That's not gonna go anywhere. But it's saying, you know what? I have a suggestion for you. You had a call where you filled out a document and saved that document to the matter. And I believe there are 14 facts in that document that we should parse out and store over here in the custom data. And so if I say review extracted facts, in that document called initial client call, I referenced an injury date, an injury type, a description. I won't read this all to you. You guys can see it. But this information lives in the document. But I also wanted that information to live in my custom data fields. I don't wanna retype that. So action step is saying, hey. I've extracted or parsed out this value from this document. And this could have been a document, phone call, a note, any record that's saved inside the core action step product is available for action step intelligence to mine and compile. So it's saying, hey. We've extracted February 10 as the injury date. That matter the matter currently says it was February 9. So it's not replacing it if I don't want it to. It's giving me the option. AI is helping to show me inconsistencies in data across the matter, which are completely, common. Right? We've got an email that says one thing and a document that says another, and we remember a phone call where it was something else. Action step intelligence is gonna help bring those inconsistencies right to the forefront so I can determine. Somebody needs to find out what the actual injury date is because guess what? That impacts the statute of limitations date and all kinds of other things. So, again, it's not replacing the judgment of the of the law of the legal professionals, but it is providing them with information that normally that would have been a manual reenter. Reenter all this data. Right? So we're gonna parse that out. I can deselect the things that I don't want it to, I don't want it to add, and I can allow it to kind of just help me manage this data. And you'll see here, I can cancel out or I can add all 14 of these fields, to the matter. So, hopefully, today gave you a a vision or view into Actionstep and how, it's it's even without Actionstep Intelligence, it's an extremely powerful platform that really provides you with a a platform, a tool to manage all of your client and matter data. And then the most fun part for me anyway was our our last twenty minutes or so where we really talked about the the built in, not bolted on, the layering of our action step intelligence, not only what we have now with AI timekeeping and AI, ask Acumen for our our AI, BI, business intelligence dashboards, but also our our existing matter summary as well as what the future holds for both Actionstep and Actionstep Intelligence. So we hope you enjoyed that. I'm gonna pass it back to Beth, to see if there are, any questions and to wrap us up. Thank you so much, Jen. Really great stuff. So exciting. If you are first of all, yes. Thank you for spending the last hour with us. We appreciate your time. If you are interested in learning a bit more, there are a couple of ways that you can get information. One is to click on the book a demo tab at the top of your screen, and we would be happy to schedule time with you individually to talk about your firm's needs, where you are in your AI journey or practice management journey, and see where we might be able to assist. We also have a docs tab where we have added a few resources, so please check that out as well. We appreciate you. And there were a couple of questions, but I think we have answered them as we've gone along. So we should be in really great shape. So thank you so much, everyone. We hope you have a fantastic rest of your day. Okay. Thanks, everybody.