Actionstep Pre-Implementation / Training Form
Please take a moment to fill in this brief questionnaire (5-10 mins).
 
The purpose of this form is to help me provide you with the best implementation path and make we are all on the same page with expectations and to also make your transition to Actionstep as smooth as possible.
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Practice Name *
Practice Owner/s (Director/s)
Practice Manager/ person to deal with the implementation? *
Practice Manager Email *
Phone *
Mobile Phone
Number of Partners in your firm *
Number of Staff *
Estimated Number of Clients *
Current Legal System *
What Practice Manager Tools do you use?
How do you charge your clients?
Where do you invoice from?
Comments if required
Please select if you need to convert the following
Data Requirements with our data conversion services we will import the following from your previous system:    Current clients & client info    Non-clients (non chargeable)    Client relationships (e.g. directors, shareholders, shares, trustees, beneficiaries, partners, %'s etc)  and if achievable any custom data attached to your clients e.g. AML captured data
Opening WIP balances *
Aged WIP balances convert as current opening WIP balances.  Note that if you do elect to convert WIP balances, these balances would require an Action/Matter to assign these against. E.g. "General Matter".  Generally we suggest billing out all or as much WIP as you can prior to converting data.  **Please note we do not convert across historical WIP billing records relating to matters that have already been billed/Closed**   Please make sure you are aware of this by answering below:
Do you have any WIP balances to convert? *
Do you have any debtor balances to convert?   *
**Please note we do not convert across historical Debtor records relating to matters that have already been Paid/closed
Do you require Documents to be converted/Imported across to Actionstep?   *
**Documents can be imported but limited to the age and size of your firm. If you are wanting documents converted then we will need to determine the scale of this before confirming if we can import these for you.
Do you require Emails to be converted/Imported across to Actionstep? *
 **Emails can be imported but will sit in the documents area and not the Email area of Actionstep. This is limited to the age and size of your firm. If you are wanting email files converted then we will need to determine the scale of this before confirming if we can actually import them.
Do you require your Trust Account transactions converted? *
**We bring in only an open Trust Account balance and not the detail. It is imported to understand that for the first month a statement from your prior system and one from Actionstep is sent to your client showing the closing balance in one system to the converted opening balance in Actionstep.
Have you signed up for a trial version yet? *
Are you ready to begin setting up Action Step now? *
What date are you looking to go live with Actionstep
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What date are you looking to go live with your Trust Accounting in Actionstep?
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We recommend that you keep your current system for at least 4-6 months after the conversion has taken place. *
 This is to ensure that you have all of your data out and so you can access old reports if required. Please make sure you are aware of this by answering below:
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