Streamline Legal Calls & Case Management
Actionstep and 3CX Integration for Law Firms
Integrating Actionstep with the 3CX phone system transforms the way your legal practice communicates. By syncing your cloud-based phone system with your legal practice management software, you eliminate the need for manual data entry, reduce administrative overhead, and enhance the overall client experience. This integration empowers your team to stay focused on legal work—not logistics.
Get Started with Actionstep
Why Connect Actionstep
with 3CX?
The combination of Actionstep’s case management capabilities and 3CX’s advanced VoIP system offers a streamlined experience tailored for busy legal professionals. Below are the core benefits your team will enjoy once the integration is live:
Whether you run a boutique law firm or manage a multi-location practice, integrating Actionstep and 3CX ensures you never miss a client call, and every interaction is securely logged and easily accessible when you need it most.
Caller Identification in Real-Time
When a client calls your firm, the integration instantly pulls their information from Actionstep and displays it on your screen. You’ll know who’s calling, what case they’re involved in, and the last note entered—all before answering the call. This feature supports client trust and improves first-contact resolutions.
Automatic Call Logging into Case Files
Every incoming and outgoing call is automatically logged in the associated matter within Actionstep. This ensures consistent and reliable recordkeeping without requiring your staff to take manual notes or create entries after the call.
Click-to-Call from Inside Actionstep
Initiate outbound calls directly from Actionstep with a single click. This reduces time spent dialing and ensures that each call is recorded under the appropriate matter.
Effortless Time Tracking and Billing
The integration can automatically capture the duration of each call and associate it with a case, turning your phone conversations into billable time. This supports accurate invoicing and improves recovery rates for billable hours.
Improved Collaboration Across Your Firm
All team members with access to a case can instantly view call logs, see updates, and align their efforts. Whether your staff works remotely or from multiple offices, the integration ensures a unified view of client communication.
Get Started
How the Actionstep + 3CX Integration Works
Setting up the integration between Actionstep and 3CX is straightforward, and our team at Aatrox Communications manages the entire process from start to finish.
Connect Your Systems
We begin by securely connecting your Actionstep environment with your 3CX instance using API credentials and authentication protocols.
Authorize Data Access
You’ll have complete control over what information is shared between platforms. This includes call logs, client data, and user access settings. We use encryption and role-based permissions to keep your firm’s data safe.
Configure Call Handling Preferences
You can choose how calls are identified, what data gets logged, and where notes are stored. Some firms opt for full automation, while others prefer semi-manual logging options. We tailor this to suit your workflow.
Test and Launch the Integration
Once everything is configured, we run comprehensive tests to ensure accuracy and performance. After final approval, the integration goes live with minimal disruption to your operations.
Built for Busy Legal Practices
This integration was designed specifically for the legal industry. Actionstep is trusted by thousands of firms for matter management, time tracking, and compliance, while 3CX phone system offers a robust, cloud-based communication system with rich functionality.
By connecting these tools, your team can:
- Minimize time spent on administrative tasks
- Improve responsiveness and professionalism during calls
- Enhance transparency and collaboration across departments
- Support hybrid and remote work without sacrificing client service
If your team is already using Actionstep's flexible workflows, the integration fits naturally into your existing setup.
FAQs
Common Questions About the Integration
Yes, as long as your Actionstep plan includes API access, you can use the 3CX integration. Most mid-tier and premium plans support this.
Absolutely. You can customize call logging rules based on direction (inbound or outbound), call duration, or caller type. You’ll also have options for manual note entry or automatic syncing.
We use secure API protocols and encrypted data transfer to protect sensitive client information. Your data never leaves Australia, and all compliance obligations are fully met.
Not at all. The integration is lightweight and optimized to work in real time without slowing down either platform.
Aatrox Communications handles everything—from onboarding and setup to ongoing support and troubleshooting. You’ll have access to local experts who understand the legal industry's unique requirements.
