About DBC Advanced Workflows for Actionstep
DBC Partners offers pre-designed workflows that are packaged and ready to install in your Actionstep PRO or PRO+ System.
Start working right away | Customize anything about the workflow at any time | Model document templates updated with your firm’s electronic letterhead
Advanced Estate Planning & Elder Law Workflow SET + Advanced CRM SET
(also available for purchase as individual workflows)
- Estate Planning
- Probate
- Medicaid
- Trust Administration
- CRM (Prospecting)
- Seminar (Track attendees & follow-up)
- *Marketing Campaigns & Activities
- *Referral Sources
ADDITIONAL PRACTICE AREAS
- Personal Injury
- Family Law Workflow SET (Litigation & Agreements)
- Litigation
- Real Estate (Buy-Sell-Closings)
- Business Workflow SET (Formation, Contracts, Buy, Sell)
DBC Partners also Custom Designs Workflows
STANDARD STEPS
All DBC workflows install with a standard set of steps for the start and end of the workflow. This helps standardize processes within the firm and makes training of staff simpler.
Standard steps allow reporting on all matters that:
- need an appointment (phone, office or zoom)
- are actively in progress
- work is completed but payment is incomplete
- are inactive
- are closed and complete
All DBC workflows install with comprehensive video and written wiki (instructions)
Advanced CRM + Seminar Workflow SET
(also available for purchase as individual workflows)
Follow-up with Prospects and track your ROI from paid advertising and referral sources
- CRM (Prospecting)
- Seminar (Track attendees and followup)
- *Marketing Campaigns & Activities
- *Referral Sources
*Marketing Campaigns & Activities and Referral Source workflows are installed and related to all the workflows in your Actionstep system when you purchase CRM and/or Seminar
Use the contact form to request more information and pricing.