A supercluster of answers to help start your journey.


Where will my data be stored?
Your data is stored securely online. You can choose to have your data hosted in the USA, Singapore, EU, Australia, or New Zealand.

How secure is Actionstep?
Actionstep takes data security very seriously and follows generally accepted best practices to ensure that your data is backed-up and protected against unauthorized access.

For more information on our security, click here.

Can I get a backup of my data?
Yes, you can request a backup of your data and documents at any time. You can download your documents in their original formats (e.g. docx, pdf), and all other data will be available as spreadsheet files (CSV).

Can I import data from my existing system?
Yes, we routinely import data from a wide variety of existing systems. Generally speaking, if you can export your data to spreadsheet/CSV files then it can be imported into Actionstep. We also have some automated utilities for importing data from common systems.

Does it run on a Mac?
Yes, Actionstep is 100% cloud-based so it runs on any computer with Internet access and a modern browser.

What about tablets and smartphones?
If your device has Internet access then you can connect to Actionstep using your device’s Internet browser. An iPhone/Android app is also available to download. This app allows you to view contacts, matter information and save Actionstep contacts to your phone. Calendars can sync with any device supported by Google or Microsoft Exchange.

Do I still need a server?
No, once you have moved over to Actionstep there should be no need for you to run a local server.

What happens if the Internet is down?
Actionstep is a 100% cloud-based solution so you will need to be connected to the Internet to access your data. However, there are multiple ways to access the Internet, so even if your office connection is down, you can use your mobile phone’s hotspot or work from another location for a while.

What happens if I want to leave Actionstep?
No problem, just let us know one month in advance, and request a backup of your data.

Want to know more?

Contact our friendly team today.

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