Actionstep is a powerful, workflow-driven practice management platform used by firms that want their matters to follow a defined process. Here's how we connect it to Wildix telephony.
Actionstep is built around configurable matter types and step-based workflows, which is exactly why firms choose it — your conveyancing, litigation or private-client matters all follow a consistent, auditable process. But a disconnected phone system undermines that discipline. Calls get made and received without ever touching the matter record, so the careful workflow you've designed has a blind spot every time the phone rings.
Connecting Wildix telephony to Actionstep removes that blind spot. Wildix is a complete cloud unified-communications platform, and it integrates with Actionstep through its integration framework, adding click-to-dial, inbound screen pop and call logging to the matters your team already works in.
Phone numbers stored against an Actionstep matter or contact become clickable, so fee-earners call straight from the record. No rekeying numbers, no misdials, and no leaving the matter to make a call.
When a client calls, Wildix looks up the number and surfaces the matching Actionstep record, so the person answering knows who's calling and which matter it concerns before they say hello. That's a more professional first impression and far less time spent searching.
Calls can be logged as activity against the right matter, capturing the caller, time and duration. Combined with Wildix's native recording, your phone activity becomes part of the matter's audit trail rather than something that happens off to the side of your carefully designed workflow.
Wildix records calls natively, encrypts them, and lets you retain and retrieve them by user, extension, team or matter. For a regulated firm that's a genuine compliance asset:
Wildix runs entirely over the internet on desktop, mobile and softphone, so there are no copper lines to decommission. With the PSTN switch-off scheduled for 2027, an Actionstep firm moving to Wildix handles both the integration and the line-replacement in one move.
We're independent of Actionstep and every other platform, so we have no agenda beyond making your telephony and case management work together. We map your Actionstep matter types and workflows, configure the Wildix integration to fit, set recording and retention to match your compliance position, and train your team to use it properly. We've delivered legal IT for firms across Hertfordshire, Essex, Cambridgeshire and London since 1996.
This guide is part of our wider work on IT, cybersecurity and AI for UK law firms — start there for the full picture of how we support solicitors.
Wildix connects to Actionstep through its integration framework, supporting click-to-dial, inbound screen pop and call logging. Numbers held against an Actionstep matter or contact become clickable, and inbound calls can trigger a lookup that surfaces the matching record. Because Actionstep is highly configurable with custom matter types and workflows, we scope the integration around how your firm actually uses it.
Yes. Wildix records calls natively and encrypts them, and where call logging is configured, call activity and recordings can be associated with the relevant Actionstep matter. That gives you a defensible, matter-linked record of client conversations for supervision, billing and complaint handling.
Actionstep is built around configurable matter types and step-based workflows. The Wildix integration works at the contact and matter level — click-to-dial and screen pop key off the phone numbers and records in Actionstep — so it complements your workflows rather than interfering with them. We confirm the exact behaviour during scoping.
No. Wildix is fully cloud-based and runs over the internet on desktop, mobile and softphone, so there are no analogue or ISDN lines to maintain. This future-proofs you for the 2027 PSTN switch-off while delivering the Actionstep integration in the same project.
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