WorkCloud Solutions launched in 2011 and are now globally recognised as Consultants and Developers of choice for Actionstep working with over 400 firms and counting.

We provide consulting to our clients in transitioning their practice management and document management solutions, plus:

•	Implementation Services
•	Enhanced Support Services
•	Tailored Training Programs
•	Consultation on how best to use and configure your Actionstep solution
•	General Consulting Services
•	Power BI Reporting using Actionstep
•	Data Migration to Actionstep

Our specialties include:
•	Training
•	Billing
•	Trust Accounting
•	Workflow Development
•	Document/Email Template Coding
•	Custom Reporting in Actionstep
•	Custom Reporting from Actionstep to Power BI
•	Zapier integration with Actionstep
•	Document Migration

Business Development

Consulting

Enterprise Software

Legal Tech

Professional Services

WorkCloud

Brian Tsai

Aira Santiago

This department focuses on delivering and managing the implementation of solutions for clients.

Implementation Services

This department focuses on identifying and pursuing growth opportunities to enhance the organization's market presence and revenue.

WorkCloud

Org chart

Teams

Implementation Services

Business Development

Offices

WorkCloud

Org chart

Teams

Implementation Services

Business Development

Offices

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