Actionstep

Actionstep is a dynamic, cloud-based legal practice management platform designed to give law firms the tools they need to modernize operations, automate processes, and deliver better service outcomes. Unlike traditional solutions that only offer piecemeal functionalities, Actionstep provides a fully integrated platform that covers the entire lifecycle of a legal matter—from client intake and document automation to time tracking, billing, and trust accounting. Designed specifically for law firms that want more than just case management, Actionstep enables a holistic transformation of your practice by embedding intelligent workflows, real-time collaboration, and customizable tools into your daily operations. Whether you're a solo practitioner, a mid-sized firm, or a multi-office operation, Actionstep equips you with the flexibility and depth you need to run a smarter, more agile legal practice. This workflow-centric approach ensures consistency across cases, streamlines internal communications, and enhances productivity. With built-in tools like automated task delegation, email and document management, and customizable templates, firms can eliminate administrative bottlenecks and focus on high-value client interactions. Actionstep’s matter-centric design also ensures that all data, communication, and documentation are organized intuitively around each case, giving legal professionals complete visibility and control. Moreover, the platform is cloud-native, enabling seamless collaboration across teams and offices, and supporting remote work with the same level of security, compliance, and efficiency as an on-premise solution. It integrates smoothly with third-party tools like Microsoft 365, Xero, QuickBooks, and others, making it easy to connect existing business applications into one centralized system. The platform is not one-size-fits-all; it can be tailored to suit a firm’s specific practice areas, operational preferences, and client service models. From simple solo practices to complex, multi-jurisdictional operations, Actionstep scales and adapts as your firm grows. This scalability, combined with its robust feature set—client intake, CRM, task management, trust and office accounting, compliance controls, and business reporting—makes it more than just software; it becomes the digital backbone of your legal practice. Actionstep empowers law firms to not only keep pace with the industry’s evolution but to lead it, by harnessing technology to deliver excellence, transparency, and accountability at every stage of legal service delivery. For forward-thinking firms ready to elevate their performance, Actionstep offers the structure, intelligence, and adaptability to make that vision a reality.

Actionstep's distinctive workflow automation base and its all-in-one, highly configurable platform make it stand out in the legal practice management market. Although a lot of legal software programs include scheduling, billing, and document management tools in modular form, Actionstep is built around a dynamic workflow engine that enables law firms to design and automate their entire practice from end to end. This workflow-first approach means firms can standardize procedures across various practice areas, ensuring consistency, compliance, and efficiency at every stage of a legal matter. What differentiates Actionstep is not just the breadth of its features but the seamless integration of these tools within a single platform—client intake, CRM, document automation, time tracking, trust and office accounting, task delegation, and reporting all function cohesively. Rather than forcing firms to piece together various third-party systems, Actionstep provides a unified digital workspace that minimizes duplication, reduces errors, and enhances team collaboration.Users can create custom workflows, field structures, and templates specific to their areas of law, allowing them to operate with precision and flexibility. This level of customization is rare in legal technology, where many platforms offer rigid configurations that can stifle a firm’s ability to innovate or respond quickly to changing business needs. Additionally, Actionstep’s native cloud infrastructure ensures accessibility, security, and real-time collaboration regardless of location, making it ideal for hybrid and remote teams. Its open API and integrations with tools like Microsoft 365, Xero, and QuickBooks further extend its capabilities, allowing firms to build a tailored tech ecosystem around a powerful legal core.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)