AI TOOL PROFILE
Actionstep Law Firm Management Software
- Legal
- Practice Management
- Midsize law firms
- Practice managers
- Firm administrators
- Managing partners
Pricing
Pricing is per user plus implementation fees. Finance options may be available to help manage up-front costs. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Midsize law firms, Practice managers, Firm administrators, Managing partners
- Key use cases
- Managing Client Intake, Legal Billing and Trust Accounting, Automated Document Drafting, Case Workflow Tracking
- Integrations
- Microsoft Office 365, Outlook add-in
- Official website
- Visit Actionstep official website
How AI is used
Actionstep is a cloud-based platform designed for the administrative and legal operations of midsize law firms. It combines practice management with legal accounting, allowing firms to manage client matters, billing, and financial reporting in one place.
The software supports midsize firms across various practice areas, including family, real estate, and immigration law. It provides core tools for matter management and client intake, as well as an optional Legal Accounting suite for financial control.
Buyers can use AI features for tasks such as time capture and client intake, and an optional 'Builder' module for automating legal document assembly. The platform is designed to be adaptable, allowing firms to configure workflows to match their specific operational processes.
Because Actionstep uses a partner-led implementation model, buyers should confirm the costs and timeline associated with certified implementation partners.
Key Features
Matter Management
Tools to organize and track legal cases, including task automation and status reporting.
Legal Accounting
A suite for general ledger, banking, trust accounting, and financial reporting.
Workflow Automation
Customizable processes designed to automate repetitive tasks from client intake to case resolution.
Document Automation
The Builder add-on supports the creation of legal documents by populating templates with matter data.
Client Portal
A secure area for lawyers to communicate updates, share information, and bill clients.
AI Capabilities
AI-assisted tools designed to support time capture, filing, and client intake processes.
Use Cases
Managing Client Intake
Using webforms and AI to collect client data and map it to new matters.
Legal Billing and Trust Accounting
Tracking billable hours in real time and managing client funds to support regulatory compliance.
Automated Document Drafting
Using the Builder module to generate standardized letters and contracts using existing matter data.
Case Workflow Tracking
Setting up tasks and deadlines to monitor the progress of legal matters.
Integrations
- Microsoft Office 365
- Outlook add-in
FAQ
Who is Actionstep designed for?
- Actionstep is designed for midsize law firms across various practice areas, including family, criminal, and corporate law.
How is Actionstep implemented?
- New users are connected with certified implementation partners who assist with the setup and migration process.
Does Actionstep include accounting features?
- Yes, it offers a legal accounting suite, though certain accounting modules are limited to North America.
Source category: Legal
Source subcategory: Practice Management
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