Actionstep Law Firm Management Software
Actionstep helps midsize law firms organize matter management and financial operations. It is designed for firms that need customizable workflows and integrated trust accounting.
At a glance
- Category
- Legal
- Best for
- 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.
- 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
- www.actionstep.com
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
Tools to organize and track legal cases, including task automation and status reporting.
A suite for general ledger, banking, trust accounting, and financial reporting.
Customizable processes designed to automate repetitive tasks from client intake to case resolution.
The Builder add-on supports the creation of legal documents by populating templates with matter data.
A secure area for lawyers to communicate updates, share information, and bill clients.
AI-assisted tools designed to support time capture, filing, and client intake processes.
Use Cases
Using webforms and AI to collect client data and map it to new matters.
Tracking billable hours in real time and managing client funds to support regulatory compliance.
Using the Builder module to generate standardized letters and contracts using existing matter data.
Setting up tasks and deadlines to monitor the progress of legal matters.
Best For
Integrations
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.
FAQ
Actionstep is designed for midsize law firms across various practice areas, including family, criminal, and corporate law.
New users are connected with certified implementation partners who assist with the setup and migration process.
Yes, it offers a legal accounting suite, though certain accounting modules are limited to North America.
Source category: Legal
Source subcategory: Practice Management
