A Platform Built Around You

A modern, adaptable law firm management platform designed to automate and organize all the work that happens at your law firm. Empower your team with everything they need to save time, connect processes, and drive great outcomes in one centralized system.

Features & Functionality

Actionstep’s cloud-based legal practice and accounting management software keeps your law firm organized by managing and automating everything from matters to accounting and documents in one centralized platform, accessible from anywhere.

Matter Management

Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.

Client Management

Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.

Workflows and Process Management

Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.

Time Tracking

Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.

Billing

Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.

Trust Accounting / Client Accounting

Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.

Accounting

Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.

Reporting

Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.

Marketing and Business Development

Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base. 

Document Management

Securely and efficiently access, edit, and store your law firm’s legal documents in one place.

Conflict Check

Actionstep helps you avoid conflicts of interest with the click of a button.

Client Intake

Use Actionstep’s legal intake software to engage new clients and automatically capture important details.

Calendaring

Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.

Client Communications

Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.

Client Portal

Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.

Webforms

Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.  

Document Automation

Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.

CRM

Track billable time more efficiently with intuitive timers, intelligent timesheets, and custom activity codes. 

Template Management

Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.

Email Management

Automate and streamline how you send and store email communications at your law firm.  

Project Management

Streamline task management, deadline tracking, and document organization with one platform.

Knowledge Center

Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.

Financial Reporting

Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting. 

Invoice Management

Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.

Workflow Automation

Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.

Microsoft Office

Keep productivity high with our matter management features that integrate with Microsoft Office 365.

Data Management

Centralize and organize client data and important matter information in Actionstep’s secure data management system. 

Security

Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.

Compliance

Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.

Mobile App

Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.

Payment Processing

Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.

Your central hub

Actionstep is your home base for law firm management. Using Actionstep, management and leadership can understand the dynamics of the business. Accounting can manage financial, client, and matter detail in one place. Practice managers can oversee matter progress and resource allocation. Each fee earner can tailor their home screen to see a quick view of matter updates, upcoming tasks, and future appointments or meetings. Actionstep is for everyone at your firm, keeping cross-functional processes connected and teams in sync.

Builder

Automate the assembly of legal documents without the heavy manual lift. Builder accelerates document drafting at every stage of a matter.

AI that amplifies your firm advantage

With AI features to improve time capture, client intake, filing, and administration, Actionstep helps law firms incorporate AI seamlessly into their work and operations to improve productivity and profit margins, while safeguarding client and firm data.

Integrations

Connect Actionstep’s law firm management software with the tools your law firm can’t live without. Easily integrate the business-critical tools your team uses every day to ensure data is shared across systems.

Marketplace

Our partner marketplace includes a range of partner-created integrations, preconfigured documents, and workflow templates for specific practice areas or functions.