Actionstep

Productivity at every step

Actionstep is an adaptable practice management platform for midsize law firms. Experience productivity at every step, with intuitive automation to connect and organize all the work that happens at your firm. Actionstep equips your firm with operational excellence, so you can embrace sustained growth and evolve with the changing legal market.

Everything in one place

One software platform for CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more.

Software you won't outgrow

Actionstep's flexible configuration provides a complete firm management platform with unlimited scope to evolve. So your firm can embrace growth and adapt to the changing market.

Automation gives you control

Automation, workflow, templates and tasks give you confidence in your process. Actionstep puts you in control of how things are done, without having to control every little thing.

Exceptional Client Experiences

Create ideal client experiences with workflow

Exceptional client service differentiates your firm from the next. Leverage Actionstep's flexible workflow to create the perfect end-to-end client experiences. From client intake and matter management to client communication and billing procedures. Ensure clients receive consistent levels of service and great experiences with your team, every time.

Space to do what you love

Automation gives you hours back each day

Automate your day to day activities to find freedom from administrivia and space in your day to do more of what you love.​

Where lawyers work

Anywhere you need to be

Actionstep's practice management tools work where you do – in app, email, word, at home, in the office, at court and on any device you choose. Use our in-app tools to get more from Microsoft & G-Suite.