Last Updated
Overview
Actionstep software offers an all-in-one legal practice management solution, combining case management, billing, and document automation. While its broad functionality takes time to fully master, its ability to streamline workflows makes it a solid choice for growing law firms seeking efficient practice operations.
Overall Rating
Based on 21 users reviews
3.8
Rating Distribution
Positive
62%
Neutral
29%
Negative
10%
Starting Price
Custom
Actionstep Specifications
- Case Management
- Document Management
- Client Management (CRM)
- Billing & Invoicing
What Is Actionstep?
Overview
Actionstep is a cloud-based legal practice management software designed for law firms of all sizes. It caters specifically to legal professionals, offering solutions for managing cases, clients, billing, and workflow automation. With its all-in-one approach, Actionstep helps reduce inefficiencies in legal practices by streamlining operations, enhancing collaboration, and improving overall firm management. It is especially effective for growing law firms looking to move away from disjointed systems.
Actionstep Pricing
Actionstep software offers three packages:
- Practice Pro: Designed for multi-practice and boutique firms
- Practice Pro + Accounting: All features of Practice Pro, plus built-in general ledger accounting
- Premier: Offers advanced BI and collaboration
Actionstep Integrations
The software seamlessly integrates with various popular business applications, including:
- DocuSign
- Office 365
- Gmail
- Xero
- Dropbox
- Google Drive
- LawToolBox
- InfoTrack
Who Is Actionstep For?
Action step software is designed for businesses of all sizes in the legal industry.
Is Actionstep Right For You?
Actionstep is a leading solution in the legal industry, designed to streamline complex tasks and empower legal teams to focus on delivering exceptional legal services instead of administrative work. By saving time and boosting productivity, it helps firms operate more efficiently. Scalable and secure, Actionstep is trusted by thousands of law firms, including Boylan Lawyers, ProLegis Lawyers, and Sanderson Weir.
Still not sure if Actionstep is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.
Actionstep Features
Client and Matter Management
Actionstep centralizes all client-related information, facilitating easy access to case details and communication history. This enhances collaboration among team members, leading to better client service and streamlined case handling.
Document Automation
This feature enables users to create templates and generate legal documents swiftly. By minimizing manual entry, this function reduces errors and saves time, allowing legal professionals to focus on more complex tasks and improve overall productivity.
Billing and Accounting
The software simplifies invoicing and financial tracking within one platform. Automated billing processes help firms maintain accurate financial records while providing clear visibility into revenue, which aids in timely payments and better financial management.
Client Portal
Users can enhance client engagement by providing a secure space for sharing documents and communication. This transparency improves client satisfaction, fosters trust, and allows clients to access important information easily, streamlining collaboration between the firm and its clients.
Time Tracking
Time tracking enables legal professionals to log billable hours efficiently, ensuring accurate invoicing and project tracking. This feature supports better financial oversight, helps identify time management trends, and maximizes profitability for law firms.
Pros And Cons of Actionstep
Pros
Regular updates
Comprehensive suite of tools
Enables custom workflows
Excellent customer support
Mobile app
Cons
Budgeting capabilities could be better, according to software users
Initial training required
Billing features requires updates
Actionstep Reviews
Total 21 reviews
3.8
All reviews are from verified customers
Rating Distribution
5
Stars38%
4
Stars24%
3
Stars24%
2
Stars5%
1
Stars10%
Share your experience
Accounting, 1-10 employees
More than a year
“Billing should improve”
Pros
Navigation becomes easy once one understands the software's capabilities and it is affordable to purchase and maintain, particularly for a small firm.
Cons
The billing module could be improved and having a technician visit in person at the beginning would have been helpful instead of relying solely on online learning, which took a long time.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
4
Functionality
6
Legal Services, 1-10 employees
More than a year
“Think before choosing it”
Pros
It is compatible with Mac and functions okay most of the time.
Cons
The annual subscription skyrocketed from $1,306.80 in 2023 to $5,794.80 in 2024, a 450% increase in just one year. This is simply outrageous and unaffordable for a sole practitioner. I have been using the platform since 2018, structuring my entire practice around Actionstep, including trust accounting, bank accounts and client management. Transitioning to another platform would be prohibitively expensive. It feels like they lured customers in with low pricing and then took advantage of them. Customer support has also been quite poor.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Law Practice, 1-10 employees
More than a year
“great option for lawyers”
Pros
We appreciated the ability to create workflows tailored to our specific practice while also having the option to use pre set workflows. The client management and task automation features are incredibly useful.
Cons
My main frustration is that we created a web form for staff to easily create new potential client matters using the information provided. Unfortunately, 90% of the submissions are spam and I have to sift through them daily because bots are filling out the forms. Actionstep simply refers us to our IT department, but we already have filters in place. This is a significant issue that consumes a lot of my time, and resolving it would greatly improve our work experience.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Actionstep offer an API?
Yes, Actionstep offers an API.
What language does Actionstep support?
Actionstep supports English.
What other apps does Actionstep integrate with?
Actionstep integrates with Gmail, DocuSign and Xero.
Does Actionstep support mobile devices?
Actionstep supports Android and iOS devices.
What type of pricing plans does Actionstep offer?
Users can get pricing for a tailormade plan.
Who are the typical users of Actionstep?
The typical users of Actionstep are those in the legal industry.
What level of support does Actionstep offer?
Actionstep offers email, chat, phone support, Knowledge Base and FAQs.