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.

Actionstep Specifications

Case Management 

Document Management

Client Management (CRM)

Billing & Invoicing

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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
Custom pricing is offered for all plans. Actionstep cost will differ depending on your organization type and needs. Users can get pricing for the plan that best suits them.

Actionstep Integrations

The software seamlessly integrates with various popular business applications, including:

Watch a free Actionstep demo to learn more about its integrations.

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

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.

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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.

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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.

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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.

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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.

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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

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Frequently Asked Questions

Yes, Actionstep offers an API.