Actionstep
Law firm management software for midsize law firms
Actionstep is a cloud-based legal practice management platform for midsize law firms, bringing matter and case management, document management, workflow automation, client intake and CRM, calendaring, time tracking, billing, trust and client accounting, financial reporting, and compliance tools into one system. It is designed to connect and organize the work that happens across a firm, from client intake through case resolution.
Key capabilities include Matter Management, Workflow Automation, Document Management, Document Automation, Template Management, Calendaring, Email Management, Client Portal, Client Communications, Webforms, CRM, Client Intake, Conflict Check, Project Management, Knowledge Center, Accounting, Billing, Time Tracking, Payment Processing, Invoice Management, Financial Reporting, Trust Accounting / Client Accounting, Reporting, Data Management, Security, and Compliance. Integrations include Microsoft Office 365, and the platform runs on Amazon Web Services with multi-factor authentication and single sign-on. A mobile app is available for iOS and Android.
Actionstep is built for midsize law firms. The pages describe a demo-based evaluation process but do not specify plan tiers, editions, or pricing structure.
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