What Are You Looking For?

LEGAL PRACTICE MANAGEMENT SOFTWARE

Build Your
Firm Advantage

Actionstep’s modern, adaptable law firm management platform helps midsize law firms turn their practices into top performing businesses.

LAW FIRM MANAGEMENT SOFTWARE

Our platform

Actionstep’s law firm management platform connects, organizes, and adds intuitive automation to all the work that happens at midsize law firms. With a full suite of legal practice management and legal accounting features, Actionstep helps law firms build their firm advantage in the legal marketplace.

Explore Features

Key features

Modern legal practice and accounting management software that adapts to your firm’s unique strengths and existing tools. 
Filter by Category
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Work Efficiently
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.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.  
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Delight Clients
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.
Delight Clients
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.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
knowledge center
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
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.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting. 
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base. 
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.  
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized. 
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Compliance
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system. 
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Oversee Firm
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.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Firm Profitability
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.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base. 
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Work Efficiently
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.
Delight Clients
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.
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Delight Clients
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.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.  
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Compliance
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized. 
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.  
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
knowledge center
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting. 
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system. 
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Oversee Firm
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.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.

Trusted by leading law firms

Woman using Actionstep Laptop

Drive Firm Growth

Confidently attract new clients and expand current business with connected features to turn prospects into clients, nurture relationships, and track your best sources of business. 

Learn More

Delight Clients

Provide the best client experiences with centralized client records, frequent client communication, and client-centric matter engagement. 

Learn More

Work Efficiently

Work more efficiently with tools, workflows, and tasks that can be automated and adapted to how your law firm and team operate best. 

Learn More
Woman using Actionstep Laptop

Manage Profitability

Manage firm profitability with a comprehensive accounting suite, intuitive time capture and billing processes, and reporting that provides total visibility across your firm. 

Learn More

Oversee Operations

Oversee every aspect of your law firm’s performance and make smarter business decisions with quick access to key practice reports, filtered data sets, and tailored business intelligence.  

Learn More
Scroll
Down

What law firms are saying about Actionstep

“Implementing Actionstep has meant that we didn’t need to incur the significant capital and ongoing cost of maintaining a server on-premise or in the cloud. We have found the system user-friendly and intuitive. I have heard it as likened to the ‘Xero’ for legal practice management software and wholly agree it has the potential to revolutionise the legal industry in a similar way.”

“Actionstep is a superb practice management system that has given us a distinct advantage in our market. Document generation is second to none. It makes us look sharp, with a level of efficiency that other firms will struggle to match.”

“We absolutely love Actionstep. It has been a big part of our growth from just 2 to 30 in 4 years.”

“We have many clients who have always used server-based software who have been contemplating going to a cloud solution. Because of the flexibility of Actionstep, and the depth of front and back-office flexibility, we have successfully migrated firms to Actionstep. The workflow and automation features have proven to be an important factor for our clients when it comes to increasing efficiency and profitability.”

“Some of the key benefits we have experienced with Actionstep are as follows: An excellent project management tool to progress cases in a transparent and efficient manner. Any member of staff can look into a case and in seconds and establish where the case is up to. Task management – the ability to schedule tasks and assign tasks with deadline to other members of staff is really useful. Invoicing from AS is really easy and efficient for our credit controller. AS is great for third parties that we work with e.g. our book keeper and credit controller who can access AS but we can restrict their access to certain access levels and read only access.”

“I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. We have been able to get our bills out more quickly and my bookkeeper loves it. The user interface is clean and the response rate is rapid. Information is so much easier to find in Actionstep than in the program we used before (PCLaw). The search function is powerful.”

“Today, we consider ourselves to be leaders in the use of true cloud-based technology to support our goal of delivering high-end legal services to our clients. Our people have been very surprised by the benefits of moving to a thoroughly modern practice management system. We believe if we can make our people happy, then we will make our clients happy. Actionstep and Advantage share our values and continue to work shoulder to shoulder with us to make everyone happy. Now that’s what I call collaboration! They have helped us to do more with less, for less!”

View Customer Stories
20+ Years
empowering legal professionals
4,000+
law firm customers worldwide 
50+ 
integrations and add-ons 
5
global offices