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Law firm management

A Platform Built Around You

A modern, adaptable law firm management platform designed to automate and organize all the work that happens at your law firm. Empower your team with everything they need to save time, connect processes, and drive great outcomes in one centralized system.

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Features & Functionality

Actionstep’s cloud-based legal practice and accounting management software keeps your law firm organized by managing and automating everything from matters to accounting and documents in one centralized platform, accessible from anywhere.
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Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Explore Matter Management
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.
Explore Client Management
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Explore Workflows and Process Management
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.
Explore Time Tracking
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.
Explore Billing
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Explore Trust Accounting / Client Accounting
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Explore Accounting
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Explore Reporting
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. 
Explore Marketing and Business Development
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Explore Document Management
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Explore Conflict Check
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Explore Client Intake
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.
Explore Calendaring
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.
Explore Client Communications
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.
Explore Client Portal
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.  
Explore Webforms
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Explore Document Automation
Grow Your Firm
CRM
Track billable time more efficiently with intuitive timers, intelligent timesheets, and custom activity codes. 
Explore CRM
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Explore Template Management
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.  
Explore Email Management
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Explore Project Management
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.
Explore Knowledge Center
knowledge center
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting. 
Explore Financial Reporting
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Explore Invoice Management
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Explore Workflow Automation
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Explore Microsoft Office
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system. 
Explore Data Management
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.
Explore Security
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Explore Compliance
Compliance
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Explore Mobile App
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Explore Payment Processing
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. 
Explore Marketing and Business Development
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.  
Explore Webforms
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized. 
Explore CRM
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Explore Client Intake
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.
Explore Client Management
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.
Explore Client Portal
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.
Explore Client Communications
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.
Explore Knowledge Center
knowledge center
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Explore Workflow Automation
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Explore Matter Management
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Explore Document Management
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Explore Document Automation
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.
Explore Calendaring
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Explore Microsoft Office
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.  
Explore Email Management
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Explore Template Management
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Explore Mobile App
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Explore Accounting
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.
Explore Billing
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.
Explore Time Tracking
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Explore Payment Processing
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Explore Invoice Management
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting. 
Explore Financial Reporting
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Explore Trust Accounting / Client Accounting
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Explore Compliance
Compliance
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system. 
Explore Data Management
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Explore Reporting
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.
Explore Security
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Explore Workflows and Process Management
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Explore Conflict Check
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Explore Project Management
Explore Solutions
Law firm management Platform

Your central hub

Actionstep is your home base for law firm management. Using Actionstep, management and leadership can understand the dynamics of the business. Accounting can manage financial, client, and matter detail in one place. Practice managers can oversee matter progress and resource allocation. Each fee earner can tailor their home screen to see a quick view of matter updates, upcoming tasks, and future appointments or meetings. Actionstep is for everyone at your firm, keeping cross-functional processes connected and teams in sync.

Integrations

Connect Actionstep’s law firm management software with the tools your law firm can’t live without. Easily integrate the business-critical tools your team uses every day to ensure data is shared across systems.
All Integrations

Marketplace

Our partner marketplace includes a range of partner-created integrations, preconfigured documents, and workflow templates for specific practice areas or functions.
Marketplace

See your law firm accomplish more

Actionstep’s cloud-based law firm management software makes running your firm simpler and more efficient. Once you centralize your matters, data, and clients in one place, you’ll see your firm accomplish more.

Work more efficiently to deliver better client services 

Delight Clients

Improve profitability with better accounting and billing  

Manage Firm Profitability

Oversee your firm to make informed business decisions 

Oversee Firm Operations

Scale your firm without changing software 

Grow Your Firm

Actionstep empowers everyone at your firm

Designed for every role at a law firm, Actionstep is adaptable to the different needs of each member of the team. 

Practice Managers 

Intuitive automation and matter management features for Practice Managers to improve the workloads of legal staff and associates by streamlining workflows and simplifying task management. 

Learn More

Firm Administrators 

Ensure office legal operations for firm administrators and office managers run smoothly and efficiently with solutions that make managing client communications, onboarding new staff, and supporting professional development easy.   

Learn More

IT Managers 

Actionstep supports IT staff with ensuring security measures are met, removing data silos, and maximizing productivity with technology that supports your firm’s broader goals.

Learn More

Managing Partners 

Oversee and improve all the work that happens at your firm for better client experiences and happier employees. With Actionstep, you’ll have strategic control and feel confidently equipped to succeed. 

Learn More

Accounting Managers

Your focus is on efficient, accurate financial administration and providing insightful reporting that drives strategic decision-making. Let us give you the tools for precision and confidence. 

Learn More

Lawyers

As a lawyer, your priority is to deliver excellent legal services to your clients, without getting bogged down by administrative tasks and processes. Actionstep helps you achieve great services.  

Learn More
How Actionstep works for your firm

Who we help

Actionstep’s law firm management software works for midsize law firms of every practice type. Whether your law firm is a specialist boutique or mixed-practice firm, Actionstep keeps operational, compliance and financial processes in sync, while supporting a diverse range of practice-specific matter workflows, templates, data collections and client engagement processes.

Mixed Practice Law Bankruptcy Law Business & Commercial Law Criminal Defense Law Employment Law Estate Planning Law Family Law Immigration Law Intellectual Property Law Litigation & Dispute Law Personal Injury Law Real Estate Law Tax Law Banking & Finance Law All Practice Areas

Experienced implementation experts

Actionstep partners with trusted, certified consulting partners who help law firms set up and implement our law firm management software successfully from the start. Each of our implementation partners has experience in law firm management and legal practice management, making them experts in law firm change management and successful technology adoption and use.

Meet Our Partners

Frequently Asked Questions

Legal practice management software FAQ.  

All FAQs
From the blog

Stay one step ahead of the trends with the latest insights, research, and best practices for your law firm team.  

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