MIXED PRACTICE LAW FIRM SOFTWARE
A Legal Solution for Every Practice
Your law firm is unique, and each practice area has different needs. Actionstep’s comprehensive law firm management platform is designed to adapt to your firm, your areas of practice, and your client requirements.
Forward-thinking law firms use Actionstep
Don’t let your technology define the way you work. Get better outcomes with Actionstep’s adaptable solutions and workflows for every practice area supported by your law firm.
Workflows for every practice
Actionstep enables you to create workflows, templates, and client engagement expectations for every matter type within every practice area. Design your practice workflows with the support of one of our partners or access a wide range of pre-built workflows to suit different practices, jurisdictions, and functionality so you can start working more efficiently, faster.
Tailor your technology to how you prefer to work. Not the other way around.
Tools that support growth
Provide your clients with exceptional service right from the get-go. Actionstep gives you all the marketing, prospecting, and CRM tools you need to find and win new business.
Grow Your FirmGive better service, see higher returns
Create ‘wow’ moments with your clients. Workflow notifications and tasks remind you when it’s time to contact clients again. This helps increase revenue opportunities, improve your service, and build strong relationships with your clients and other parties.
Delight Your ClientsEliminate tedious repetitive tasks
Give your keyboard a rest and focus on the more important stuff. Actionstep lets you generate documents and emails in a flash, and automatically assigns tasks to the right staff member at the right time.
Work EfficientlyKeep client data secure
Your clients will love using Actionstep’s secure client portal to view, download, and upload their documents. Actionstep follows strict security measures to ensure yours and your client’s data is safe.
SecurityPowerful reporting for better decisions
Custom list views and automated reports let you see what stage your matters are at, how productive your teams are, outstanding fees or collections, and full visibility across the health of your practices.
ReportingWork from anywhere, on any device
The power of the cloud is you can take your work with you on the go. Use our mobile app or log in on any browser, on any PC or Mac to securely work on matters anywhere, any time.
Mobile App
Actionstep adapts to your role
As a midsize law firm, you have a lot of roles in your firm that require different data, reporting, and technology needs. Discover how Actionstep can adapt to the roles in your law firm and across practice areas.
How Actionstep works for your firm
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
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.
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.
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.
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.
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.
