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“If you really enjoy administration, do it the old clunky way. If you want to bill your clients and have a better use of your time, Actionstep’s it.”

Lawhub

Dee Morgan

Founder and Principal

“I even kind of joked around that I’m going to hate all the new software on day one because I won’t know how to use any of it. Three weeks later you’re like “oh my gosh I can’t believe I didn’t do this sooner” … “I encourage people to just take that leap of faith, you won’t be disappointed and you’ll be tickled with how well everything works.”

Frank & Kraft

Paul Kraft

Attorneys at Law

Frank & Kraft

Paul Kraft

Attorneys at Law

“Actionstep has allowed us to grow, it has allowed us to expand because it adds systems, adds organization & efficiency. It gives me a platform for recurring revenue streams. It let me build a successful business that someone else wanted to buy.”

Elder Law of East Tennessee

Amelia Crotwell, JD

Founder & Owner

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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.

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Oversee Firm

Workflows and Process Management

Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.

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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.

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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.

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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.

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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.

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Oversee Firm

Workflows and Process Management

Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.

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Template Management

Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.

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Compliance

Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.

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Grow Your Firm

Webforms

Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.

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Document Management

Securely and efficiently access, edit, and store your law firm’s legal documents in one place.

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Mobile App

Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.

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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.

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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.

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Matter Management

Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.

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Document Automation

Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.

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Microsoft Office

Keep productivity high with our matter management features that integrate with Microsoft Office 365.

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Oversee Firm

Reporting

Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.

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Oversee Firm

Conflict Check

Actionstep helps you avoid conflicts of interest with the click of a button.

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Firm Profitability

Accounting

Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.

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Work Efficiently

Email Management

Automate and streamline how you send and store email communications at your law firm.

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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.

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Grow Your Firm

Client Intake

Use Actionstep’s legal intake software to engage new clients and automatically capture important details.

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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.

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Firm Profitability

Trust Accounting / Client Accounting

Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.

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Grow Your Firm

CRM

Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.

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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.

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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.

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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.

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Firm Profitability

Financial Reporting

Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.

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Firm Profitability

Invoice Management

Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.

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Firm Profitability

Payment Processing

Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.

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Oversee Firm

Data Management

Centralize and organize client data and important matter information in Actionstep’s secure data management system.

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Workflow Automation

Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.

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Project Management

Streamline task management, deadline tracking, and document organization with one platform.

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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.

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Featured Integrations

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LawGro

AI based automated timekeeping for Lawyers

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Best Practices

A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

Discover how your law firm can unlock the potential of an integrated tech ecosystem that supports and elevates your firm’s strategic priorities.

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Best Practices

A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

Discover how your law firm can unlock the potential of an integrated tech ecosystem that supports and elevates your firm’s strategic priorities.

Read Article

A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

Discover how your law firm can unlock the potential of an integrated tech ecosystem that supports and elevates your firm’s strategic priorities.

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LawGro

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A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

A Blueprint for Building Your Law Firm’s Ideal Technology Ecosystem

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