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Role: Lawyers

Focus on Practicing Law, Not Managing It

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.  

Built for lawyers and legal staff 

To successfully deliver innovative legal services and manage a busy matter or case load, you need technology that helps you stay organized and focused. Actionstep is designed to help you produce the highest quality legal work, efficiently, while maintaining engaged, positive client relationships.

With tools to help you manage matters, stay on top of client communications, automate document production, and capture and bill time without manual effort, our platform lets you focus on what you do best: practicing law and achieving the best outcomes for your clients. 

Manage matters with confidence and clarity 

Juggling multiple files and deadlines is a daily challenge for any lawyer. Actionstep makes it easier by providing a centralized platform for matter management to keep you organized and on top of every detail. Intuitive, transparent matter workflows and timeframes let you know what’s next and automatically assigns and completes tasks so no deliverables or dates can slip through the cracks. Clients stay informed and you won’t get overwhelmed.  

Our intuitive time tracking allows you to capture billable hours seamlessly as you work, eliminating much of the month-end billing admin headaches. By streamlining your matter management processes, our software helps you stay focused and efficient, allowing you to dedicate more time to legal strategy and client engagement. 

Explore Matter Management

Simplify document management and automation 

Creating, managing, and reviewing legal documents is a core part of your practice, but it can also be time-consuming and prone to errors. Fully integrated with Microsoft Office, Actionstep includes robust document management and automation tools that streamline document processes. With Actionstep, you can easily organize and access all your documents in one secure location, collaborate with colleagues in real time, and use automated templates to quickly generate accurate documents from the first draft. This not only saves time but also reduces the reputational embarrassment of errors and inconsistencies.  
Explore Document Management

Enhance client communication and relationship management 

Strong client relationships are the foundation of a successful legal practice. Actionstep helps to enhance client experience throughout and between matters. From streamlined client intake processes to secure client portals for sharing documents and updates and templated automatic communications, our platform makes it easy to keep clients informed and engaged throughout the life of a matter.  

Automated notifications and reminders ensure that clients are always up to date, reducing the need for follow-up emails and phone calls. By improving the client experience, you not only increase client satisfaction but also build the kind of trust and loyalty that lead to repeat business and referrals. 
Explore Client Relationship Management

Optimize your time with better billing processes 

Tracking billable time and reviewing pre-bills and invoices can be one of the most frustrating aspects of legal practice. Actionstep simplifies these processes with intuitive time tracking that captures your billable hours accurately as you work with time suggestions to prompt you along the way. Whether you’re working from the office, home or on the go, you can rest assured that no billable work is missed. Automated pre-bill review and bulk billing capabilities save you and your accounts team time at the end of each billing cycle, reducing administrative headaches and ensuring that your invoices go out on time. Help your firm maintain healthy cash flow and maximize the profitability of your practice. 

Explore Billing

Stay connected and productive, wherever you are 

Gone are the days of working from one office, day in, day out. Flexibility and hybrid working is the new normal. Actionstep’s cloud-based software provides you with secure, remote access to all your cases, documents, and client information, so you can stay productive whether you’re in the office, on-site with clients, at court, or working from home.  

With mobile-friendly features for time tracking, document review, and client communication, you have everything you need to manage your practice at your fingertips. This flexibility allows you to respond to client needs and developments quickly, providing the high level of service that your clients expect. 

Explore Mobile App

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.