Law Firm Business Management
Grow Your Firm
Confidently attract new clients and expand current business with connected CRM features that turn prospects into clients, nurture relationships, and track your best sources of business.
How Actionstep will help you grow your law firm
Running a law firm is more than managing client files —it’s about building a thriving business. Actionstep’s comprehensive legal practice management solution helps law firms not just operate but grow. From bringing in new clients to improving profitability, we provide the tools to help you scale every aspect of your business with confidence and control.
Marketing and business development made easy
Your best clients often come from your strongest referral sources. With Actionstep, you can manage and track referral channels and marketing campaigns in one place. Understand where your business comes from and where your marketing dollars are best spent, so you can focus on what really drives growth.
- Track referral sources
- Monitor campaign ROI
- Maximize marketing efficiency
By tracking your firm’s business development efforts, you’ll have clear insights into which channels are performing, helping you allocate resources more effectively and capture new business.
Streamline client intake to accelerate growth
First impressions matter. Actionstep’s client intake process makes it easy for potential clients to engage with your firm and move quickly through onboarding. Our intuitive system allows you to create custom forms that capture the right information, perform conflict checks, and automate the onboarding process—all in one smooth workflow.
- Custom client intake forms
- Automated conflict checks
- Seamless onboarding
Ensure prospective clients get a fast, professional introduction to your firm, helping you convert more inquiries into loyal clients.
Build strong client relationships with CRM
Your existing clients are one of your greatest assets. Actionstep’s client lifecycle management features ensure you make the most of every client relationship by scheduling key touchpoints, nurturing ongoing engagements, and identifying opportunities for future work.
- Manage client touchpoints
- Enhance client profitability
- Strengthen long-term relationships
By understanding your clients’ needs and anticipating the right moments to connect, your firm can deliver better service and generate higher profitability from each relationship.
Make data-driven decisions with ROI and profitability reports
Growth isn’t just about bringing in new clients—it’s about maximizing what you already have. With Actionstep’s comprehensive reporting and analytics, you can track your return on investment across campaigns, practice areas, and fee-earners to identify growth opportunities. Our easy-to-read reports highlight the profitability of matters, fee allocation, and practice areas, allowing you to make data-driven decisions that improve your bottom line.
- Matter profitability reports
- Practice area insights
- Fee-earner performance tracking
With these insights, you’ll have a clear view of where your firm is thriving and where there’s room for improvement.
Build efficiency with process and automation management
A growing firm needs efficient, scalable processes. Actionstep allows you to define and standardize your workflows so that best practices are followed firmwide. As your firm evolves, you can easily update these workflows to reflect new priorities and goals. Built-in automation tools reduce repetitive tasks, freeing your team to focus on more valuable work.
- Standardize workflows for consistency
- Support change management as you grow
- Automate repetitive tasks
By reducing the administrative burden, your firm can run more efficiently, improving margins and allowing you to focus on strategic growth.
Why choose Actionstep to help grow your law firm?
Growth isn’t just about adding clients—it’s about creating a stronger, more efficient business that can adapt and thrive in a competitive landscape. Our platform is designed to evolve with your firm, providing the tools and insights you need to grow smartly and sustainably. Choose Actionstep to take your law firm’s growth to the next level.
Confidently scale your operations while maintaining the highest levels of client service, compliance, and profitability.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
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