role: managing partners
Turn Your Firm into a Top Performing Business
Your firm performs best when your focus is on client experience, profitability and quality of work. With Actionstep, you’ll have strategic control and feel confidently equipped to succeed.
Built for Managing Partners
Your people look to your leadership for guidance on strategic growth and how to maintain profitability. You set expectations through your management team and partnership to delight clients, improve productivity, and oversee firm-wide operations. You need tools that provide a clear picture of your firm’s performance and empower you to make informed decisions.
Actionstep’s platform combines practice management, legal accounting, client intake, workflow automation, document management, billing, time tracking, and comprehensive reporting to help you lead your firm with confidence and precision.
Burden-free firm oversight and strategic decision-making
Get complete visibility into every aspect of your firm’s operations. Actionstep provides in-depth business and financial reporting tools that offer a comprehensive view of your firm’s performance. Track key metrics such as revenue, profitability, utilization rates, and client satisfaction to gain insights into what’s working and where improvements are needed.
With access to detailed data and customizable reports, you can make strategic decisions grounded in complete, accurate data, ensuring that your firm is always moving in the right direction. Actionstep maintains one reliable dataset across all reports and functions, meaning that all the information you need is at your fingertips, empowering you to oversee your firm with clarity and confidence.
Drive profitability and manage financial health
Maintaining and growing firm profitability is one of your primary goals. Actionstep offers robust financial management and legal accounting features that help you keep a close eye on your firm’s financial health. From tracking matter budgets to managing billing cycles and collections, our platform ensures that you have the tools to oversee your firm’s finances with precision.
Use our financial reporting features to analyze profitability by client, matter, or practice area, allowing you to identify the most lucrative opportunities and areas that may require cost adjustments. With comprehensive billing and time tracking features, you can ensure that every billable hour is captured, invoices are accurate, and revenue flows smoothly into the firm.
Foster client satisfaction and firm growth
Client expectations are constantly evolving, and client satisfaction can feel like a moving target – yet both are essential for retaining existing clients and attracting new business. Actionstep streamlines every aspect of the client journey, from initial client intake to matter management and billing, ensuring a seamless and professional experience at every touchpoint.
Our adaptable workflow and task management tools standardize the quality and cadence of client work and engagement. Intuitive automation helps your team work more efficiently, freeing them to focus on client service and other high value activities. Document automation and management features keep your team organized and efficient, reducing errors and delays that could impact client satisfaction.
By providing a consistently high level of service, your firm can build strong client relationships that drive referrals and repeat business, supporting your growth ambitions.
Enhance collaboration and visibility across departments
With interconnected features and a shared dataset, our software fosters collaboration and visibility across all departments within your firm. From finance and accounting to practice management, HR, and IT, everyone can access the data they need, when they need it, in real time.
Create transparency that helps your team work together more effectively, breaking down departmental silos, and ensuring that all staff are aligned with the firm’s goals. For example, finance teams can see how matter budgets align with actual billing, practice managers can monitor team productivity and resource allocation, and IT can oversee data security and compliance—all from a single, connected platform.
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
