Midsize Law Firm Software
Get practice management software and legal accounting solutions in one platform. Actionstep empowers law firm professionals with CRM software, invoice management, and legal client intake for midsize law firms.
Your firm is unique.
Don’t let technology define the way you work.
Midsize law firms often find themselves balancing big firm expectations with small firm resources. You’re managing a growing caseload and handling complex client needs, all while trying to stay competitive in an evolving legal landscape. It’s a balancing act that requires a strategic approach—and the right technology.
We understand the unique challenges midsize law firms face. Our comprehensive law firm management platform, which includes practice management and legal accounting solutions, empowers midsize firms to thrive by streamlining operations, optimizing workflows, and giving you the tools to focus on what matters most—delivering exceptional legal services.
Complete law firm management solution
Actionstep is more than just a practice management platform. Our built-in legal accounting tools allow your firm to handle billing, payments, and financial reporting all in one place, reducing the need for multiple systems. This unified approach saves time, reduces errors, and enhances transparency across your firm.
Overcome your biggest operational challenges
Streamlining workflow complexity
As your firm grows, so does the complexity of managing cases, tasks, and deadlines across multiple departments. Actionstep’s intuitive workflows automate routine tasks and keep your entire team aligned, helping your firm work smarter, not harder.
Workflow AutomationMeeting compliance and financial reporting demands
With growing regulatory requirements, keeping your firm compliant while ensuring financial health is a challenge. Actionstep’s integrated legal accounting solution simplifies trust accounting, client billing, and financial reporting, ensuring your firm meets regulatory obligations while maintaining profitability.
ReportingMaximizing efficiency while scaling
Midsize firms are often caught between needing to expand while trying to remain efficient. Actionstep’s customizable practice management features enable you to handle larger caseloads without overwhelming your team. From automated document generation to intelligent client intake solutions, Actionstep keeps your firm running efficiently as you scale.
Work Efficiently
Future-proof technology
With cloud-based access, your team can work from anywhere, and with regular updates, you’ll always have the latest features to stay competitive in a rapidly changing legal environment. Actionstep ensures that your firm is ready for the future, no matter what changes come your way.
Grow your firm with ease
Midsize law firms are expected to perform like large firms, but often with fewer resources and less support. Actionstep is the complete solution that levels the playing field, equipping your firm with the tools to operate efficiently, meet regulatory requirements, and deliver exceptional client service—all while growing with your needs.
Solutions for every practice and every role
From partners to practice managers to finance teams, no matter your practice type, Actionstep provides tailored solutions that cater to the needs of every role within your firm. Our platform adapts to your firm’s unique processes, helping you boost productivity and collaboration at every level.
Key features
