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About Actionstep
What is Actionstep?
Actionstep is a law firm management platform that combines practice management and legal accounting in one system. It helps midsize law firms automate workflows, manage matters and documents, and handle billing and trust accounting.Who is it for?
Designed for midsize law firms (typically 10–100+ attorneys) that need to streamline operations, improve efficiency, and grow profitability. It is not ideal for solo practitioners or very small firms due to its per-user pricing and implementation fees.Key capabilities
Core features include matter and case management, client intake, document automation, calendaring, email management, and mobile access. The legal accounting module covers time capture, billing, trust accounting, and financial reporting.Real use cases
Firms use Actionstep to automate client intake, accelerate matter resolution, and ensure compliance with accounting standards. It also helps with client communication and reporting to increase profitability.Key features
- Workflow Automation — Automate every step from client intake to case resolution.
- Matter Management — Accelerate matter progress with workflows, templates, and task automation.
- Document Management — Securely store, edit, and access legal documents in one place.
- Document Automation — Generate personalized documents and emails in seconds.
- Calendaring — Keep on top of key dates, appointments, and hearings with integrated calendar.
- Legal Accounting — Manage trust accounting, billing, and financial reports.
- Mobile App — Manage your workload on the go with iOS and Android apps.
SaaSpartout Score
7.0
/10
Editorial score from our review methodology — not user ratings.
Actionstep Pricing
Actionstep pricing: Priced per user plus implementation fees.
Practice Management
Priced per user plus implementation fees. Includes matter & case management, document management, workflows, client portal, reporting, and more. Add-on Legal Accounting available.
Legal Accounting
Available separately or as an addition to practice management. Priced per user plus implementation fees. Includes general ledger, trust accounting, billing, and financial reporting.
Note: Pricing varies by region; exact prices not listed on the site. Contact Actionstep for a quote and demo.
Frequently asked questions
Does Actionstep offer a free trial?
Actionstep does not explicitly mention a free trial on their pricing page. They offer a demo and a requested pricing/quote.
How much does Actionstep cost?
Actionstep is priced per user plus implementation fees. Exact pricing is not listed and requires contacting sales.
Who is Actionstep best for?
Actionstep is best for midsize law firms that need comprehensive practice management and legal accounting in one platform.
What are top alternatives to Actionstep?
Top alternatives include Clio, PracticePanther, and Smokeball. Each offers legal practice management with different strengths.
Does Actionstep include accounting features?
Yes, Actionstep offers a Legal Accounting module that can be added to practice management, including trust accounting and financial reporting.
