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ActionStep Review

ActionStep OUR SCORE 87%
starting price $60
our score 87%
free trial
  1. What is ActionStep
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is ActionStep?

ActionStep is a cloud-hosted practice management software that provides law firms with a highly integrated approach for effectively running their businesses on both back and front ends. It’s a highly flexible platform that can address both the simple and complex needs of small to mid-sized as well as large law firms; with employees ranging from 5 staff up to 50. The platform provides users with a more comprehensive set of features compared to other similar software, including billing, time recording, document management, and matter management. Furthermore, it also gives users the capability of automating every workflow and process, giving businesses time to spend more on their cases rather than the business side of matters.

Product Quality Score

Ease of use
Customer support
Value for money

ActionStep features

Main features of ActionStep are:

  • General Ledger
  • Data Security
  • Document Storage
  • Quick Start Setup
  • Time Recording
  • Secure Document Exchange
  • Web-Forms
  • Calendar Sync
  • Backups
  • CRM
  • Google and Outlook Plugins
  • MS Office Integration
  • Document Assembly
  • Billing
  • Trust Accounting
  • Case Management
  • Email
  • Client Portal
  • Workflow

ActionStep Benefits


The main benefits of ActionStep are its comprehensive and automated set of features for legal practice firms, management capabilities of documents as well as digital files, the creation of compliant documents, automated workflows, and other tools that aid in the business side of the law groups. Here are more details:

Automated Legal Practice Features

ActionStep is a highly robust online platform that aids law firms in staying on top of everything regarding the business side in their practice. It provides law organizations with rich capabilities and features including automated workflows as well as a calendar, email, payroll, trust accounting, and accounting management. And since all is automated, legal service professionals such as lawyers are able to afford more time to spend on their cases which results in delivering higher quality service to clients.

Digital Files and Documents Management

ActionStep makes it easy for law firms to generate a complete digital file for every matter by utilizing a built-in workflow. Since all data about a specific subject is located in one place, lawyers are easily and quickly able to search, access, and retrieve all the information they need. Samples of information that are available with just a few clicks of the button are billing, file notes, emails, and documents.

Document Creation

Live data is utilized by the system to allow users to create contracts, letters, and wills within seconds. This is a handy feature to have since it makes the creation of quality documents a breeze without any compromise in quality.

Custom Workflows

With ActionStep, a user is able to create their very own workflows that suit their practice areas and needs. Workflows are automated as well, meaning that lawyers are more efficient with their jobs, clients are provided with the unequaled quality of service, and firms’ profits increase.

Other Administrative Features

There are other notable and powerful features that provide law firms with distinctive advantages, such as email management that allows easy email documentation and saving. There is also a calendar management feature that can effectively set and update appointments, schedules, etc. Other ones are conflict check and client billing which makes sure that clients are accurately and timely billed.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

ActionStep Integrations

The following ActionStep integrations are currently offered by the vendor:

  • InfoTrack
  • NetDocuments
  • Google Drive
  • Office on Mac
  • Gmail
  • Microsoft Office
  • HotDocs
  • Dropbox
  • Xero
  • Zapier


Customer Support


Pricing Plans

ActionStep pricing is available in the following plans:

Free trial