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Actionstep is a flexible all-in-one, cloud-based practice management software for growing mid-size law firms.  

One complete system to manage and automate law firm processes from Client Intake, Matter Management, CRM, Document Creation & Filing to Time & Billing, Accounting, Reporting and more.  

Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step.  


Why Actionstep?  
Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.  

At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. 

The first true cloud-based practice management system for law firms in the world, our global customer base and team has continued to go from strength to strength – and we are still innovating!  


Your Firm, Your Way - Configure Actionstep to Suit Your Firm’s Ideal Way of Working 

Everything in One Place 
One software platform for CRM, Matter Management, Document Assembly & Storage, Time & Billing, Trust & Office Accounting, Reporting and much more. Cloud-based & accessible from anywhere via browser or mobile app.  

Software You Won’t Outgrow  
Actionstep’s flexible configuration provides a complete firm management system for every step of your journey as a law firm. With unlimited scope to evolve & grow, get the freedom to be ambitious.  

Automation Gives You Control  
Automation, workflow, templates and tasks give you confidence in your process and freedom from administrative burdens. Actionstep puts you in control of how things are done, without having to control every little thing. 

One Complete System 
What does all-in one mean? Actionstep is jam-packed with all the technology you need to run your entire legal practice. Configure Actionstep to suit your firm’s way of working, with customisation options built into every aspect of our system. 

Put your clients at the center of everything you do & transform your firm’s productivity at every step. 

  • New Client Inquiry - Turn initial inquiries into long term relationships with great service from the first point of contact.  

  • Client Intake & Management - Give your clients a unique contact record, assign them to matters, see contact histories, billing detail, correspondence and all related files in one place.  

  • Time Tracking - Actionstep uses intuitive recording, intelligent time sheets & activity codes to ensure that no billable time falls between the cracks.  

  • Document Creation & Automation - Generate ready-to-send documents and emails in seconds with Actionstep’s document assembly feature.  

  • Document Management – File, store and access your documents with ease using Actionstep’s unlimited document management features.  

  • Matter & Case Management - Customize each of your matter types with a unique workflow, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.  

  • Reporting - Access to accurate, up-to-date information that can assist in driving your business forward.  

  • Billing & Accounting - Actionstep is one of the only legal practice management systems that has full back and front office functionality.  

See more of our features and functionality on our website https://hubs.ly/H0RCBm_0 


Integrations - Make It Your Own  
Actionstep is a complete software platform for law firms, however, our system also integrates with a range of other applications that law firms use, need or simply enjoy. Connect with the applications your firm needs to keep files up to date, access 3rd party information, create more data storage options or manage accounting. 


We have been empowering legal practices for over 15 years and understand what lawyers need to manage their practices, reduce administrative burdens and free up enough space in their day for client nurturing and business development. If you’d like to learn more about Actionstep, contact us for a demo of Actionstep and see how we can help your law firm grow and thrive.  https://hubs.ly/H0RCBn40  


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