Features of Actionstep include: 


You can create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. Delegate work to your staff with the assurance that everything will be done according to plan.

Client Management

Give your clients a unique contact record, assign them to matters, and maintain a complete picture of your entire history with each individual client.

Matter Management

Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.

Document Automation

Actionstep allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.

Document Management

Once your document has been created, it is automatically saved into the correct matter folder. Drag and drop documents directly into the matter from your desktop, and use search to quickly find any document in the system.

Complete Front and Back Office Functionality

Actionstep has full back and front office functionality. Run your billing from your matters and have the financial information posted through to the general ledger. And it’s not just any general ledger; Actionstep’s accounting system has some serious power, including multi-currency and multi-divisional features, as well as financial reporting.

Integrated Trust Accounting

If you hold client funds in your bank accounts then Actionstep’s comprehensive trust accounting features help you manage these funds and stay in compliance with the authorities.

Actionstep was founded in 2004 and is based in Virginia, US. Actionstep received an investment from Serent Capital in 2020, and has since then made significant investments in organic growth and acquisitions. Their primary customer base is boutique and mixed-practice law firms. They acquired LawMaster in 2022, and FilePro and Soluno in 2023.

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North America
Areas of Use
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
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