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Actionstep Reviews

& Product Details

What is Actionstept?

Actionstep is a robust cloud-based legal practice management software designed to cater to the comprehensive needs of law firms. It stands out as a versatile solution that integrates various aspects of legal practice management into a single platform.

One of the key features of Actionstep is its ability to streamline and automate workflows, which significantly enhances the efficiency of legal operations. The software offers a range of functionalities including case management, client management, document management, and billing. This integration ensures that law firms can manage their client work and internal processes more effectively and in a coordinated manner.

Actionstep also emphasizes the importance of data security and compliance, making it a reliable choice for law firms concerned about protecting sensitive client information. Additionally, the software’s user-friendly interface and customizable features allow for a tailored experience that can adapt to the specific needs of different law firms.

With the recent introduction of Actionstep Payments, the software now offers a built-in comprehensive payment solution, further enhancing its utility for law firms in the U.S. This new feature streamlines the billing and payment process, making it easier for firms to manage their finances and for clients to make payments.

Found in these Categories

Best For

Productivity at every step
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In

    New Zealand

  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has three plans. Pricing Pro, Pricing Pro+, and Premier.

  • Accounting
  • Activity Dashboard
  • API
  • Archiving & Retention
  • Automatic Billing
  • Billable Items Tracking
  • Billing Rate Management
  • Client Portal
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Compliance Management
  • Conflict Management
  • Contract/License Management
  • Document Templates
  • Document Automation
  • Document Management
  • Email Management
  • Fee Calculation & Posting
  • Invoice Management
  • Legal Case Management
  • Records Management
  • Task Management
  • Time & Expense Tracking
  • Third Party Integrations
  • Time Tracking

Additional Features

  • Customizable Forms
  • SSL Security
  • Deadline Management
  • Customizable Templates
  • Billing & Invoicing
  • Contact Management
  • Reporting & Statistics
  • Two-Factor Authentication
  • Activity Tracking
  • Receipt Management
  • Trust Accounting
  • Document Storage
  • Financial Management
  • Secure Data Storage
  • Full Text Search
  • Recurring/Subscription Billing
  • Accrual Accounting
  • Accounting Integration
  • Customer Statements
  • Collaboration Tools
  • File Sharing
  • Employee Management
  • Document Generation
  • Reminders
  • Customizable Fields
  • Cross Ledger Posting
  • Workflow Managemen
  • Search/Filter
  • Access Controls/Permissions
  • Communication Management
  • For Legal Professionals
  • Customer Database
  • File Management
  • Task Progress Tracking
  • Alerts/Notifications
  • Automatic Backup
  • Expense Tracking
  • Forms Management
  • Contact Database
  • Document Capture
  • Customizable Reports


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