ActionStep
Adaptable legal practice management that connects your matters, workflows, billing, documents, and firm operations.
Key Capabilities
Actionstep connects the legal and administrative work across your firm with customizable tools and automated workflows built for midsize practices.
Matter Management
Centralize client and matter information, documents, communications, tasks, appointments, billing details, and other case activity in one place.
Workflow Automation
Build customizable workflows that automatically assign tasks, generate documents, trigger communications, and guide matters through your firm's processes.
Document Management & Automation
Organize documents by matter, create reusable templates, automate document generation, and keep case files connected to the work surrounding them.
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Client Intake & CRM
Manage prospects and clients from initial inquiry through matter creation with configurable intake processes, contact management, and automated follow-up.
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Reporting & Firm Management
Use dashboards and reporting to monitor productivity, matters, billing, financial performance, and other operational metrics across the firm.
Time Tracking & Legal Billing
Capture billable time and expenses, generate invoices, manage different fee arrangements, and connect financial activity directly to matters.
Video Resources
Discover Actionstep in action with our focused video walkthroughs.
