Actionstep

More headspace for what really matters

4,4 /5 (108 reviews) Write a Review!

Actionstep Overview

What is Actionstep?

Actionstep is a complete legal practice management system, built in the cloud, with automation at its heart. Actionstep uses customized workflow to get rid of law firm administrivia and simplify how you work. Actionstep has 3 product plans to deliver the best experience and value to firms of all shapes and sizes. Giving lawyers the headspace to listen, engage and make a difference to clients, everyday.

For Microsoft 365 users, Actionstep's Outlook Add-in is the most comprehensive available. While in Outlook: search and review matter files, access matter documents, edit file notes, set and complete tasks, track your time in real time and get control of your inbox by assigning emails and attachments to matter files.

Actionstep Overview

Pricing

Starting from
US$49,00/month

Pricing options

Free Trial
Subscription
Value for money

3 Product Plans to suit law firms of all shapes and sizes


Actionstep Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Actionstep matter overview
Actionstep setting tasks
Actionstep outlook add-in for O365
Actionstep iPhone Outlook Add-In
Actionstep video Actionstep screenshot: Actionstep matter overview Actionstep screenshot: Actionstep setting tasks Actionstep screenshot: Actionstep outlook add-in for O365 Actionstep screenshot: Actionstep iPhone Outlook Add-In

Actionstep Reviews

Actionstep Reviews

Overall rating
4,4
/
5
Excellent
59

Very good
37

Average
7

Poor
2

Terrible
3

Value for Money
4,2
Features
4,2
Ease of Use
3,9
Customer Support
4,1
89% recommended this app
Daniel danny R.

Stick with it - it's amazing

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.


Gary S.

Small NY Metro Area Law Firm, T&E

We find it perfectly fits our needs.


Damien H.

Catastrophic customer service and lack of common sense - too bad, it's a promising software

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).


Dan K.

Workflows Good! But Search, Integration with other software, and Document Generation need...

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.


Ozzy O.

Actionstep Workflows

We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.


Daniel danny R.
Industry: Law Practice
Company size: 2-10 Employees

Stick with it - it's amazing

Used Daily for 1-5 months
Reviewed on 2020/07/08
Review Source: Capterra

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Pros

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Cons

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Response from Actionstep Software

Thank you Daniel.

Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution.

If you have any questions - please don't hesitate to contact our support team on [email protected] or in our in-app chat.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Gary S.
Industry: Law Practice
Company size: 2-10 Employees

Small NY Metro Area Law Firm, T&E

Used Daily for 2+ years
Reviewed on 2020/08/14
Review Source: Capterra

We find it perfectly fits our needs.

Pros

Comprehensive features, simple interface

Cons

Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants.

Response from Actionstep Software

Hi Gary,

Thank you for such a positive review.

In regards to your comment on making use of templates & advanced features - we are making these more accessible to all users by producing more guides, videos, webinars & product tours. These are all free to access & will be kept up to date as we release & improve features.

Should your firm need a more hands-on solution, we have expanded our Customer Success team who can help guide you to the right guides or put you in touch with a partner who can assist.

If you need any help or have any questions, please do not hesitate to contact our team at [email protected]

Thanks again.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Damien H.
Industry: Law Practice
Company size: 2-10 Employees

Catastrophic customer service and lack of common sense - too bad, it's a promising software

Used Daily for 6-12 months
Reviewed on 2019/09/04
Review Source: Capterra

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

Pros

Powerful and easily editable workflow engine. Really.

Mass billing features.

Customizable fields.

Extremely powerful templating.

Cons

Bugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too.

Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure you are not going to send an invoice to a client who has provisioned you...).

User acceptance is difficult. It is complicated to require changes in workflows and field fills (this is not the responsibility of Actionstep, but don't think it will run by itself. You will need to coach your employees).

Customer service is catastrophic. I screamed for help when the system started to double-deduct (!) the retainers. It took 4 months to get a solution. In the meantime, I have continued to lose a lot of money.

I have doubts about their financial strength, since six months after I started using the software, I received a notice of license increase. When I asked for some help to switch to a cheaper license, I was told that it would not be possible to keep my data (!!!!).

Response from Actionstep Software

Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience.

To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software.

Thank you again for your response

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Dan K.
Industry: Legal Services
Company size: 2-10 Employees

Workflows Good! But Search, Integration with other software, and Document Generation need work.

Used Daily for 1+ year
Reviewed on 2020/08/06
Review Source: Capterra

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.

Pros

Workflows, workflows, workflows. They help us keep our law office on track and help us keep deadlines and make sure we do not miss a step in complicated transactions.
We like that Actionstep seems to be trying to improve the product.

Cons

Search is terrible! Searching for documents is useless. Searching for contacts by employer/place of work is impossible. These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search capabilities. Also, the fact that you can only see so many results on a page is maddening.
Imagine that you want to search your contacts and get a list of contacts that live in a certain city. You want to select them all and send an email or something. NOPE! Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order. Also, there is no way to select them all and take any action like sednding them all an email within the program.
Copy and paste of contact info is also impossible. I have many opportunities during a week to send one person the contact info for another person. Actionstep has no way for me to easily do this. There is no button to click, function to use or work-around for selecting a contact and getting that contact's info onto the clipboard for pasting into a document or email. You can bring up the contact and drag your mouse over various places on the contact form to copy the address, then do it again for the name, then do it again for the email address, then do it again for the phone number, then do it again for the fax number. But be careful not to *click on the(I ran out of space on this form)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Ozzy O.
Industry: Law Practice
Company size: 51-200 Employees

Actionstep Workflows

Used Daily for 2+ years
Reviewed on 2020/02/25
Review Source: Capterra

We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.

Pros

Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily.

Cons

The home screen dashboard can use some design updates with relevant information.

Response from Actionstep Software

Thank you Ozzy, great to hear you found the transition from Time Matters very positive. We love to hear users making the most of our customizable workflow as well.

If you have any questions - please don't hesitate to contact our support team on [email protected] or in our in-app chat.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,4/10
Based on 108 user ratings
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Actionstep Pricing

Actionstep Pricing

Starting from
US$49,00/month
Free Trial
Subscription
Value for money

3 Product Plans to suit law firms of all shapes and sizes

3 Product Plans to suit law firms of all shapes and sizes

Value for Money
4,2/5
Based on 108 user ratings
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Actionstep Features

Actionstep Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,2/5
Based on 108 user ratings
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Categories

Additional information for Actionstep

Additional information for Actionstep

Key features of Actionstep

  • Accounting
  • Calendar
  • Client Billing
  • Client Management (CRM)
  • Client Portal
  • Conflict Check
  • Data Security
  • Document Automation
  • Document Management
  • Email
  • HotDocs Integration
  • Marketing
  • Matter Management
  • Microsoft Office Integration
  • Reporting
  • Time Tracking
  • Trust Accounting
  • Webforms
  • Workflow
  • Xero Integration

Benefits

- Increase staff productivity and firm profitability
- All-in-one system with integrated matter management, document assembly, accounting, billing, CRM, and more
- Very competitive pricing
- 100% cloud-based and secure
- You own your data, get it back any time - no questions asked.
- No contracts
- Automation tools to potentially save you hundreds of hours a year

Actionstep FAQs

Actionstep FAQs

Below are some frequently asked questions for Actionstep.

Q. What type of pricing plans does Actionstep offer?

Actionstep offers the following pricing plans:

Starting from: US$49,00/month

Pricing model: Subscription

Free Trial: Available

3 Product Plans to suit law firms of all shapes and sizes

Q. What are the main features of Actionstep?

Actionstep offers the following features:

  • Accounting
  • Calendar
  • Client Billing
  • Client Management (CRM)
  • Client Portal
  • Conflict Check
  • Data Security
  • Document Automation
  • Document Management
  • Email
  • HotDocs Integration
  • Marketing
  • Matter Management
  • Microsoft Office Integration
  • Reporting
  • Time Tracking
  • Trust Accounting
  • Webforms
  • Workflow
  • Xero Integration

Q. Who are the typical users of Actionstep?

Actionstep has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does Actionstep support?

Actionstep supports the following languages:

English

Q. What type of pricing plans does Actionstep offer?

Actionstep has the following pricing plans:

Subscription

Q. Does Actionstep support mobile devices?

Actionstep supports the following devices:

Android, iPhone, iPad

Q. What other apps does Actionstep integrate with?

Actionstep integrates with the following applications:

Bitium, Box, CallTrackingMetrics, Dropbox Business, Microsoft 365, NetDocuments, NetDocuments, PieSync, Xero, Xero

Q. What level of support does Actionstep offer?

Actionstep offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs, Forum