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.


Carol W.

Lots of Customization options, but lacking some basic common sense

Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.


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).


Brahm D.

Actionstep still the best but not yet perfect

Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.


Gary S.

Small NY Metro Area Law Firm, T&E

We find it perfectly fits our needs.


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

Carol W.
Industry: Legal Services
Company size: 2-10 Employees

Lots of Customization options, but lacking some basic common sense

Used Daily for 2+ years
Reviewed on 2019/07/15
Review Source: Capterra

Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Pros

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Cons

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message.

Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder.

Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily.

We hired a consultant to help us get it set up.

Response from Actionstep Software

Carol - thanks for taking the time to write the review. We really appreciate your positive comments about Actionstep - particularly regarding transparency and Microsoft Office Integration. You have a number of suggestions which I am going to take to our product development team - hearing feedback like this is really helpful for us in planning out future product development work. We will be in touch with you directly to discuss these further. Thanks again.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

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

Brahm D.
Industry: Legal Services
Company size: 2-10 Employees

Actionstep still the best but not yet perfect

Used Daily for 2+ years
Reviewed on 2020/10/16
Review Source: Capterra

Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.

Pros

Document assembly tools are the most powerful of the many cloud based law practice management systems I have looked at. CLIO's document assembly comes close, but not quite as powerful. It is also the most customizable cloud based law practice management system I have tested.

Cons

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems. They seem to have heard these concern and over the past four years that I've been using Actionstep, and their development team has making progress on these two fronts. They aren't perfect yet, but they seem to be continually improving.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

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

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. 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