Actionstep

Actionstep

Complete Legal Practice Software with Powerful Workflow

4.4/5 (73 reviews)

Actionstep Overview

Actionstep is an all-in-one cloud-based legal practice management software. What's unique about Actionstep is that it allows you to build your matter processes into the system in a 'workflow' as a series of steps and decision trees. This allows your firm to work more efficiently, ensure quality, and make reporting and practice management less time-consuming.

Advanced automation tools allow you to generate documents in seconds, automate emails to clients, and much more.

Actionstep also includes integrated accounting, billing, trust accounting. CRM, client portal, email, calendar, reporting, time tracking, and more.

Pricing

Starting from
US$60,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Actionstep Reviews

Overall rating
4.4/5
90% positive reviews
42
Excellent
24
Very good
3
Average
2
Poor
2
Terrible
Natalie W.

Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients

Used Daily for 2+ years
Reviewed on 2017/12/21
Review Source: Capterra

We are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.

Pros

Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too.

We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed.

In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.

Cons

Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports.

Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task.

When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients.

We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Brahm D.

Actionstep - Best Document Assembly, Versatile Workflows and Calendering

Used Daily for 1-5 months
Reviewed on 2017/03/14
Review Source: Capterra

Of the products that I've tried, I found Actionstep to have the best document assembly, most comprehensive workflow system, versatile calendering and deadlining, and excellent outlook integration. The price is a tad higher compared to competitors, and because there is so much functionality, the learning curve and set-up time is a bit steeper, but in the long term it will enable incredible efficiency. For example, I converted my precedents for a chambers application to enforce a judgment against real property, and can now draft a chambers application, including Notice of Application, draft order and supporting Affidavits, in less than 2 minutes, perfectly drafted without any manual drafting needed (assuming that the relevant property identifier and party information has already been entered correctly). Now in theory, you could do the same thing with some other systems like CLIO (but not MyCase) and I have done it in CLIO. But it required a lot of custom field data and conditional logic, and so templates become very complex and unreadable and only work if certain assumptions are true (i.e. only one client, or limited number of Defendants).

I spent a lot of time testing various law firm management systems, but I think that I have finally settled on Actionstep. I initially had been using CLIO which I chose without much research. After one year, CLIO's task lists and legal calender systems were proving to clumsy and inflexible for my litigation practice. I need to define deadlines backwards from a future date, i.e. 90 days before trial serve expert reports. Also, if my trial date gets adjourned, I want all the linked deadlines to move with the trial dates, and if my matter settles, I want to be able to remove all of the associated deadlines from my calendar. CLIO didn't do this, so I started researching new options and moved to MyCase because it had a very intuitive and functional workflow and calendering that did what I wanted, and was well priced with the cheaper subscriptions for support staff available. However, I soon became frustrated with MyCase because the document assembly was extremely weak compared to CLIO. Finally, I moved to Actionstep and found that it had all of the workflow and calendering functionality that I wanted, combined with document assembly that is extremely robust and powerful.

If powerful document assembly is important to you, I strongly recommend Actionstep.

Pros

Document Assembly. Outlook Integration. Integrated workflows and calendaring. Knowledge-base and Wiki built in. Ability to associate more than one contact of a given type to a file (I often have files with more than one client, i.e. husband and wife).

Cons

A bit more expensive. Steeper learning curve because of all the features.

Response from Actionstep Software

Thank you for the feedback Brahm!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Malinda J.

Lots to love about this program

Used Daily for 1+ year
Reviewed on 2017/03/06
Review Source: Capterra

Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features.

What we love:
- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

The most challenging aspect of ActionStep is the initial setup (hence my three-star rating for "ease of use"). There is no sugar-coating it: the downside of all those wonderful customizable features is that someone in your organization has to do all the customizing. It's a lengthy process, and the initial data migration can also be time-consuming, but the friendly support staff are available to assist throughout the process. For us the end result has been well worth the challenging setup process.

The ActionStep developers are constantly working on improvements to the program, including ways to make it integrate with other types of software and responding to users' suggestions. Occasionally the updates cause hiccups in the system, but they are typically short-lived. We genuinely appreciate the drive to improve the product and the responsiveness to users' wishes.

Pros

- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

Cons

- Challenging initial setup (customization of features)
- Cumbersome process to unlock encrypted zip files after backup request
- Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Scott M.

Effective and Efficient Law Practice Management

Reviewed on 2016/08/26
Review Source: SoftwareAdvice

Pros

I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where Actionstep has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and *bam*, there's everything. There are many other useful features that I know I just haven't even tapped into yet.

Cons

- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed.
- Before using Actionstep, I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it *sort of* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name.
- I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide.
- I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that.
- Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10
Peter M.

Why I love ActionStep - Australian Lawyer

Used Daily for 2+ years
Reviewed on 2017/04/11
Review Source: Capterra

After making my own practice management system (in the 1990's before there were any commercially made products available) and then trying numerous products over the years, I have finally settled upon ActionStep as the ultimate system.

Why? Because ActionStep is the first to provide me with a set of tools, as well as a framework, so that I can customise the system as I please.

I don't want to be told what's available in a system, and why it operates the way it does. I want to know what a system is capable of, and how I can make it do what I want it to do. ActionStep is the only system to gives me this freedom.

On top of this ActionStep is secure, robust and easy to learn, and support is always there.

I ask my own clients to review the service they have received from me, and I'm always pleased when a client is so satisfied as to write a review. So, when one of my providers gives me a product and service that exceeds my expectations, and continues to deliver with support and improvements, I feel duty-bound to let everyone know.

Pros

Its power, security and ease of use.

Cons

Can't think of any.

Response from Actionstep Software

Thank you Peter!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Actionstep Pricing

Starting from
US$60,00/month
Pricing options
Free Trial
Subscription
Value for money

Actionstep Features

  • API
  • Automatic Notifications
  • Document Storage
  • Third Party Integration
  • Workflow Management

  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics

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 accounting, billing, CRM, and more
- Only $60 per/user a month (£39.95 in UK)
- 100% cloud-based and secure
- You own your data, get it back any time - no questions asked.
- No contracts
- Automation tools to save you potentially hundreds of hours a year

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$60,00/month

Pricing model: Subscription

Free Trial: Available

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:

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

Q. What level of support does Actionstep offer?

Actionstep offers the following support options:

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