About 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.

Pricing starting from:

US$49,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Actionstep

- 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

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, New Zealand, United States

Supported Languages

English

Pricing starting from:

US$49,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Actionstep Software - Actionstep matter overview
Actionstep Software - Actionstep setting tasks
Actionstep Software - Actionstep outlook add-in for O365
Actionstep Software - Actionstep iPhone Outlook Add-In
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Actionstep Software - Actionstep matter overview Actionstep Software - Actionstep setting tasks Actionstep Software - Actionstep outlook add-in for O365 Actionstep Software - Actionstep iPhone Outlook Add-In

Features

Total features of Actionstep: 72

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Automatic Backup
  • Automatic Billing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Trust Accounting
  • Two-Factor Authentication
  • Workflow Management

Alternatives

Clio

4,7
#1 Alternative to Actionstep
Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere....

PracticePanther Legal Software

4,7
#2 Alternative to Actionstep
Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no...

LEAP

4,0
#3 Alternative to Actionstep
LEAP is a true cloud practice management software for law firms. LEAP includes matter management, automated legal...

Amicus Attorney

3,7
#4 Alternative to Actionstep
Amicus Attorney is a cloud and on-premise solution that enables law firms to streamline the entire case lifecycle, from...

Reviews

Overall rating

4,3 /5
(109)
Value for Money
4,2/5
Features
4,1/5
Ease of Use
3,9/5
Customer Support
4,1/5

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Showing 5 reviews of 109
Daniel danny R.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Stick with it - it's amazing

Reviewed on 2020/07/08

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and...

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.

Alternatives Considered

Smokeball and LEAP

Reasons for Choosing Actionstep

Pricing was much more accessible, the contracts did not lock the firm in for a long period of time, and it offered the features and functionality I needed without the hassle.

Switched From

LEAP

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.

Carol W.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Lots of Customization options, but lacking some basic common sense

Reviewed on 2019/07/15

Mixed. A number of positive features, but also a number of time consuming and expensive issues to...

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.

Damien H.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

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

Reviewed on 2019/09/04

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

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 (!!!!).

Alternatives Considered

Clio, Rocket Matter and PracticePanther Legal Software

Reasons for Choosing Actionstep

We wanted rock-solid invoicing and accounting features.

Switched From

ActiveCollab

Reasons for Switching to Actionstep

Workflow features and templating.

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

Nigel M.
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Powerful and flexible practice management

Reviewed on 2021/11/02

I have used the product extensively over the last 5 years and would happily recommend it as a...

I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice management

Pros

I have used the product in a number of different law firms and have been involved in the setup for those firms. It is easy to use and easy to adapt to your own requirements

Cons

I have no adverse comments as I have not found any aspect of the software to fall short of what is needed

Brahm D.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Actionstep still the best but not yet perfect

Reviewed on 2020/10/16

Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client...

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.

Alternatives Considered

Clio, PracticePanther Legal Software and MyCase

Reasons for Choosing Actionstep

I switched from CLIO to Actionstep because CLIO didn't have a good calendar tickling system to keep track of deadlines under the court rules of BC, Canada. CLIO had systems for tracking court rule deadlines in the USA, but despite being developed in Vancouver, Canada, they don't have a tickler system for their own hometown, and no good way of creating your own tickler system.

Switched From

Clio

Reasons for Switching to Actionstep

Document Automation was the key feature for me and narrowed the field down to CLIO and Actionstep. On this front, Actionstep is slightly more powerful than CLIO because of the calculated field type, which allows you to use PHP scripts to calculate values for use in your document automation. For example, I created a field that calculates the latest business day that is at least 90 calendar days before trial, which I can use to auto-generate a letter to expert witnesses telling them the deadline that we will need their expert report completed by. All of those calendar calculations are represented in my document template by a simple custom merge field, [[90days_b4_trial]], which keeps the document template quite readable.

Response from Actionstep Software

Hi Brahm,

Thank you so much for your fantastic review.

Its great to hear you are saving hours using our Document Automation functionality!

Should you ever have any questions or would like to learn how how to get even more out of Actionstep, please do not hesitate to contact our customer success or support teams

Thanks

Showing 5 reviews of 109 Read all reviews

Actionstep FAQs

Below are some frequently asked questions for Actionstep.

Actionstep offers the following pricing plans:

  • Starting from: US$49,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Actionstep is offered across three pricing plans, outlined below. Express: $49 per user/per month billed annually Practice Pro: $89 per user/per month billed annually Practice Pro+ Accounting: $99 per user/per month billed annually

Actionstep has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Actionstep supports the following languages:

English

Actionstep supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Actionstep integrates with the following applications:

Box, Dropbox Business, EffortlessLegal, Gmail, Google Drive, HotDocs, HubSpot CRM, InfoTrack, Josef, LawGro, LawPay, LawTap, LawToolBox, Microsoft 365, NetDocuments, QuickBooks Online Advanced, Repsight, Smith.ai, SpeechWrite 360, Vxt, Xero, Zapier

Actionstep offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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