Law firm management
A Platform Built Around You
A modern, adaptable law firm management platform designed to automate and organize all the work that happens at your law firm. Empower your team with everything they need to save time, connect processes, and drive great outcomes in one centralized system.
Features & Functionality
Actionstep’s cloud-based legal practice and accounting management software keeps your law firm organized by managing and automating everything from matters to accounting and documents in one centralized platform, accessible from anywhere.
Filter by Category
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Firm Profitability
Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Work Efficiently
Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.
Delight Clients
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Delight Clients
Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Grow Your Firm
CRM
Track billable time more efficiently with intuitive timers, intelligent timesheets, and custom activity codes.
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system.
Oversee Firm
Security
Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Delight Clients
Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
Delight Clients
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Work Efficiently
Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Oversee Firm
Security
Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Work Efficiently
Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.
Delight Clients
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Delight Clients
Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Oversee Firm
Security
Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Firm Profitability
Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Law firm management Platform
Your central hub
Actionstep is your home base for law firm management. Using Actionstep, management and leadership can understand the dynamics of the business. Accounting can manage financial, client, and matter detail in one place. Practice managers can oversee matter progress and resource allocation. Each fee earner can tailor their home screen to see a quick view of matter updates, upcoming tasks, and future appointments or meetings. Actionstep is for everyone at your firm, keeping cross-functional processes connected and teams in sync.
Add-On module
Builder
Automate the assembly of legal documents without the heavy manual lift. Builder accelerates document drafting at every stage of a matter.
Add-On module
Capture
Automate the collection of client data and documents. Capture lets you create stylized forms and embeddable webforms that map data directly to your matters. Save time and progress your matters faster than ever before.
AI that amplifies your firm advantage
With AI features to improve time capture, client intake, filing, and administration, Actionstep helps law firms incorporate AI seamlessly into their work and operations to improve productivity and profit margins, while safeguarding client and firm data.
Integrations
Connect Actionstep’s law firm management software with the tools your law firm can’t live without. Easily integrate the business-critical tools your team uses every day to ensure data is shared across systems.
All Integrations 
Marketplace
Our partner marketplace includes a range of partner-created integrations, preconfigured documents, and workflow templates for specific practice areas or functions.
Marketplace See your law firm accomplish more
Actionstep’s cloud-based law firm management software makes running your firm simpler and more efficient. Once you centralize your matters, data, and clients in one place, you’ll see your firm accomplish more.
Work more efficiently to deliver better client services
Delight ClientsImprove profitability with better accounting and billing
Manage Firm ProfitabilityOversee your firm to make informed business decisions
Oversee Firm OperationsScale your firm without changing software
Grow Your FirmActionstep empowers everyone at your firm
Designed for every role at a law firm, Actionstep is adaptable to the different needs of each member of the team.
Practice Managers
Intuitive automation and matter management features for Practice Managers to improve the workloads of legal staff and associates by streamlining workflows and simplifying task management.
Learn MoreFirm Administrators
Ensure office legal operations for firm administrators and office managers run smoothly and efficiently with solutions that make managing client communications, onboarding new staff, and supporting professional development easy.
Learn MoreIT Managers
Actionstep supports IT staff with ensuring security measures are met, removing data silos, and maximizing productivity with technology that supports your firm’s broader goals.
Learn MoreManaging Partners
Oversee and improve all the work that happens at your firm for better client experiences and happier employees. With Actionstep, you’ll have strategic control and feel confidently equipped to succeed.
Learn MoreAccounting Managers
Your focus is on efficient, accurate financial administration and providing insightful reporting that drives strategic decision-making. Let us give you the tools for precision and confidence.
Learn MoreLawyers
As a lawyer, your priority is to deliver excellent legal services to your clients, without getting bogged down by administrative tasks and processes. Actionstep helps you achieve great services.
Learn More
How Actionstep works for your firm
Who we help
Actionstep’s law firm management software works for midsize law firms of every practice type. Whether your law firm is a specialist boutique or mixed-practice firm, Actionstep keeps operational, compliance and financial processes in sync, while supporting a diverse range of practice-specific matter workflows, templates, data collections and client engagement processes.
Experienced implementation experts
Actionstep partners with trusted, certified consulting partners who help law firms set up and implement our law firm management software successfully from the start. Each of our implementation partners has experience in law firm management and legal practice management, making them experts in law firm change management and successful technology adoption and use.
From the blog
Stay one step ahead of the trends with the latest insights, research, and best practices for your law firm team.
