Actionstep review

Actionstep is aimed at midsize firms that want to shape the system around their processes. The core platform covers matter and case management, client intake and form management, document management and storage, CRM, a client portal, custom business reporting, marketing tools, advanced calendaring, task and process management and workflow automation, with a Microsoft Office connection and single sign-on. Time capture with suggestions and timesheets, billing, trust accounting and client accounting are included. Builder automates documents from matter data with conditional logic and Word integration, Capture embeds branded web forms that map client data to matters, and Trace records billable activity across email and documents using AI. All of this is priced per user plus implementation fees, and the add-ons cost extra. It takes more configuration than Clio or MyCase, which is why it ranks lower for ease of use.

Who it is for

Midsize firms that need custom matter workflows, accounting and reporting in one platform.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Matter and case management, client intake, CRM and a client portal
• Workflow automation, task and process management and advanced calendaring
• Time capture with time suggestions, billing, trust accounting and client accounting
• Builder document automation and Capture web forms as add-on modules
• Trace AI time capture across email, documents and Actionstep

Strengths and weaknesses

• Strength: Highly configurable workflows for different practice areas
• Strength: Time capture, billing and core accounting are included
• Strength: Single sign-on and enterprise-level security
• Weakness: No published prices, and implementation fees apply
• Weakness: Document automation and web forms are paid add-ons
• Weakness: Configuration takes more setup than simpler tools

Key facts

• Pricing basis: Per user plus implementation fees
• Target firms: Midsize law firms
• Regions: US, UK, Australia, New Zealand and Canada
• Add-ons: Builder, Capture and Trace AI time capture

Where it ranks

Actionstep is No. 10 in our Best Law Practice Management Software verdict.