The Complete Platform for Modern Legal Operations
Actionstep delivers a powerful, all-in-one cloud platform that unites matter management, accounting, and workflow automation for growing law firms seeking operational excellence.
Comprehensive Practice Management Built for Growth
Actionstep is an adaptable legal practice management solution combining matter management, document automation, time tracking, billing, trust accounting, and client communications in one secure, cloud-based system. Its modular design allows firms to customize workflows and automate repetitive processes to scale efficiently and deliver a superior client experience.
Why Actionstep Is Compelling for Operations-Focused Firms
Trusted by thousands of legal professionals worldwide, Actionstep brings together every part of your firm—matters, finances, documents, and teams—into one cohesive platform. Designed for midsize and enterprise law firms, it delivers the flexibility, visibility, and efficiency needed to manage complex operations and compliance-driven work.
All-in-One Legal Platform
Centralize matter management, time recording, billing, trust accounting, document automation, and client communication—no juggling multiple tools or integrations.
Built-In Accounting & Compliance
Stay compliant with native accounting and trust management designed specifically for legal practices, eliminating the need for third-party financial systems.
Workflow Automation & Customization
Automate repetitive tasks and tailor workflows to your firm’s processes with Actionstep’s flexible workflow builder—ensuring consistency, accountability, and efficiency.
Integrations That Extend Capability
Connect Actionstep to leading tools like Microsoft 365, Xero, NetDocuments, and DocuSign. Manage your entire practice ecosystem in one unified experience.
Why We Love Actionstep
We partner with Actionstep because it empowers firms to manage every part of their business in one connected platform—combining legal practice management, accounting, automation, and collaboration into a single, secure cloud solution.
Comprehensive matter, billing, and accounting capabilities designed for legal professionals.
Customizable workflows and automation that adapt to your firm’s unique processes.
Deep integrations with Microsoft 365, Xero, NetDocuments, and leading legal tech tools.
Secure, cloud-based access that supports hybrid teams and meets global compliance standards.
Is Actionstep Right for Your Firm?
If your firm needs an adaptable, end-to-end legal operations platform that brings together matters, billing, and compliance under one roof, Actionstep may be the right choice. Consider if you:
- Operate a midsize or multi-practice firm that requires a single system for accounting, billing, and case management.
- Need integrated trust accounting and compliance tools built specifically for legal financial governance.
- Want to streamline workflows with automation and standardized templates for consistent client delivery.
- Manage a dispersed or hybrid team and require secure, real-time access to client, financial, and matter data.
