Actionstep

Actionstep is a cloud-based practice management platform designed specifically for law firms to manage matters, clients, billing, and firm operations in a single system. Its primary purpose is to streamline legal workflows, centralize information, and provide real-time visibility into firm performance. By combining case management, document automation, time recording, and accounting, Actionstep helps firms operate more efficiently and consistently deliver high-quality legal services.

Key features include customizable workflows that mirror each firm’s unique processes, enabling standardized task management, automated reminders, and consistent matter progression. The platform offers integrated document management with version control, templates, and document automation to reduce manual drafting and administrative work. Built-in time tracking, trust and office accounting, invoicing, and payment processing support accurate, compliant financial management. Additional capabilities such as conflict checking, client intake forms, email integration, and reporting dashboards allow firms to manage risk, improve communication, and monitor key metrics in one place.