Actionstep is legal practice management software that organizes work from client intake through case resolution. Its Practice Management plan includes matter and case management, intake and forms, document management and assembly, a client portal, workflow automation, billing, and trust accounting. Legal Accounting is available on its own or as an addition to Practice Management, and covers general ledger, banking and reconciliation, accounts payable and receivable, trust accounting, payments, and financial reporting; it is available only in North America. Optional modules include Builder for legal document templates and matter-data population, Capture for intake forms and document collection, Trace for activity capture and AI-drafted time narratives, and Acumen for dashboards and analytics. The platform connects with Microsoft Office 365 and offers mobile apps for iOS and Android. Security features include AWS, multi-factor authentication, and single sign-on; Actionstep completed a SOC 2 Type 2 examination. Pricing is available on request. There is no stated free plan or free tier, and no trial or refund policy is listed.
Who it is for
It suits legal practices seeking tools for client intake, matter workflows, documents, billing, and trust accounting. North American practices can also use the separately available Legal Accounting module.
What is good
- Automates workflows from intake through case resolution.
- Includes client intake, portal, and document tools.
- Legal Accounting covers trust accounting and reporting.
- Mobile apps are available for iOS and Android.
- Security includes multi-factor authentication and single sign-on.
What to know first
- Pricing is available on request.
- No free plan or free tier is stated.
- Legal Accounting is available only in North America.
- No trial or refund policy is stated.
Verdict
Actionstep brings legal practice workflows, accounting, and optional document, time-capture, and analytics modules together. Buyers should note that pricing is on request and there is no stated free tier.
Actionstep plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Trust accounting
- Yes
