Freedom251 › Legal Document Management Software
Actionstep
by Actionstep
What Actionstep is
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 suits
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 it does well
- 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.
Limits
No free plan or free tier is stated. Legal Accounting is limited to North America. Builder, Capture, Trace, and Acumen are add-on modules priced per user plus implementation fees where stated.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Practice Management | Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting | On request |
| Legal Accounting | General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments | On request |
| Builder | Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration | On request |
| Capture | Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping | On request |
| Trace – AI Time Capture | Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module | On request |
| Acumen – Embedded Analytics | Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access | On request |
| Trace - AI Time Capture | — | On request |
| Acumen - Embedded Analytics | — | On request |
As actionstep.com lists them, read 27 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Actionstep website.
- Contact Actionstep for pricing.
- Choose Practice Management, or ask about Legal Accounting separately or as an addition in North America.
- Select any needed modules, such as Builder, Capture, Trace, or Acumen.
- Use the iOS or Android mobile app if needed.
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.
Questions
How much does Actionstep cost?
Pricing is available on request. Several add-on modules are priced per user plus implementation fees.
Is there a free plan or trial?
No free plan or free tier is stated. No free trial or refund policy is stated.
Which mobile platforms are supported?
The Actionstep Mobile App is available for iOS and Android.
What does Legal Accounting include?
It covers general ledger, banking and reconciliation, accounts payable and receivable, trust accounting, payments, and financial reporting. It is available separately or as an addition to Practice Management, and only in North America.
Does Actionstep integrate with Microsoft Office 365?
Yes. Actionstep connects with Microsoft Office 365 and provides access to integrations.
Who makes Actionstep?
Actionstep is the maker. It lists its headquarters in Denver, Colorado, United States.
Facts from Actionstep's own pages
- Accounting scope
- Legal Accounting includes general ledger, banking, accounts payable, trust accounting, and reporting. · actionstep.com, 27 Sept 2026
- Admin access
- Single Sign On and Federated Single Sign On are listed features. · actionstep.com, 27 Sept 2026
- Billing and payments
- Yes · actionstep.com, 21 Sept 2026
- Client intake
- Yes · actionstep.com, 21 Sept 2026
- Client portal
- The client portal supports secure updates, billing, and information sharing. · actionstep.com, 27 Sept 2026
- Company location
- Actionstep lists an address in Denver, Colorado, United States. · actionstep.com, 27 Sept 2026
- Company phone
- The listed phone number is (800) 257-4042. · actionstep.com, 27 Sept 2026
- Document automation
- Documents and emails can be personalized and generated in seconds. · actionstep.com, 27 Sept 2026
- Analytics encryption
- Acumen uses encrypted data at rest and in transit. · actionstep.com, 27 Sept 2026
- Free plan
- No · actionstep.com, 21 Sept 2026
- Free tier
- No free plan or free tier is stated on the provided pages. · actionstep.com, 27 Sept 2026
- Headquarters
- Denver, Colorado, United States · actionstep.com, 28 Sept 2026
- Integrations
- The platform provides access to powerful integrations and connects with Microsoft Office 365. · actionstep.com, 27 Sept 2026
- Mobile apps
- Yes · actionstep.com, 21 Sept 2026
- Mobile platforms
- The Actionstep Mobile App is available for iOS and Android. · actionstep.com, 27 Sept 2026
- Pricing model
- Practice Management and Legal Accounting are priced per user plus implementation fees. · actionstep.com, 27 Sept 2026
- Security certification
- Actionstep completed a SOC 2 Type 2 examination. · actionstep.com, 27 Sept 2026
- Security controls
- Security includes AWS, multi-factor authentication, and single sign-on. · actionstep.com, 27 Sept 2026
- Support channels
- The site provides a Help Center, Contact Support, and System Status links. · actionstep.com, 27 Sept 2026
- Time tracking
- Yes · actionstep.com, 21 Sept 2026
- Trial and refund
- No free trial or refund policy is stated on the provided pages. · actionstep.com, 27 Sept 2026
- Trust accounting
- Yes · actionstep.com, 21 Sept 2026
- Workflow automation
- Workflows can be automated from client intake to case resolution. · actionstep.com, 27 Sept 2026
Where Actionstep stands on Freedom251
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