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Actionstep

Legal practice management software for midsize law firms, built around workflows, documents and client portals

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About Actionstep

Actionstep is cloud-hosted legal practice management software, with workflow at the centre of its design. It covers matters, documents, calendars, email and legal accounting in one place. The system is designed for law firms of all sizes, with its plans aimed at firms of different shapes and sizes.

What Actionstep does

  • Matter workflows: templates, task automation and status reporting that move matters forward.
  • Document management: secure storage and editing of legal documents, plus document and email automation.
  • Calendar and reporting: key dates, appointments and hearings, with in-depth reporting.
  • Client portal: a portal for sharing matter updates and billing clients.
  • Legal accounting: a multi-currency general ledger and invoicing.
  • Mobile app: access to work on the go through apps for iOS and Android.

Who it works with

Midsize law firms, which the platform is designed to support as they grow.

Key facts

  • Plans: Express, Practice Pro and Enterprise
  • Integrations: Microsoft Office 365 for matter management and email
  • Customers: more than 5,000 law firms, according to the site

Profile written by TrustList from the business's own published information, Oct 2026.

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