Actionstep

Actionstep is a cloud-based legal practice management system built around workflow. It automates routine legal processes so that lawyers spend less time on administration and more on clients. Its website describes a focus on midsize law firms, and says more than 5,000 firms use it.

What Actionstep offers

• Matter workflows — templates, task automation and status reporting that move a case from client intake to resolution.
• Document automation — generates personalised documents, emails and invoices quickly.
• Calendar and email — keeps key dates, appointments and hearings visible, and handles how email is sent and stored.
• Legal accounting — accounting features including a multi-currency general ledger.
• Client portal — lets lawyers share matter updates, bill clients and exchange information securely.
• Mobile app — available on iOS and Android.

Who it works with

The platform is aimed at law firms, with midsize practices named as the main audience. It offers three product plans: Express, Practice Pro and Enterprise.

Key facts

• Integrations: matter management works with Microsoft Office 365
• Platforms: web-based, with mobile apps for iOS and Android
• Customers: over 5,000 law firms, according to the company