Actionstep 2026: Benefits, Features & Pricing

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Wondering if Actionstep is right for your practice?

Our Law Practice Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Actionstep

4.2

(135)

Pricing

Pricing available upon request

About Actionstep

Actionstep is a law firm management software designed to support midsize law firms across various practice areas such as bankruptcy, business, family, immigration, mixed practice and real estate law. It provides tools for roles including practice managers, firm administrators, IT managers, managing partners, accounting managers and lawyers. The software includes features to streamline legal operations. It offers workflow automation to standardize processes, matter management with task automation, and document management tools for creating personalized documents.

Actionstep provides a secure client portal that facilitates communication, while accounting features include multi-currency support. It also includes time tracking, billing systems, and client management tools. Reporting and analytics features provide insights into productivity, finances, and client data. AI capabilities assist with tasks such as time capture, client intake, and filing. Additionally, the platform provides a mobile app for iOS and Android devices with features such as multi-factor authentication, support efficient and secure operations.

Actionstep Screenshots

Actionstep Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Practice Management

Pricing available upon request

Plan includes:

Matter & Case Management
Client Intake & Form Management
Document Management, Assembly, & Storage
Client Relationship Management
Client Portal
Custom Business Reporting
Marketing & Business Development
Client Communication
Advanced Calendaring
Task and Process Management

Legal Accounting Platform

Pricing available upon request

Plan includes:

Multi-Currency General Ledger
Banking Transactions & Reconciliation
Profit & Loss Statements
Expense and Disbursement Management
Accounts Payable & Receivable
Financial Reporting
Cashflow Management
Budgeting
Forecasting
Revenue Recognition

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Actionstep Features

Popular features found in Law Practice Management
Calendar Management
Client Portal
Communication Management
Contract/License Management
CRM
Document Generation
Expense Tracking
Mobile Access
Reporting & Statistics
Task Management
Third-Party Integrations
Trust Accounting
More features of Actionstep
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Archiving & Retention
Asset Accounting
Audit Trail
Automatic Backup
Automatic Billing
Backup and Recovery
Bank Reconciliation
Billable Items Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Portal
Billing Rate Management
Bulk Send
Business Process Automation
Case Management
Case Notes
Check Writing
Client Management
Collaboration Tools
Compliance Management
Conflict Management
Contact Database
Contact Management
Contingency Billing
Credit Card Processing
Cross Ledger Posting
Customer Statements
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Docket Management
Document Automation
Document Capture
Document Management
Document Storage
Document Templates
Electronic Payments
Email Management
Employee Management
Fee Calculation & Posting
File Sharing
Financial Management
For Legal Professionals
Forms Management
Full Text Search
General Ledger
Hourly Billing
HR Management
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Legal Case Management
Mobile App
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Performance Metrics
Process/Workflow Automation
Productivity Tools
Projections
Project Management
Real-Time Data
Real-Time Reporting
Receipt Management
Records Management
Recurring/Subscription Billing
Reminders
Search/Filter
Secure Data Storage
SSL Security
Task Progress Tracking
Task Scheduling
Tax Calculation
Tax Management
Time & Expense Tracking
Time Tracking
Two-Factor Authentication
Version Control
Workflow Management

Actionstep Integrations

HubSpot CRM

LawToolBox

LawConnect

LawGro

EffortlessLegal

Smith.ai

See all 28 integrations

Actionstep User Reviews

Overall Rating

4.2

Ratings Breakdown

50%

33%

10%

Secondary Ratings

Ease of Use

3.9

Value for money

3.9

Customer support

3.9

Functionality

4.1

Daniel Danny R.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2020

Stick with it - it's amazing

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Cons:

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Reasons for switching to Actionstep

Pricing was much more accessible, the contracts did not lock the firm in for a long period of time, and it offered the features and functionality I needed without the hassle.

Vendor Response

Thank you Daniel. Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution. If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat.

Replied July 2020

Mike D.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2025

Mostly Good

It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting.

Cons:

The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age.

Reasons for choosing Actionstep

I moved from Actionstep to Smokeball because I found Smokeball superior.

charmaine c.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Reviewed May 2024

Actionstep review

I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to navigate once you know what it can do and it is inexpensive to purchase and maintain, especially if you have a small firm.

Cons:

The billing module could be easier and a live visit from technician would have bee wonderful at the start instead of having to learn everything online which took forever.

Reasons for switching to Actionstep

Cost mainly and Comparto was not in the cloud at that time

Lisa D.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed November 2023

Excellent CRM for lawyers!

Overall, this is a terrific product worth purchasing!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We loved the ability to craft work flows based upon our specific practice. But we also had the flexibility to obtain pre-set work flows as well. The client management and task automation is incredibly helpful.

Cons:

My biggest frustration is that we created a webform so with a couple clicks, staff can create a new potential client matter using that information as it integrates into the software. However, 90% of the webforms are spam that has to be read every day because bots are completing the form. Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS system. This is a huge issue I've spent so much time on and it is the one issue that would make our work lives so much better if it could be remedied.

Reasons for choosing Actionstep

There were several other products I do not recall because it was 10 years ago; some were not as flexible to create workflows we wanted. Others were not as intuitive in use and we liked the ability to add potential contacts through webforms right into the system. When we are retained, tin with a few clicks transformed into an active client matter.

Carol W.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

Lots of Customization options, but lacking some basic common sense

Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Cons:

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up.

Reasons for choosing Actionstep

Case supervision and backup, ability to customize workflow.

Reasons for switching to Actionstep

Mycase was lacking some oversight issues (Attorney could not see what the paralegal was doing unless copied) and did not back up documents. I think the oversight issues have now been fixed.

Vendor Response

Carol - thanks for taking the time to write the review. We really appreciate your positive comments about Actionstep - particularly regarding transparency and Microsoft Office Integration. You have a number of suggestions which I am going to take to our product development team - hearing feedback like this is really helpful for us in planning out future product development work. We will be in touch with you directly to discuss these further. Thanks again.

Replied July 2019

Brahm D.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

Actionstep still the best but not yet perfect

Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Document assembly tools are the most powerful of the many cloud based law practice management systems I have looked at. CLIO's document assembly comes close, but not quite as powerful. It is also the most customizable cloud based law practice management system I have tested.

Cons:

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems. They seem to have heard these concern and over the past four years that I've been using Actionstep, and their development team has making progress on these two fronts. They aren't perfect yet, but they seem to be continually improving.

Reasons for choosing Actionstep

Document Automation was the key feature for me and narrowed the field down to CLIO and Actionstep. On this front, Actionstep is slightly more powerful than CLIO because of the calculated field type, which allows you to use PHP scripts to calculate values for use in your document automation. For example, I created a field that calculates the latest business day that is at least 90 calendar days before trial, which I can use to auto-generate a letter to expert witnesses telling them the deadline that we will need their expert report completed by. All of those calendar calculations are represented in my document template by a simple custom merge field, [[90days_b4_trial]], which keeps the document template quite readable.

Reasons for switching to Actionstep

I switched from CLIO to Actionstep because CLIO didn't have a good calendar tickling system to keep track of deadlines under the court rules of BC, Canada. CLIO had systems for tracking court rule deadlines in the USA, but despite being developed in Vancouver, Canada, they don't have a tickler system for their own hometown, and no good way of creating your own tickler system.

Vendor Response

Hi Brahm, Thank you so much for your fantastic review. Its great to hear you are saving hours using our Document Automation functionality! Should you ever have any questions or would like to learn how how to get even more out of Actionstep, please do not hesitate to contact our customer success or support teams Thanks

Replied October 2021

Dan K.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2020

Workflows Good! But Search, Integration with other software, and Document Generation need work.

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Workflows, workflows, workflows. They help us keep our law office on track and help us keep deadlines and make sure we do not miss a step in complicated transactions. We like that Actionstep seems to be trying to improve the product.

Cons:

Search is terrible! Searching for documents is useless. Searching for contacts by employer/place of work is impossible. These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search capabilities. Also, the fact that you can only see so many results on a page is maddening. Imagine that you want to search your contacts and get a list of contacts that live in a certain city. You want to select them all and send an email or something. NOPE! Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order. Also, there is no way to select them all and take any action like sednding them all an email within the program. Copy and paste of contact info is also impossible. I have many opportunities during a week to send one person the contact info for another person. Actionstep has no way for me to easily do this. There is no button to click, function to use or work-around for selecting a contact and getting that contact's info onto the clipboard for pasting into a document or email. You can bring up the contact and drag your mouse over various places on the contact form to copy the address, then do it again for the name, then do it again for the email address, then do it again for the phone number, then do it again for the fax number. But be careful not to *click on the(I ran out of space on this form)

Reasons for choosing Actionstep

Workflows

Reasons for switching to Actionstep

Needed an online solution (as opposed to a local server-based solution)

Vendor Response

Hi Dan, Thank you for your feedback - great to hear that workflows are empowering your firm. I have passed on your feedback to our product team who will reach out directly if they need more detail. Should you have any other specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks Matt

Replied June 2022

Nigel M.

Verified reviewer

Law Practice

Self-Employed

Used daily for more than 2 years

Review source

Reviewed November 2021

Powerful and flexible practice management

I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have used the product in a number of different law firms and have been involved in the setup for those firms. It is easy to use and easy to adapt to your own requirements

Cons:

I have no adverse comments as I have not found any aspect of the software to fall short of what is needed

Reasons for choosing Actionstep

Cost and ability to make the system fit most law practice processes

Reasons for switching to Actionstep

Lexis Affinity was extremely expensive and had little flexibility when it came to template document creation and general flexibility

Vendor Response

Hi Nigel, Thank you for your response - Great to hear you have seen the benefit of our software across multiple firms. Should you have any feedback on the product, please do not hesitate to get in touch with our team. Thanks

Replied April 2022

Himanshu Jasvantray T.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Reviewed November 2024

Mostly good with some things which can be improved.

I have been a computer user since around 1986/87 and I find that I can work with Actionstep quite well overall, with a rider that every such system can be improved and have downsides.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available.

Cons:

1. Now, they do not have single use licence anymore (a very big downside for persons like me who are planning to have a single user licence). 2. The creation of templates process can be easier and user-friendly. 3. The law-firms have Individuals and Companies as clients and also Family Trusts, Partnership Firms etc. and there are only two options - for individuals and for companies. which is limiting. Many things can be improved proactively.

Rebecca V.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2024

Buyer beware

POOR. I actually liked the system the Support and costs have sent me actively searching the replacement.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I liked the systems capabilities. The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up.

Cons:

VERY POOR SUPPORT. Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged exorbitant fees or referred to their affiliates, one that I was referred to had no idea and the templates were multi coloured font colours, then referred to another who was an "owner" of Actionstep... once I identified their business model ... signing everyone up, limited contact support, and the assistance you get is so generic, that eventually forces you to sign up to the outsiders that are actually insiders. DEPLORABLE ethics and business model in my mind. POOR XERO AND ACTIONSTEP integration SUPPORT and SYSTEM FLOWS WERE NEVER EXPLAINED

Reasons for choosing Actionstep

I had used Actionstep as a user prior. The firm I worked for had an admin person doing data entry, however had also purchased external help and hours that cost well over 10k.

Showing 1 - 10 of 135 Reviews

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