Actionstep software


Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate their workflow.

Key functionalities include customer relationship management that helps to keep track of new as well as existing clients. A client-facing portal allows customers to log in to an online portal from where they can view their case related information, make payments, track deadlines and more. Users can also add customized file notes, schedule appointments, set tasks, generate documents and send emails from their dedicated portals.

Actionstep also allows users to manage their accounting functions. Users can generate invoices for both fixed fee cases as well as time/appointment based cases. Actionstep is browser agnostic and can be accessed using a web-browser on Mac and PC desktops as well as mobile devices. The solution also supports integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

44 Reviews of Actionstep

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  • larry from Selene Finance

    Specialty: Corporate

    Number of employees: 501-1,000 employees

    April 2018

    user friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like the ability it has related to tracking of client base. It allows customized grouping of data and simplifies reporting. The best part is the integration with MS Word.

    Cons

    The checks for cost filter is not user friendly and has difficult learning curve. It is also a bit pricey, but other than that there are no real cons.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tom from Lux Nova Partners

    Specialty: Corporate

    Number of employees: 2-10 employees

    March 2018

    Actionstep Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Lots more to say - but let's see if ActionStep get their act together and finally listen to a complaint!

    Pros

    Infinite ability to tailor "workflows".

    Cons

    Not SRA compliant!!!!!

    This review was submitted organically. No incentive was offered
    Review Source
  • Joe from Breshears Law Firm

    February 2018

    Actionstep is a powerful practice management solution, but that power comes with its own challenges.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Actionstep is nearly infinitely customizable, and its orientation around workflows offers great promise for automating certain routine tasks. The user interface is logical, and each screen is packed with the information you would expect to see. The layout minimizes unnecessary keystrokes and scrolling to find the most important information related to a case or a contact. Document automation works very well. Likewise, time keeping is straightforward and easy. Recent upgrades have improved the billing process significantly.

    Cons

    Power comes at a price, in this case in the form of time. Actionstep is not an application for the faint of heart or those unwilling to devote significant time to onboarding and setup. Many users may find a consultant necessary to complete that process.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    February 2018

    The Jury is still out ...

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    As far as document management goes, it’s very good.
    Cloud based, with a dynamic interface, it offers a refreshing change from LEAP desktop.

    Cons

    Accounts stinks.
    Enhanced Billing Mode. What’s so enhanced about it?
    The level of support from AS is generally poor.
    Always seeking to fob you off to expensive third party service providers.
    Get your act together AS and listen to the pleas of support from your users.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer

    January 2018

    Actionstep empowers me. It gives me the capacity to do great things in developing my law practice.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have been able to develop an online legal services business, all aspects of which are handled by Actionstep, including an online form to collect client information and instructions, document assembly, email assembly, an online portal for the secure delivery and acceptance of electronic documents, and even integration with other online services. It really is the complete package.

    Pros

    Flexibility. Whole most legal software packages bundle up what the provider thinks most law firms will want, Actionstep makes it possible for the lawyer to create precisely what the lawyer needs for their particular area of law and style of practice.

    Cons

    While flexibility makes this package extremely powerful, it does require decisions to be made, ideas to be developed and processes to be created. This can be hard work at times, which can become a burden in the early stages of setting up.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Natalie from Counter Tax Lawyers

    Number of employees: 11-50 employees

    December 2017

    Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.

    Pros

    Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too.

    We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed.

    In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.

    Cons

    Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports.

    Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task.

    When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm¿s ability to grow and deliver better value to your clients.

    We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Tony from AW2 Arkkitehdit Oy

    Number of employees: 11-50 employees

    November 2017

    The best all in one workflow management system around

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software has allowed me to simplify management of my business, keeping all of the information I need to operate in a single location. When I was employing staff it recorded all of their time against the relevant projects, reported taxes due, kept all client details, kept a record of all projects I had undertaken, allowed me to look back on projects to aid in costing of prospective projects.

    Pros

    That you are able to operate your whole business on the one platform. Everything from the initial client contact through to completion of services, incorporating a single place to track all project related emails, time tracking for employees, easy billing process, tracking of invoices, creditors, production of financial reports, outstanding billing reports and numerous other customisable options.

    Cons

    The only downside I can think are that it is a little expensive (but then I am only a sole trader now not working full time, so if I was working this business full time then I would probably feel differently on this factor)
    It is generally easy to use, but maybe not as intuitive as programmes like Xero or MYOB, but that said I feel this system does a hell of a lot more than they do.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lisa from Derr & Villarreal LLC

    Number of employees: 2-10 employees

    August 2017

    Actionstep has been a fantastic software tool for our business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We've benefited from more sophisticated CRM as well as automating tasks associated with each step in a workflow. The entire team knows exactly what's going on in any case with the click of a mouse.

    Pros

    Love how everything relating to a client emails, documents, notes, calendar is all in one place. Plus reasonable cost even for small firm. We like integration with gmail.

    Cons

    We're waiting for integration of accounting software which is the last piece of the puzzle. Wish we could have faster upload/download times for documents. But that could be a function of cap of internet speed in a rural area.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Jinny from County Government

    August 2017

    This product does everything that we were hoping for!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature and how deeply the product integrates with Microsoft Office Suite. Not having to type each document from scratch saves so much time!

    I personally enjoy how highly customizable the product is. I'm constantly pleasantly surprised to find new features it has that make my life easier. Some may complain that you need a third party firm to get you off of the ground and running, but I set up the entire system for my team by just reading their User Guide and talking to customer support.

    The price was another selling point for us. We're a local county government agency operating on a small budget so this price tag works well within what we could afford. The customer support is phenomenal. They try very hard to make their customers (or potential customers) very happy. Having our cases in a secure cloud means that we can work from anywhere which has greatly improved the way that we work.

    I would definitely recommend this product to anyone who is looking to get away from paper files and who wants to learn how technology can make your life easier and more organized.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Catherine from Blackburn Law Firm, PLLC

    Number of employees: 2-10 employees

    July 2017

    This software is extremely difficult to use. It pretty much requires programmers to manage.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    None. It turned out to be too hard to use. When I wanted to move to a different software, I could not export any emails.

    Pros

    Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails.

    Cons

    The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Hi Catherine. Thank you for taking the time to provide your feedback, and I¿m very sorry you haven¿t had a great experience. In response to your points you raised: Actionstep allows you to export all of your data at any time, including e-mails. You can read more about this on our user guide. Data is exported in a standard format, but unfortunately it is beyond our control as to whether or not this information can be imported into another system. Actionstep is a highly customizable system and we do understand that this means it can take quite a bit of time to get up and running. However, the time you spend up-front tailoring the workflow to your needs will pay back over and over again in the efficiencies you will gain. We do understand that not everyone has the time to learn a new system and that is why we have a network of trained consultants that can assist. We will be in touch to discuss this further and see what we can do to help. Thanks again for the feedback.

  • Shelby from Eight & Sand

    Number of employees: 2-10 employees

    June 2017

    made our transition smooth and was a pleasure to work with!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Customizable to our specific needs, dashboard is aesthetically pleasing; features are on-point. Still learning all the nuances.

    Cons

    Set up without consultants was a bit tricky and tedious, export/import was not as hard as the sales team led us to believe.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you for the feedback Shelby!

  • Joey from Judy Morris and Associates

    Number of employees: 2-10 employees

    May 2017

    Efficient product. Friendly support staff.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Actionstep has streamlined our processes. The user friendly software, makes it easy for all that use it, from entering data, document storage, with the microsoft office plug in. Simplifying the accounting process. Customization of information to be displayed in the matter home screen, viewing all relevant data at a glance. Numerous relevant matter/trust/accounting report. Frequent webinars on a variety of topics and user guide with videos that help in staff training.

    Cons

    Currently no cons with using the software. So far the software has not only saved time with the company, but has also streamlined our processes.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thanks for taking the time to review us Joey!

  • Deirdre from JW Solicitors

    Number of employees: 2-10 employees

    May 2017

    Very happy with the system, easy to use and very intuitive and good support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Saved money and improved efficiency and file management

    Pros

    Can see progress at a glance. Homepage displays work done and alerts. The accounts package is comprehensive. The system is very good value for money and you are not locked into an annual contract.

    Cons

    There are no cons that I can comment on so far. Apart from setting up standard letters and templates which take some time to master and do not have the time to learn at the moment.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you Deirdre

  • Donna from Florida Professional Law Group, PLLC

    Number of employees: 2-10 employees

    April 2017

    Actionstep is the friendliest accounting software I have used in 23 years.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I love the fact that since 2013 the developers are always improving the software to make it more user friendly.

    Pros

    The reverse process of the checks.

    Cons

    I don't like that the checks for costs filter to the settlement step.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you for the feedback Donna!

  • vinh from Legal Care Australia

    April 2017

    Love Actionstep. Best software and far more superior than Leap

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Thanks Actionstep for a great program and great support service. In particular, our of Actionstep always professional, courtesy and friendly. Great job!!

    Pros

    flexibility, customised fields, easy to use

    Cons

    have more workflow matter type available so that starting up does not take too much time setting up system

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thanks for great feedback Vinh !

  • Peter from Lawyers Conveyancing

    Number of employees: 2-10 employees

    April 2017

    Why I love ActionStep - Australian Lawyer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    After making my own practice management system (in the 1990's before there were any commercially made products available) and then trying numerous products over the years, I have finally settled upon ActionStep as the ultimate system. Why? Because ActionStep is the first to provide me with a set of tools, as well as a framework, so that I can customise the system as I please. I don't want to be told what's available in a system, and why it operates the way it does. I want to know what a system is capable of, and how I can make it do what I want it to do. ActionStep is the only system to gives me this freedom. On top of this ActionStep is secure, robust and easy to learn, and support is always there. I ask my own clients to review the service they have received from me, and I'm always pleased when a client is so satisfied as to write a review. So, when one of my providers gives me a product and service that exceeds my expectations, and continues to deliver with support and improvements, I feel duty-bound to let everyone know.

    Pros

    Its power, security and ease of use.

    Cons

    Can't think of any.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you Peter!

  • Michael from Fairmax Law

    Number of employees: 11-50 employees

    April 2017

    Actionstep and Ryan Barsanti are amazing!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    i've been able to expand my law firm to another state, and double my caseload without having to add any staff; all due to Actionstep. It is unbelievable. It does everything you need, and it does things that you didn't even know you needed. This is the best investement i have ever made.

    Pros

    it does everything i need, and there are no drawbacks whatsoever.

    Cons

    nothing. it is beyond perfect.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Michael, thanks so much for taking the time to review us.

  • Regan from Regan Peggs Solicitors

    March 2017

    Perfect for expanding businesses.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Mine is a small firm that needs to keep an eye on overheads, but operate as efficiently and flexibly as possible. Actionstep has proven to be the perfect platform for us. It is easy to use, and the workflows can be adjusted easily as our needs change. In addition, the team at Advantage BA are always on hand to carry out additional training or provide support. I have used many more complicated and expensive platforms, and would not consider returning to them.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you the kind feedback Regan.

  • Brahm from Brahm Dorst Law Corporation

    Number of employees: 2-10 employees

    March 2017

    Actionstep - Best Document Assembly, Versatile Workflows and Calendering

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Of the products that I've tried, I found Actionstep to have the best document assembly, most comprehensive workflow system, versatile calendering and deadlining, and excellent outlook integration. The price is a tad higher compared to competitors, and because there is so much functionality, the learning curve and set-up time is a bit steeper, but in the long term it will enable incredible efficiency. For example, I converted my precedents for a chambers application to enforce a judgment against real property, and can now draft a chambers application, including Notice of Application, draft order and supporting Affidavits, in less than 2 minutes, perfectly drafted without any manual drafting needed (assuming that the relevant property identifier and party information has already been entered correctly). Now in theory, you could do the same thing with some other systems like CLIO (but not MyCase) and I have done it in CLIO. But it required a lot of custom field data and conditional logic, and so templates become very complex and unreadable and only work if certain assumptions are true (i.e. only one client, or limited number of Defendants). I spent a lot of time testing various law firm management systems, but I think that I have finally settled on Actionstep. I initially had been using CLIO which I chose without much research. After one year, CLIO's task lists and legal calender systems were proving to clumsy and inflexible for my litigation practice. I need to define deadlines backwards from a future date, i.e. 90 days before trial serve expert reports. Also, if my trial date gets adjourned, I want all the linked deadlines to move with the trial dates, and if my matter settles, I want to be able to remove all of the associated deadlines from my calendar. CLIO didn't do this, so I started researching new options and moved to MyCase because it had a very intuitive and functional workflow and calendering that did what I wanted, and was well priced with the cheaper subscriptions for support staff available. However, I soon became frustrated with MyCase because the document assembly was extremely weak compared to CLIO. Finally, I moved to Actionstep and found that it had all of the workflow and calendering functionality that I wanted, combined with document assembly that is extremely robust and powerful. If powerful document assembly is important to you, I strongly recommend Actionstep.

    Pros

    Document Assembly. Outlook Integration. Integrated workflows and calendaring. Knowledge-base and Wiki built in. Ability to associate more than one contact of a given type to a file (I often have files with more than one client, i.e. husband and wife).

    Cons

    A bit more expensive. Steeper learning curve because of all the features.

    Review Source: Capterra

    Response: Actionstep Software, Actionstep New Zealand Ltd.

    July 2017

    Thank you for the feedback Brahm!

  • Malinda from Elder Law of East Tennessee

    Number of employees: 11-50 employees

    March 2017

    Lots to love about this program

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features. What we love: - Workflows that are customized for different types of cases - Customized tasks that are automatically assigned to particular employees - Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.) - Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board - Newsfeed-style case notes with tag options to identify notes as "important," "call," etc. - Document folders with powerful search feature to easily locate documents - Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases - Ability to create letter and other document templates that pre-populate cases - Document portal that allows clients and other parties to securely exchange documents with the firm - Fantastic support staff and easy-to-follow tutorials The most challenging aspect of ActionStep is the initial setup (hence my three-star rating for "ease of use"). There is no sugar-coating it: the downside of all those wonderful customizable features is that someone in your organization has to do all the customizing. It's a lengthy process, and the initial data migration can also be time-consuming, but the friendly support staff are available to assist throughout the process. For us the end result has been well worth the challenging setup process. The ActionStep developers are constantly working on improvements to the program, including ways to make it integrate with other types of software and responding to users' suggestions. Occasionally the updates cause hiccups in the system, but they are typically short-lived. We genuinely appreciate the drive to improve the product and the responsiveness to users' wishes.

    Pros

    - Workflows that are customized for different types of cases
    - Customized tasks that are automatically assigned to particular employees
    - Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
    - Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
    - Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
    - Document folders with powerful search feature to easily locate documents
    - Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
    - Ability to create letter and other document templates that pre-populate cases
    - Document portal that allows clients and other parties to securely exchange documents with the firm
    - Fantastic support staff and easy-to-follow tutorials

    Cons

    - Challenging initial setup (customization of features)
    - Cumbersome process to unlock encrypted zip files after backup request
    - Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep

    Review Source: Capterra
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