# Actionstep Software Reviews, Demo & Pricing - 2026 > Review of Actionstep Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/legal/actionstep-profile --- [Home](https://www.softwareadvice.com/) / [Law Practice Management Software](https://www.softwareadvice.com/legal/law-practice-management-comparison/) / Actionstep Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/actionstep-profile/reviews/)[Alternatives](https://www.softwareadvice.com/accounting/actionstep-profile/alternatives/) # Actionstep 2026: Benefits, Features & Pricing 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Actionstep 4.2 [(135)](https://www.softwareadvice.com/accounting/actionstep-profile/reviews/) 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. Wondering if Actionstep is right for your practice? Our Law Practice Management Software selection experts can help you in 15 minutes or less. ## Actionstep User Interface ## Popular Actionstep Alternatives Main Product Actionstep 4.2 [(135)](https://www.softwareadvice.com/accounting/actionstep-profile/reviews/) Ratings Breakdown - 3.85Ease of use - 3.94Value for money - 3.88Customer support - 4.05Functionality Pricing Available upon request Get Price Alternative Product [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.7 [(1737)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.52Value for money - 4.69Customer support - 4.48Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [LEAP](https://www.softwareadvice.com/product/20175-LEAP/) 4.3 [(542)](https://www.softwareadvice.com/product/20175-LEAP/reviews/) Ratings Breakdown - 4.16Ease of use - 3.99Value for money - 4.19Customer support - 4.16Functionality Pricing Available upon request Get Price Alternative Product [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) 4.6 [(791)](https://www.softwareadvice.com/legal/mycase-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.54Value for money - 4.59Customer support - 4.42Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Smokeball](https://www.softwareadvice.com/legal/smokeball-profile/) 4.8 [(358)](https://www.softwareadvice.com/legal/smokeball-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.54Value for money - 4.72Customer support - 4.65Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Neos](https://www.softwareadvice.com/legal/needles-profile/) 4.4 [(202)](https://www.softwareadvice.com/legal/needles-profile/reviews/) Ratings Breakdown - 4.35Ease of use - 4.25Value for money - 4.40Customer support - 4.21Functionality Pricing Starting at $109.00 per month Get Price ## 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 Read More 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 Read More Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Automation Workflow Management ## Actionstep Integrations HubSpot CRM Integration rated undefined from -1 review LawToolBox Integration rated undefined from -1 review LawConnect Integration rated undefined from -1 review LawGro Integration rated undefined from -1 review EffortlessLegal Integration rated undefined from -1 review Smith.ai Integration rated undefined from -1 review See all 28 integrations ## Actionstep User Reviews Overall Rating 4.2 Ratings Breakdown 5 50% 4 33% 3 10% 2 3% 1 4% 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 5 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 3 Ease of use 5 Value for money 5 Customer support 5 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 Read More MD Mike D. Verified reviewer Law Practice 2-10 employees Used daily for more than 2 years Review source Reviewed November 2025 Mostly Good 4 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 4 Ease of use 4 Value for money 3 Customer support 4 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. Read More PH Peter H. Verified reviewer Legal Services 2-10 employees Used daily for less than 12 months Review source Reviewed March 2022 Upsides: File Management Downsides: Software Bugs, Customer Service, Integrations, and Set-up Costs 3 Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their support team 24-48 hours after you have contacted them. They have never answered the phone when I've called for immediate support, so I've stop trying this and just email even though i feel like for the amount we are paying we should be receiving quicker support. Ratings Breakdown 4 Ease of use 3 Value for money 2 Customer support 3 Functionality Pros: We like the matter dashboard a lot and it's probably the firms favorite feature since all the most important information is readily available. Cons: INTEGRATIONS: If you're looking to switch to AS because of the integrations they offer make sure they actually work exactly how you intend them to. Lawpay: If you use lawpay their integration is useless since it only grabs new charges and does not include any past due amounts. I brought this up because we really wanted this to function, but we were told they would not fix the issue. InfoTrack - One of the reasons we switched to AS and they don't actually integrate in US, even though their website states they do... Outlook - The bottom bar of the desktop version may not bill the correct amount. I asked for this to be fixed since it's easier to use this bar than the right bar they have, but it's been over 9 months... BILLING: If you close your billing at the end of the month be prepared to manually enter Trust payments to allocate the funds on the closing date and not for the next billing cycle, since the automated billing will automatically post these payments on the date you are running them, not on the date which you wish will be allocated. Another feature I have brought up, but essentially fell on deaf ears. If you work with probate matters where you don't bill your time, so you input a $0 amount, and you have matters that weren't worked on for the month, you cannot filter out between the two, so you'll end up printing bills for all matters. This is something i asked to have fixed in July 2021 and have yet to hear back regarding a fix (3/3/22) Reasons for switching to Actionstep The our previous Client management software had a very poorly built practice management system, but had a really robust billing system Vendor Response Hi Peter, Thank you for your feedback. I have passed this on to our product team. I have also passed on your details to our Customer Success Manager who will reach out to you to find solutions for these pain points. Thanks, Matt Replied June 2022 Read More LD Lisa D. Verified reviewer Law Practice 2-10 employees Used daily for more than 2 years Reviewed November 2023 Excellent CRM for lawyers! 5 Overall, this is a terrific product worth purchasing! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More 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 4 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 3 Ease of use 3 Value for money 4 Customer support 3 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 Read More BD 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 5 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 4 Ease of use 5 Value for money 4 Customer support 4 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 Read More DK 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. 4 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 2 Ease of use 4 Value for money 4 Customer support 3 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 Read More NM 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 5 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 4 Ease of use 5 Value for money 4 Customer support 4 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 Read More HT 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. 4 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 5 Ease of use 4 Value for money 3 Customer support 4 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. Read More HP Holly P. Verified reviewer Accounting 2-10 employees Used weekly for less than 6 months Review source Reviewed April 2025 Very Detailed and Customizable CRM 4 I am a new user but so far I have used it to mange my client base and it is more than what I need. Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: In depth features and options. I like the workflows option Cons: Quite intensive user set up is needed in order to maximize the potential Read More Showing 1 - 10 of 135 Reviews [See All Reviews](https://www.softwareadvice.com/accounting/actionstep-profile/reviews/) ## Actionstep Popular Comparisons [Clio vs Actionstep](https://www.softwareadvice.com/accounting/actionstep-profile/vs/clio-legal/)[LEAP vs Actionstep](https://www.softwareadvice.com/compare/6638-actionstep/vs/20175-LEAP/)[8am MyCase vs Actionstep](https://www.softwareadvice.com/accounting/actionstep-profile/vs/mycase/)[Smokeball vs Actionstep](https://www.softwareadvice.com/accounting/actionstep-profile/vs/smokeball/)[Neos vs Actionstep](https://www.softwareadvice.com/accounting/actionstep-profile/vs/needles/)[CARET Legal vs Actionstep](https://www.softwareadvice.com/compare/6638-actionstep/vs/87569-CARET-Legal/)[Filevine vs Actionstep](https://www.softwareadvice.com/accounting/actionstep-profile/vs/filevine/) [Compare All Alternatives](https://www.softwareadvice.com/accounting/actionstep-profile/alternatives/) ## Other Top Recommended Law Practice Management Software [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1737) Recently recommended **363** times [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) **4.7** (527) Recently recommended **340** times [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) **4.4** (286) Recently recommended **308** times [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) **4.6** (791) Recently recommended **237** times Stuck Between Options? 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