Actionstep is cloud-based practice management software for law firms, covering matters, billing, trust accounting, and client intake.
Actionstep is a cloud-based practice management platform for law firms, built to connect matter management, client communication, and firm accounting into one system rather than requiring firms to stitch together separate tools. It was created in 2004 in New Zealand and has since expanded internationally, with its North American operations based in Denver, Colorado, alongside offices in Australia, the UK, and New Zealand.
The company reports serving over 5,000 law firms worldwide, spanning more than a dozen practice specialties including family law, immigration, personal injury, real estate, and intellectual property.
On the practice management side, Actionstep covers matter and case management, workflow automation, document management, calendaring, email management, a client portal, client intake, and a mobile app. On the financial side, it handles billing, time tracking, trust accounting, payment processing, invoice management, and financial reporting — trust accounting in particular is a common requirement for law firms that Actionstep builds in natively.
A separate Builder module handles document automation, assembling legal documents from templates with conditional logic and Microsoft Word integration, cutting down manual drafting work. Actionstep also markets AI-assisted capabilities for time capture, document filing, and client intake.
Actionstep does not publish flat pricing. Its core Practice Management and Legal Accounting (North America only) products, plus add-on modules like Builder (document automation) and Capture (web forms/intake), are each priced per user plus implementation fees, and firms need to request a quote or book a demo to get exact numbers.
Actionstep doesn't publish pricing. Practice Management, Legal Accounting, and add-on modules are each priced per user plus implementation fees, available by requesting a quote.
Yes, trust accounting is included as part of its financial operations features alongside billing, time tracking, and invoicing.
Yes. Actionstep operates in New Zealand, Australia, the UK, and the US, though its Legal Accounting module is North America only.