Actionstep
Description
Actionstep is a cloud-based legal practice management platform built for law firms that want to streamline both front-office and back-office operations. It brings together client intake, matter handling, document automation, time tracking, billing, trust accounting and reporting into one unified system.
The platform adapts to a law firm’s unique workflows so that routine work is automated and nothing slips through the cracks. With its legal-specific design the software helps firms focus less on admin and more on delivering legal service. In short, Actionstep gives law firms one place to run their practice efficiently and grow sustainably.
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Features
Features
✅ Matter management with templates, tasks, status tracking and centralized history
✅ Workflow automation that configures and executes your firm’s processes from intake to resolution
✅ Document management and automation to generate letters, forms, contracts and emails quickly
✅ Time tracking, billing and legal accounting with trust accounting, invoicing and financial reports tailored for law firms
✅ Client intake, CRM and client portal tools to engage new matters, communicate with clients, and capture key data
✅ Compliance, reporting and data management to oversee firm operations, monitor performance and stay audit-ready
✅ Workflow automation that configures and executes your firm’s processes from intake to resolution
✅ Document management and automation to generate letters, forms, contracts and emails quickly
✅ Time tracking, billing and legal accounting with trust accounting, invoicing and financial reports tailored for law firms
✅ Client intake, CRM and client portal tools to engage new matters, communicate with clients, and capture key data
✅ Compliance, reporting and data management to oversee firm operations, monitor performance and stay audit-ready
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