Actionstep

Actionstep is a law firm management platform that connects, organizes, and automates all the work that happens at midsize law firms. Actionstep empowers firms to get total control over their future success. Our law firm management platform is built to adapt to a firm’s unique strengths and goals, supporting firms to modernize and build a firm advantage in the legal marketplace. With connected features, like client intake, matter management, document management, time tracking, billing, accounting, and business reporting, Actionstep equips firms to do their work efficiently, delight clients, manage firm profitability, grow and oversee your firm.

For midsize law firms seeking streamlined operations and comprehensive insights into their firm’s activities, Actionstep is the solution. Actionstep connects and automates processes across practices, fosters connectivity, and offers full-scale practice and accounting capabilities within a single, user-friendly platform. Their core platform helps law firms drive success.  

• They are specifically designed for midsize law firms
• Actionstep connects and automates across the practice
• Full practice and accounting capabilities in one platform

Actionstep was founded in 2004 and is based in Virginia, US. Actionstep received an investment from Serent Capital in 2020, and has since then made significant investments in organic growth and acquisitions. Their primary customer base is boutique and mixed-practice law firms. They acquired LawMaster in 2022, and FilePro and Soluno in 2023.