Actionstep

Actionstep is a cloud-based legal practice management and legal accounting platform that connects and automates the operational work of midsize law firms.

Key features and functions include:

Matter Management
Matter workflows, templates, task automation, and status reporting to help move matters forward efficiently.

Client Management and Client Portal
Automated client communications and a client-facing portal for secure sharing of matter updates, billing, and documents.

Billing, Trust Accounting, and Financial Reporting
Legal billing, multi-currency general ledger accounting, trust/client accounting, and financial reporting built for law firm compliance requirements.

Time Tracking
Time capture from any screen, including support for multiple concurrent timers and matter-linked notes.

Document Management and Automation
Centralized storage and editing of legal documents, along with template-based generation of documents, letters, and emails. A separate add-on module, Builder, extends document automation with conditional logic and Microsoft Word integration.

Workflow and Process Automation
Tools to standardize and automate repetitive firm processes.

Client Intake and Conflict Check
Automated capture of new client information and conflict-of-interest checking.

Marketing, CRM, and Reporting
Lead capture, client relationship management, and reporting on productivity, finances, and client data.

Actionstep Intelligence (AI Features)
AI capabilities embedded across the platform rather than offered as a separate product. Current features include AI-driven time and revenue capture, which passively tracks billable activity across Actionstep, Outlook, and Word and drafts bill narratives, and AI-powered business intelligence, which allows users to query firm data in plain language for insight into matter profitability, billing trends, and team performance.