Actionstep
Actionstep is a comprehensive cloud-based legal practice management platform designed specifically for midsize law firms.
Our verdict
Who it's for
Modern, adaptable legal practice management software for midsize law firms, powered by intuitive automation and AI.
Who should look elsewhere
Specific pricing details are not publicly available, requiring direct contact for quotes.
Pros
- +Comprehensive platform combining practice management and legal accounting.
- +AI features are operationally focused, enhancing efficiency and data integrity without compromising privacy.
- +Designed specifically for midsize law firms, addressing their unique needs and scalability.
- +Automates repetitive tasks and standardizes processes, improving consistency and compliance.
- +Cloud-based accessibility allows for remote work and real-time updates.
Cons
- −Specific pricing details are not publicly available, requiring direct contact for quotes.
- −The extensive feature set might have a learning curve for new users.
- −Primarily targets midsize law firms, potentially less suitable for very small or very large enterprises.
Key features
- ✓Workflow Automation
- ✓Matter Management
- ✓Document Management
- ✓Document Automation
- ✓Legal Accounting (Multi-currency general ledger, banking, financial reporting)
- ✓Billing and Invoice Management
- ✓Time Tracking (multiple timers, passive capture)
- ✓Client Portal
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Practice Management | — | month | Matter & Case Management; Client Intake & Form Management; Document Management, Assembly, & Storage |
| Legal Accounting | — | month | Multi-Currency General Ledger; Banking Transactions & Reconciliation; Profit & Loss Statements |
| Practice Management (with integrated accounting) | — | month | Matter & Case Management; Client Intake & Form Management; Document Management, Assembly, & Storage |
| Builder (Add-on module) | — | month | Easy-to-use template builder for letters, forms, and contracts; Auto-populate documents with real-time matter data; Dynamic logic and conditional fields |
| Capture (Add-on module) | — | month | Create stylized forms with customized fields; Embed webforms in your firm’s website without code or a web designer; Collect multiple documents and contacts in just one form |