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Actionstep

Actionstep is a flexible, cloud-based solution that offers growing law firms sophisticated document management, customizable workflows and full accounting.

Actionstep Rating:
4.7/5

Features

  • Customer Experience & Support - 7.5/10
    7.5/10
  • Pricing & Value - 8/10
    8/10
  • Security - 9/10
    9/10
  • Innovation & Future-Proofing - 8.5/10
    8.5/10
Comments Rating 5 (4 reviews)
Details

Rating Breakdown

Our Rating: 4.1/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 5/5 (based on 4 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.7/5

The composite rating is a weighted average of our rating and the community ratings below.

Actionstep is a cloud-based solution for growing law firms with 1-50 users looking for a customizable workflow process. It provides attorneys with comprehensive solutions and flexibility to tailor their workflows. Actionstep is also good for highly organized document management and full accounting.

More About Actionstep

Actionstep is a robust practice management system that boasts a lot of features needed by small firms. You can manage both front-of-house and back-of-house with this program, covering everything from accounting and billing to email and document management. Its accounting software can replace any software you may be using now, as it includes check printing, cash and accrual options, sales tax, templates, and much more. Its client billing features allow you to take payments, bill by time or a fixed rate, track expenses, and more. You can also fully manage trust accounts. Its trust accounting tools, reports, and controls help you navigate strict rules and stay compliant. Communicate with clients via their secure client portal where you can send secure documents, chat in real-time, and more. Each matter has its own email inbox and outbox so that you can easily keep track of all correspondence within the matter. If you prefer using Gmail or Outlook, you can integrate your account to stay on top of file notes, tasks, documents, and more. Actionstep also features a QuickBooks integration, or you can choose to use Actionstep’s fully integrated accounting module. Document management is built right into each matter, so you can save documents locally within the matter file as opposed to saving them in a separate document folder. Your files are automatically backed up on Actionstep. You also have the option to integrate with Box, Dropbox, or Google Drive to save your files. Although their mobile app doesn’t grant you full access to all of Actionstep’s features, you can track time, file notes, access matter details, and more.

Actionstep Pricing

Actionstep offers 3 different pricing tiers:

  • Actionstep Express allows you to get up and running with your law practice management at $49/user/month paid annually or $59/user/month paid monthly.
  • Actionstep Pro offers more customization and automation features at $89/user/month paid annually or $99/user/month paid monthly.
  • Actionstep Enterprise includes all the features of Actionstep pro plus integrated general ledge accounting. You will have to reach out to get a quote for this tier.

If you want to learn more about Actionstep, you can sign up for a free trial and demo, no credit card required.

Actionstep Features

Website
www.actionstep.com
Starting Cost
$49/user/month
Apps
  • Web
Installation
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • Box
  • Bundledocs
  • Dropbox
  • Gmail
  • Google Drive
  • HotDocs
  • InfoTrack
  • LawToolBox
  • Microsoft Office for Windows
  • NetDocuments
  • QuickBooks Online
  • Xero
  • Zapier
Open API
Image of Actionstep Law Practice Management Software

4 Actionstep Community Reviews

  1. Avatar Amelia G. says:

    Standout Software - We love ActionStep

    We are a 3 attorney elder law firm. Total of 15 employees. Actionstep has vastly improved our efficiency and has been the foundation of significant firm growth. The customizable features enable employees to communicate with one another and address clients’ needs while minimizing disruptions and reducing the tendency to “reinvent the wheel.” What we love: workflows can be customized for different types of matters. Tasks are automatically assigned to staff when a new matter is created and as major steps within the matter are completed. The case dashboard serves as a “one stop shop” for all essential info related to each matter, so even staff who are out of the loop know where to go to address clients’ inquiries and track down info. Contact records exist independently of matters but are linked to matters, so updates such as change of address or phone number are applied system-wide. Newsfeed-style case notes with tag options keep staff informed about new developments and make it easy to sort and search notes. Document folders create storage space for each matter that is consistent and easily searchable. The system integrates with MS Office (Word, Excel, Power Point, Outlook), enabling matter data to be merged into documents and e-mails and allowing users to assign e-mails from Outlook to matters in Actionstep. Calendar integration with Office 365 is also possible. Word and Excel templates with built-in merge fields are pre-populated in the document folders of each matter for fast and error-free document generation. Documents may be exchanged securely with clients and other interested parties via the secure portal , and access to the portal by outside parties may be fine-tuned. Support staff at ActionStep are accessible and friendly.
    The most challenging aspect of Actionstep is the initial setup. The program has powerful flexibility and customizable features but someone must do all the customizing unless you purchase an “add on” through the ActionStep marketplace. Customizing can be done in-house if you have a reliable, tech-savvy person and the ability to map out your workflows. If you don’t have time, tech savvy, or a clear sense of your workflow, it’s best to work with an Actionstep consultant to assist with the initial setup and data migration. Actionstep support staff are available to assist throughout the process of set up and migration. For our firm the end result has been well worth the initial investment of time and energy to set up the processes. We have highly increased productivity, and our attorneys can handle a larger caseload while delegating more effectively to support staff. We aren’t putting out fires and can take nice vacations.

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  2. Avatar Katherine T. says:

    Robust and Adaptable!

    I run a small firm with staff who work remotely. I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. (I am a former CPA, so the accounting functionality was important for me.) We have been able to get our bills out more quickly and my bookkeeper loves it. The user interface is clean and the response rate is rapid. Information is so much easier to find in Actionstep than in the program we used before (PCLaw). The search function is powerful. The program is very adaptable to almost any type of practice.

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  3. Avatar Craig L. says:

    Great for Specialty Firms

    My practice consists of Real Estate and Collections. It does not fall within a general “litigation” program. Actionstep allows the user to create a flowchart with step-by-step guidance for any variety of cases. Perfect for foreclosures, bankruptcies, etc. Customer service is great from start to finish and the price can’t be beat!

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  4. Avatar Julie K. says:

    Easy & User Friendly

    We have had Actionstep at my firm for over 2 years now. I started right after they made the switch to AS. I was able to learn the program very quick. I have taught multiple interns and new employees and they pick it up super fast. I would say they are comfortable using on their own in just a day or two. I personally love the microsoft plug in. Being able to attach emails to cases is really great. I’m able to see emails the attorneys or other legal assistants have sent or received. It is great for keeping on top of the case status.

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