Actionstep is a cloud-based solution for growing law firms with 5-50 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.

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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. 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 Features

Image of Actionstep Law Practice Management Software

Starting Price
Web app
Email Client
Client/Contact Mgmt
Case/Matter Mgmt
Task Management
Secure Portal
Conflict Checking
Document Mgmt
Document Assembly
Billing & Invoicing
Online Payments
Trust Accounting
Basic Bookkeeping
Full Accounting


law practice management software comparison chart

Feature Comparison Chart

See all the key features for all the law practice management software options in our directory.

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Actionstep Rating:


  • 7.5/10
    Customer Experience & Support - 7.5/10
  • 8/10
    Pricing & Value - 8/10
  • 9/10
    Security - 9/10
  • 8.5/10
    Innovation & Future-Proofing - 8.5/10
Comments Rating 5 (3 reviews)

Rating Breakdown

Our Rating: 4/5

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 3 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.

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3 Community Reviews

  1. Julie Kimbro 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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  2. Craig Lesok 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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  3. Katherine Taylor 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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