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Actionstep
5
68
4
45
3
13
2
4
1
5
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.
Table of Contents
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Actionstep - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Actionstep overview
What is Actionstep?
Actionstep is a cloud-based law practice management platform designed to streamline processes and enhance productivity for legal professionals. Offering powerful workflow automation, it allows firms to automate steps across their operations, from client intake to case resolution. Key features include matter management, workflows, pre-made templates, and task automation. Its document management system provides secure, centralized access to legal files, while document automation enables the swift creation of personalized documents and emails.
The platform provides integrated calendaring helps legal professionals track appointments, hearings, and deadlines, paired with reporting tools that boost profitability. Additional features include seamless integration with Microsoft Office 365, email management for streamlined communications, and template management for fast, accurate document creation. Actionstep also provides mobile applications for Android and iOS devices that helps streamline on-the-go workload management, ensuring legal professionals can stay connected and productive anytime, anywhere.
Starting price
Alternatives
with better value for money
Pros & Cons
Practice Management
Client Document Portal
Customer Support
Pricing
Law Firm Management
Actionstep’s user interface
Actionstep pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.9
Features
4.1
Ease of use
3.9
Customer support
3.9
Reviews sentiment
What do users say about Actionstep?
I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers
Select to learn more
Who uses Actionstep?
Based on 135 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Actionstep's key features
Most critical features, based on insights from Actionstep users:
All Actionstep features
Features rating:
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Actionstep pricing
Pricing plans
Pricing details:
Practice Management
No pricing info
Features included:
- Matter & Case Management
- Client Intake & Form Management
- Document Management, Assembly, & Storage
- Client Relationship Management
- Client Portal
- Custom Business Reporting
- Marketing & Business Development
- Client Communication
- Advanced Calendaring
- Task and Process Management
- Data Management
- Workflow Automation
- Core Accounting Tools
- Financial Reporting
- Microsoft Office Connection
- Access to Powerful Integrations
- Enterprise-Level Security
- Access to Support Team & Resources
- Time Capture
- Time Suggestions
- Time Sheets
- Comprehensive Billing
- Trust Accounting
- Client Accounting
- Compliance Standards
Legal Accounting Platform
No pricing info
Features included:
- Multi-Currency General Ledger
- Banking Transactions & Reconciliation
- Profit & Loss Statements
- Expense and Disbursement Management
- Accounts Payable & Receivable
- Financial Reporting
- Cashflow Management
- Budgeting
- Forecasting
- Revenue Recognition
- Payments
- Comprehensive accounting in the cloud
User opinions about Actionstep price and value
Value for money rating:
To see what individual users think of Actionstep's price and value, check out the review snippets below.
Mike D.
Principal
Holly P.
Owner
Actionstep integrations (27)
Integrations rated by users
We looked at 135 user reviews to identify which products are mentioned as Actionstep integrations and how users feel about them.
Integration rating: 1.5 (4)
“Ease of managing information that we use to bill.”
Quinon B.
Principal Attorney
Integration rating: 3.7 (4)
Integration rating: 5.0 (3)
“We use Zapier to connect our boards and automate some of our projects.”
Patricia D.
Manager Business Administration
Integration rating: 5.0 (3)
“To keep information about proposals”
Hector J.
Account Manager
Integration rating: 5.0 (3)
“merged to Word. For many clients I setup what I call a 3-D merge. Where it would first merge which documents, then merge contact information into the selected documents. A really great thing.”
Micky R.
Operations Manager
Actionstep customer support
What do users say about Actionstep customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of Actionstep customer support.
A number of users say Actionstep support staff are responsive, knowledgeable, and go above and beyond to resolve issues.
Multiple users appreciate that support is accessible via webinars, phone, and chat, and issues are handled quickly and efficiently.
A subset of reviewers report slow response times, difficulty reaching support by phone, and frequent redirection to costly consultants.
Select users mention inconsistent support quality, lack of after-hours help, and frustration with apathetic or unhelpful staff.
Support options
Training options
To see what individual users say about Actionstep's customer support, check out the review snippets below.
“The support staff is very responsive and will try to thoroughly understand and address the issues for us.”
Jennifer B.
Bookkeeper/Financial Reporting
“They have never answered the phone when I've called for immediate support, so I've stop trying this and just email even though i feel like for the amount we are paying we should be receiving quicker support.”
Peter H.
Office Manager
“I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers”
charmaine c.
Practice Manager
Actionstep FAQs
Q. Does Actionstep support mobile devices?
Actionstep supports the following devices:
iPhone, Android, iPad
Q. What level of support does Actionstep offer?
Actionstep offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk, Chat
