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Actionstep Logo

Cloud-based legal practice management tool for law firms.

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Actionstep - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: December 2025

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

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Pros & Cons

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Practice Management

Billing and Invoicing

Client Document Portal

Customer Support

Pricing

Law Firm Management

Actionstep’s user interface

Ease of use rating:

Actionstep pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(9)
3-4(58)
5(68)

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

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Who uses Actionstep?

Based on 135 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Law Practice
Legal Services
Accounting
Insurance
Others

Use cases

Law Practice Management
Billing and Invoicing
Trust Accounting
Case Management
Legal Case Management

Actionstep's key features

Most critical features, based on insights from Actionstep users:

Document management
Billing & invoicing
Time tracking
Legal case management
Third-Party integrations
Case management

All Actionstep features

Features rating:

Calendar management
Case notes
Client management
Billable items tracking
Automatic billing
Document generation
Expense tracking
Invoice management
SSL security
Task management
Trust accounting
Access controls/permissions
Reporting & statistics
Customizable fields
Contact management
Accounting
Email management
Document templates
Customizable templates
Time & expense tracking
Backup and recovery
Workflow management
Project management
Productivity tools
Process/Workflow automation
Performance metrics
Payment processing
Online payments
Online invoicing
Multi-Currency
Mobile payments
Mobile app
Mobile access
Invoice processing
API
Invoice history
Invoice creation
HR management
Hourly billing
General ledger
Customizable forms
Version control
Two-Factor authentication
Accounting integration
Accrual accounting
Tax management
Tax calculation
Task scheduling
Task progress tracking
Activity dashboard
Activity tracking
Secure data storage
Search/Filter
Alerts/Notifications
Reminders
Recurring/Subscription billing
Records management
Receipt management
Real-Time reporting
Real-Time data
Projections
Bank reconciliation
Customer statements
Cross Ledger Posting
CRM
Credit card processing
Contract/License management
Contingency billing
Billable & non-billable hours
Contact database
Conflict management
Compliance management
Communication management
Collaboration tools
Client portal
Billing portal
Check writing
Billing rate management
Bulk send
Business process automation
Full text search
Forms management
For legal professionals
Financial management
File sharing
Fee Calculation & Posting
Archiving & retention
Employee management
Asset accounting
Electronic payments
Audit trail
Document storage
Automatic backup
Document capture
Document automation
Docket management
Deadline management
Data import/export
Customizable reports
Customizable invoices

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Actionstep pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Practice Management

Empty state illustration for "No pricing info"

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

Empty state illustration for "No pricing info"

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.

“The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.”
AG

Andrew G.

Director

“The search feature is fantastic, I like the website design, I like the customer service.”
KD

Kelci D.

paralegal

Actionstep integrations (33)

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.

Gmail logo
Gmail

Integration rating: 5.0 (1)

Realize that AS spent significant time integrating Outlook but for us, the Gmail integration could be significantly improved.

LD

Lisa D.

Partner

8am LawPay logo
8am LawPay

Integration rating: 1.0 (1)

The portal to pay will only display new charges owed and not any past due charges and they have told me they will not fix this really major issue

PH

Peter H.

Office Manager

Xero logo
Xero

Integration rating: 3.0 (2)

Dropbox Business logo
Dropbox Business

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Google Drive logo
Google Drive

Integration rating: 5.0 (1)

Integration rating: 2.0 (1)

Actionstep customer support

What do users say about Actionstep customer support?

Customer support rating:

We analyzed 38 verified user reviews to identify positive and negative aspects of Actionstep customer support.

A fair number of users find the support staff accessible, responsive, and willing to go above and beyond to resolve issues.

A number of users report slow response times, difficulty reaching support by phone, and being referred to costly third-party consultants.

Support options

Faqs/forum
Knowledge base
Phone support
Email/help desk
Chat

Training options

Videos
Webinars
Live online
In person
Documentation

To see what individual users say about Actionstep's customer support, check out the review snippets below.

“The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features. ”

MJ

Malinda J.

Systems Manager

“The only criticism is the lack of detail in the user guide, but that is made up for by the support, which is truly excellent, they really go "above and beyond".”

JR

Jean R.

Practice manager

“Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their support team 24-48 hours after you have contacted them.”

PH

Peter H.

Office Manager

Actionstep FAQs

Q. Who are the typical users of Actionstep?

Actionstep has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Small Business

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Q. What languages does Actionstep support?

Actionstep supports the following languages:
English


Q. Does Actionstep support mobile devices?

Actionstep supports the following devices:
Android, iPad, iPhone


Q. Does Actionstep offer an API?

Yes, Actionstep has an API available for use.


Q. What level of support does Actionstep offer?

Actionstep offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk, Chat

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