Actionstep
UnclaimedModern, adaptable legal practice management software for midsize law firms, powered by intuitive automation and AI.
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TL;DR - Actionstep
- All-in-one legal practice management and accounting for midsize law firms.
- Automates workflows, documents, billing, and client communication with integrated AI.
- Provides real-time insights into firm performance and profitability while ensuring data security.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
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 AutomationMatter ManagementDocument ManagementDocument AutomationLegal Accounting (Multi-currency general ledger, banking, financial reporting)Billing and Invoice ManagementTime Tracking (multiple timers, passive capture)Client Portal
Pricing Plans
Practice Management
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- 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
- billing
- core accounting
Legal Accounting
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- 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
Practice Management (with integrated accounting)
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- 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
- Microsoft Office Connection
- Access to Powerful Integrations
- Enterprise-Level Security
- Access to Support Team & Resources
- Time Capture & Time Sheets
- Time Suggestions
- Comprehensive Billing
- Trust Accounting / Client Accounting
- General Ledger
- Profit & Loss
- Accounts Payable & Receivable
- Banking Transactions & Reconciliation
- Financial Reporting
- Compliance Standards
Builder (Add-on module)
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- Easy-to-use template builder for letters, forms, and contracts
- Auto-populate documents with real-time matter data
- Dynamic logic and conditional fields
- Integration with Microsoft Word
Capture (Add-on module)
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- 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
- Customize the branding of your forms with your firm’s logo, colors, and style elements
- See all forms across your firm and their status in a single view dashboard
About Actionstep
By Toolradar Team·
Actionstep is a comprehensive cloud-based legal practice management platform designed specifically for midsize law firms. It unifies legal practice management and legal accounting features into a single system, helping firms streamline operations, enhance client satisfaction, and improve profitability. The platform leverages intuitive automation and AI to connect and organize all aspects of a law firm's work, from client intake and matter management to billing and financial reporting.
Actionstep aims to transform law practices into top-performing businesses by automating administrative tasks, accelerating operational processes, and providing real-time insights. It offers a full suite of tools for workflow automation, document management, time tracking, billing, and client communication, all accessible from anywhere. The integrated AI, branded as Actionstep Intelligence, focuses on operational improvements like passive time capture, AI-assisted intake, and data integrity, rather than broad generative AI, ensuring data privacy and security.
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Actionstep FAQ
How does Actionstep Intelligence ensure data privacy and security for law firms?
Actionstep Intelligence guarantees that your firm's data never trains its AI models or any third-party models. Your information is never shared to inform other firms or for product development. All AI interactions occur within your secure Actionstep environment, and every feature complies with Actionstep’s security and governance framework, including its SOC 2 Type 2 certification.
What is the primary focus of Actionstep's AI capabilities compared to general generative AI tools?
Actionstep's AI, Actionstep Intelligence, is 'operational first, generative second.' It prioritizes AI that improves throughput, removes bottlenecks, and controls risk within a law firm's operations. While it can assist with document volume and research, its core focus is on optimizing control, clarity, and profitability through features like passive time capture, AI-assisted intake, and data integrity, rather than broad generative text creation.
Can Actionstep integrate with existing tools my law firm uses, particularly Microsoft Office?
Yes, Actionstep is designed to integrate with existing tools. It offers specific matter management features that integrate with Microsoft Office 365 to maintain high productivity. The platform is built to allow connections to other tools your firm relies on, ensuring a unified operational environment.
How does Actionstep assist with managing client funds and ensuring compliance?
Actionstep includes dedicated Trust Accounting / Client Accounting software that is cloud-based. This feature helps law firms carefully manage client funds and ensures compliance with regulatory standards through robust financial reporting and validation checks before invoices are sent out.
What specific benefits do the AI Workflow Agents provide for firm operations?
AI Workflow Agents in Actionstep are designed to keep processes moving efficiently. They can update data, create and complete tasks, analyze matter performance, seek approvals, update stakeholders, and prompt next steps based on triggers defined and controlled by the firm. This automation ensures human approval at critical junctures while streamlining routine operations.
Source: actionstep.com