Actionstep
Actionstep is legal practice management software that supports work from client intake through case resolution.
What Actionstep is
Actionstep is legal practice management software that supports work from client intake through case resolution. Its Practice Management plan includes matter and case management, intake and form management, document management and assembly, a client portal, workflow automation, billing, and trust accounting. Separate Legal Accounting or an add-on can extend the offering with general ledger, banking and reconciliation, accounts payable and receivable, trust accounting, payments, and financial reporting; Legal Accounting is available only in North America. Optional modules include Builder for document templates and matter-data population, Capture for intake forms and document collection, Trace for passive activity capture and AI-drafted time narratives, and Acumen for dashboards and analytics questions. Actionstep connects with Microsoft Office 365 and provides mobile apps for Android and iOS. Its security details include AWS, multi-factor authentication, single sign-on, and a completed SOC 2 Type 2 examination. Pricing is available on request. No free plan, free tier, free trial, or refund policy is stated in the provided facts.
Good
- Automates workflows from intake to resolution
- Includes client portal and intake forms
- Supports trust accounting and billing
- Offers Android and iOS mobile apps
Watch out
- No free plan or free tier stated
- Pricing is available on request
- Legal Accounting is limited to North America
Who it suits
Actionstep suits legal practices seeking intake, case management, document, billing, and accounting tools in one platform. Its mobile apps support firms whose users need Android or iOS access.
Verdict
Actionstep covers legal matter workflows and offers accounting and specialist modules as additions or separate options. Practices should confirm pricing and module needs, especially if they require Legal Accounting outside North America.
Plans and prices
From Actionstep's own pricing page, checked 27 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Practice Management | Priced on request | Priced per user plus implementation fees · Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting |
| Legal Accounting | Priced on request | Available separately or as an addition to practice management; only available in North America · General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments |
| Builder | Priced on request | Add-on module priced per user plus implementation fees · Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration |
| Capture | Priced on request | Add-on module priced per user plus implementation fees · Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping |
| Trace – AI Time Capture | — | Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module |
| Acumen – Embedded Analytics | — | Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access |
| Trace - AI Time Capture | Priced on request | Add-on module priced per user plus implementation fees |
| Acumen - Embedded Analytics | Priced on request | Add-on module priced per user plus implementation fees |
The facts
Each one read from Actionstep's own pages, with the date it was checked.
What it does
- Accounting scope
- Legal Accounting includes general ledger, banking, accounts payable, trust accounting, and reporting.checked 27 Sep 2026
- Admin access
- Single Sign On and Federated Single Sign On are listed features.checked 27 Sep 2026
- Analytics encryption
- Acumen uses encrypted data at rest and in transit.checked 27 Sep 2026
- Client intake
- Yeschecked 21 Sep 2026
- Client portal
- The client portal supports secure updates, billing, and information sharing.checked 27 Sep 2026
- Document automation
- Documents and emails can be personalized and generated in seconds.checked 27 Sep 2026
- Integrations
- The platform provides access to powerful integrations and connects with Microsoft Office 365.checked 27 Sep 2026
- Pricing model
- Practice Management and Legal Accounting are priced per user plus implementation fees.checked 27 Sep 2026
- Security certification
- Actionstep completed a SOC 2 Type 2 examination.checked 27 Sep 2026
- Security controls
- Security includes AWS, multi-factor authentication, and single sign-on.checked 27 Sep 2026
- Support channels
- The site provides a Help Center, Contact Support, and System Status links.checked 27 Sep 2026
- Time tracking
- Yeschecked 21 Sep 2026
- Trust accounting
- Yeschecked 21 Sep 2026
- Workflow automation
- Workflows can be automated from client intake to case resolution.checked 27 Sep 2026
Money
- Billing and payments
- Yeschecked 21 Sep 2026
- Free plan
- Nochecked 21 Sep 2026
- Free tier
- No free plan or free tier is stated on the provided pages.checked 27 Sep 2026
- Trial and refund
- No free trial or refund policy is stated on the provided pages.checked 27 Sep 2026
The company
- Company location
- Actionstep lists an address in Denver, Colorado, United States.checked 27 Sep 2026
- Company phone
- The listed phone number is (800) 257-4042.checked 27 Sep 2026
- Headquarters
- Denver, Colorado, United Stateschecked 28 Sep 2026
Where it runs
- Mobile apps
- Yeschecked 21 Sep 2026
- Mobile platforms
- The Actionstep Mobile App is available for iOS and Android.checked 27 Sep 2026
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