Who Uses This Software?

Law Firms, Professional Services, Government and Corporate in-house legal teams. Investigations and Compliance Groups.


Average Ratings

26 Reviews
  • 4.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $60.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Actionstep Software
  • www.actionstep.com
  • Founded 2004
  • United States

About This Software

If power and functionality are what you need, then look no further. Actionstep is the most powerful cloud based practice management software available. It includes all the features you need to run your entire firm (front and back office), and you can use the built-in workflow engine to automate your processes, emails, documents, and more. Turn your firm into an efficient and sustainable business. Start a free trial today to find out more.


Features Checklist

  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

Product Reviews

Actionstep - Best Document Assembly, Versatile Workflows and Calendering

Mar 13, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Document Assembly. Outlook Integration. Integrated workflows and calendaring. Knowledge-base and Wiki built in. Ability to associate more than one contact of a given type to a file (I often have files with more than one client, i.e. husband and wife).

Cons: A bit more expensive. Steeper learning curve because of all the features.

Overall: Of the products that I've tried, I found Actionstep to have the best document assembly, most comprehensive workflow system, versatile calendering and deadlining, and excellent outlook integration. The price is a tad higher compared to competitors, and because there is so much functionality, the learning curve and set-up time is a bit steeper, but in the long term it will enable incredible efficiency. For example, I converted my precedents for a chambers application to enforce a judgment against real property, and can now draft a chambers application, including Notice of Application, draft order and supporting Affidavits, in less than 2 minutes, perfectly drafted without any manual drafting needed (assuming that the relevant property identifier and party information has already been entered correctly). Now in theory, you could do the same thing with some other systems like CLIO (but not MyCase) and I have done it in CLIO. But it required a lot of custom field data and conditional logic, and so templates become very complex and unreadable and only work if certain assumptions are true (i.e. only one client, or limited number of Defendants).

I spent a lot of time testing various law firm management systems, but I think that I have finally settled on Actionstep. I initially had been using CLIO which I chose without much research. After one year, CLIO's task lists and legal calender systems were proving to clumsy and inflexible for my litigation practice. I need to define deadlines backwards from a future date, i.e. 90 days before trial serve expert reports. Also, if my trial date gets adjourned, I want all the linked deadlines to move with the trial dates, and if my matter settles, I want to be able to remove all of the associated deadlines from my calendar. CLIO didn't do this, so I started researching new options and moved to MyCase because it had a very intuitive and functional workflow and calendering that did what I wanted, and was well priced with the cheaper subscriptions for support staff available. However, I soon became frustrated with MyCase because the document assembly was extremely weak compared to CLIO. Finally, I moved to Actionstep and found that it had all of the workflow and calendering functionality that I wanted, combined with document assembly that is extremely robust and powerful.

If powerful document assembly is important to you, I strongly recommend Actionstep.

Lots to love about this program

Mar 09, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: - Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

Cons: - Challenging initial setup (customization of features)
- Cumbersome process to unlock encrypted zip files after backup request
- Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep

Overall: Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. 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.

What we love:
- Workflows that are customized for different types of cases
- Customized tasks that are automatically assigned to particular employees
- Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.)
- Contact records that exist independently of cases but may be linked to cases -- so updating a contact applies changes across the board
- Newsfeed-style case notes with tag options to identify notes as "important," "call," etc.
- Document folders with powerful search feature to easily locate documents
- Integration with MS Office (Word, Excel, Power Point, Outlook) that allows case data to be merged into documents and e-mails and allows users to assign e-mails to cases
- Ability to create letter and other document templates that pre-populate cases
- Document portal that allows clients and other parties to securely exchange documents with the firm
- Fantastic support staff and easy-to-follow tutorials

The most challenging aspect of ActionStep is the initial setup (hence my three-star rating for "ease of use"). There is no sugar-coating it: the downside of all those wonderful customizable features is that someone in your organization has to do all the customizing. It's a lengthy process, and the initial data migration can also be time-consuming, but the friendly support staff are available to assist throughout the process. For us the end result has been well worth the challenging setup process.

The ActionStep developers are constantly working on improvements to the program, including ways to make it integrate with other types of software and responding to users' suggestions. Occasionally the updates cause hiccups in the system, but they are typically short-lived. We genuinely appreciate the drive to improve the product and the responsiveness to users' wishes.

Difficult to use and terrible support

Aug 18, 2016
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Pros: The software has some powerful features.

Cons: The support is terrible. Unless you have the resources to dedicate an FTE to working on implementation, getting ActionStep up and running is a nightmare. Rather than help you, if you call with questions, the staff is consistently annoyed and will often send you an outdated video as opposed to answering your questions

Overall: ActionStep has many interesting features and theoretically it can help you run your practice. The software, however, is incredible cluncky. There is nothing intuitive about ActionStep and the support team is apathetic and unhelpful.

Recommendations to other buyers: Consider any other option before purchasing ActionStep.

Vendor Response

by Actionstep Software on October 02, 2016

Hi Sam. Thank you for taking the time to provide feedback. I'm sorry that your experience hasn't been up to our standards. Please e-mail us at support@actionstep.com with your details, and we will get in touch to discuss your concerns.

moved from LEAP to Actionstep - very pleased

Jul 24, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: $60 per month per user, compared to $197 per user per month for LEAP. That's it's 100% browser based and it integrates with Xero, Dropbox, Gmail and MS Office. It's incredibly customisable and workflows rock.

Cons: On the desktop, nothing really - it's doing everything we wanted.
The mobile IOS app is in alpha and needs serious attention to bring it up to par with the LEAP equivalent.

Overall: We moved 4 staff and ~ 70 active matters from LEAP to Actionstep and could not be more pleased.
We transitionedin stages, using AS for the shorter matters before fully committing to a transition. This allowed us to ensure everything work just right and gave staff a shallow on-ramp for the new system.

Recommendations to other buyers: Get a system integrator to help set it up. It's then easy to adapt as you need. We used Workcloud in Adelaide, South Australia.

Vendor Response

by Actionstep Software on October 02, 2016

Hi Darren. Thank you very much for the feedback!

Best Practice Management Software for running your practice as a checklist/process

Jan 21, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: If you want a practice management system that actually will ensure you do not miss a step when undertaking a certain piece of legal work, then ActionStep is your best solution. I have tried other practice management solutions, but none of them take the unique approach of allowing you to drive each of your client matters in a series of logical steps/actions so you do not miss any essential task when carrying out a legal process.

The cons are that it can take some time to set up your own processes. There is a fair bit of learning involved and the user guide can be hard to follow at times. But they are developing this continually and when in doubt you can raise a help ticket and their team get back to you fairly promptly.

If you do not love setting up systems, I would engage someone to do this for you (I believe they have consultants who can help with this). The payoff of having a checklisted process with powerful document assembly is huge and will really make your practice more efficient.

I do not run a trust account so cannot comment on the accounting feature, but I do generate my bills and this is fairly simple. I can generate a bill and email it to a client in a matter of minutes. And unlike other practice management systems, I can use my exact .docx template as the basis for my bill - I am not limited by a particular bill format. The integration with Xero also works well for me.

I would have given this five stars if there was better integration with other apps, like Gmail, but I understand that integration with Zapier is forthcoming in Q1 of 2016 which will make this a very powerful system. Looking forward to that enhanced capability.'

Overall, I have been using the system for several years and would not move to anything else because there is no other product that I am aware of that has the built-in action-based logic for different matter types like ActionStep has.

Vendor Response

by Actionstep Software on October 02, 2016

Thank you for the feedback Mark.

Five Years On

Jan 21, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Five years ago I had what many thought was a mid life crisis when I upped stumps from a firm where I was the longest standing partner and decided to go alone. The first decision this IT illiterate had to make was what software would I use to help run my new firm. I considered everything from a bureau service to a server based system . By luck I chose ActionStep. At that point I had 2 users neither of whom had any experience with a cloud based system let alone ActionStep. Next month I will have 10 including my wife and our accountant
Fortunately for us we had a dream run with ActionStep and every day we find another feature which helps us run an efficient and profitable firm . For a 50 (odd) year old who before he went it alone was still completing time sheets manually the software has been a breeze to operate and better still a highly effective low entry and ongoing cost option

Vendor Response

by Actionstep Software on October 02, 2016

Thank you for taking the time to give us your feedback, Graeme.

Action Step

Oct 20, 2015
4/5
Overall
3 / 5
Ease of Use
4 / 5
Customer Support

Comments: Yje integration of time/trust/workflow is good. The integration with outside products can be clunky eg MS Office - only works with 2013.

Vendor Response

by Actionstep Software on October 17, 2015

We do support MS Office versions 2013 and higher.

Customer feedback driven

Oct 19, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Process-based, cust feedback driven, good interfaces (hotdocs, outlook, MSword etc.). Excellent support service and dedicated CEO.
Cons: material learning curve.

Great concept, bad implementation

Oct 08, 2015
3/5
Overall
2 / 5
Ease of Use
1 / 5
Customer Support

Comments: I used ActionStep for about 6 months, the support starts off as very helpful but towards the end I had a support ticket that went 2 months without being touched. The help guides are (very) slowly being updated and often calling support is the only way to figure out an answer.

I love the concept of workflows, CRM, and business accounting all in one. I hope they get up to speed and can provide the support to match their concept. I may look into it again in a couple years if the support and ease of use improve dramatically.

Vendor Response

by Actionstep Software on October 05, 2015

Schuyler, I'm really sorry to hear about your experience with our support team. We clearly dropped the ball here and for that we apologise. We really do take customer support very seriously and we will learn and improve from this incident. Thanks for taking the time to submit review.

An Above Standard Process-Based Solution for Services

Jun 20, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Actionstep offers to users the possibility to focus on the added-values activities by automating other ones.

Anything recurrent can be captured and standardized, enhancing efficiency and decreasing the risk of mistakes.

It requires time to get accustomed to it but once it is done, it works very well and the support service is truly reactive and helpful.

Also, Actionstep listens to its customers (e.g. via user groups) and dedicates time and resources to innovation (useful plugins), which keeps it and its users, few steps ahead.

I would definitely recommend it.

Cloud legal practice management with the functionality of premise-based applications

Mar 16, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The breadth and depth of Actionstep¿s features are quite impressive for a cloud-based SaaS (Software-as-a-Service) product. Its functionality can compete with the best of the premise-based practice management programs, and it has the "any time, anywhere" advantages of a cloud-based system.

It offers unlimited custom case fields by practice type, so you can automatically have a statute of limitations field in a PI case and an Estate Plan Type in an Estate Planning matter. All fields can be used to merge documents and emails(!) using Actionstep¿s internal merge function or HotDocs.

Your standard tasks and document/email merges can be created automatically as the case proceeds from one step to the next, so that when a bankruptcy case is filed a letter to the client with the 341 meeting date, time, and place is created automatically.

Views can show filtered lists of cases, tasks, or appointments that need your attention. Any of these lists (think PI cases that have outstanding medical records requests, overdue high-priority tasks, or all court dates in the next 30 days) can be emailed to you automatically each day so you can prepare for your day if you schedule the email in the morning, or the next day if you schedule the email at night, without having to log into Actionstep.

Because Actionstep has such a wide range of features, it can be challenging to configure it for your practice and to learn how to use it, but that's true whenever you compare a program with more functions (think Word) to one with fewer functions (think Notepad). If you don't need the additional functionality, stick with the simplest solution that meets your needs. But if you do need the additional functionality (case management, document/email management, billing, and accounting), then you may want to consider hiring a consultant to guide you through the implementation. (Do you prepare your own tax return or do you hire an accountant?) Full disclosure: We are an Actionstep Certified Consultant/Partner.

There's nothing else on the market that has Actionstep's range of functionality in a cloud-based practice management system that can be configured for the specific needs of different practice areas, and tailored to an individual firm's practices and procedures. If you¿re looking for a complete end-to-end practice management solution, especially if you don't want the cost and potential headaches of a local area network, you should take a look at Actionstep.

Ideally Suited to our Business

Mar 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been a user of Actionstep since 2005 as well as being actively involved in the customisation of the version that we use in our franchised builder network. I have found the Actionstep software platform to be ideally suited to our business in many ways and it is now an integral part of how we conduct many aspects, including sales, process and task management, financials etc. It is an extremely valuable tool for us, which I believe we would find very difficult to replicate.

A business necessity

Mar 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have used ActionStep for 7 years. It is an indispensable tool to the running of our business. Most of our staff work remotely and ActionStep enables them to do this easily. We could not be happier with the functionality and features of the product, nor with the customer service.

Great for start-ups

Mar 22, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Actionstep is a complete practice management package.

Client and matter management, accounting and invoicing are easily set-up. The plentiful, other features require a little more to set-up.

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".

Great, Easy to Use System

Mar 15, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Actionstep in our business for over a year now and it has been simple, easy and has helped us with our monitoring and storage of cases.

Any issues or enquires we have had are always handled quickly and efficiently by the support team.

I would highly recommend this system to anyone thinking of using it.

Welcome addition for UK law firms

Mar 15, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We moved to ActionStep from a well-known cloud-based practice management system about a year ago. Although we are a small firm, the reality is that even small law firms have their share of admin and the need to demonstrate good procedures. We found that the other systems aimed at small law firms were certainly simple, but were too short on functionality. The biggest improvement for us was finally moving to a system which had a fully integrated accounts system. We also noticed big improvements when it came to extracting and reporting on data.

ActionStep includes a very full set of features which would cater for much bigger organisations. This does mean that the initial set-up requires some thought and we'd recommend having a consultant guide you through the steps. It is possible to take things a step at a time, and the level of effort and complexity is proportionate the the benefits of the system. Our previous system was possible to use pretty much out-of-the-box, but we fairly quickly found that it didn't have the sophistication to do some fairly basic things.

The workflow capabilities are a sound way to ensure that we adhere properly to procedures such as conflict searches, setting up new clients and new matters. By leading a user through the steps, there's no need to rely on the users having to remember to follow a policy document. Our office manual was over 100 pages long, but many of the requirements are now built into ActionStep. The trick is not to over-engineer this. You want a workflow which supports your work, not one which requires all the stars to line up before you can successfully start a new project.

ActionStep is a new entrant to the UK market, with an HQ in New Zealand and operations in the US. There is now a local UK presence and we've also found that the NZ team are very adaptable to handling requests from the UK. Our consultant managed to be chirpy on the phone even when I knew we were calling in the very early hours of her morning.

We've seen several significant new features rolled out during our use, so we're pleased with the ongoing investment in improvements. The latest time recording system has proved very popular in our office.

There are a few features which the accounting system doesn't handle compared to our previous system (such as automatically posting VAT returns to HMRC) but the gaps have proved very minor compared to the gains from having the accounts system fully integrated with matter management.

Comprehensive accounting and legal practice software

Mar 15, 2015
5/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Overall this software is fantastic. It combines accounting, billing and file/case management. If you need a system that does everything in one package and lets you keep tabs on all the moving parts- then this software is for you. On the other hand, possibly due to the myriad of features it offers, be prepared to put in LOTS of time in pre-start up familiarisation and preparation. It is a steep learning curve. I would recommend that one person be put in charge of the project when starting out. That person must watch the various webinars they offer and read the manuals etc. This will really help. They offer a service to set up the system. You will need this. Whilst it is tough at the beginning, friendly help is always readily available and in the end you will find that the system is really convenient, easy to use and is worth all the effort.

Flexible functionality to support all areas of the business

Mar 15, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I run a small sales and marketing consulting company. Actionstep is the first product that allows me to run sales pipelines for multiple clients with different sales processes. The product can be used to manage all aspects of my business including sales, marketing, HR, accounts. The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change. It does require a bit of thought and effort to set it up, but that is more than offset by the on going advantages its flexibility delivers.

Actionstep one stop online package

Mar 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Action Step helps us efficiently manage all our franchises with advanced functions such as workflow management, accounting and payroll management. Action step also provide us and our franchises partners with high end customised reporting features. Did I mention the support? The support team is wonderful and knowledgeable!

Actionstep for a Service based company

Mar 28, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Actionstep has influenced major changes to the methods and processes that Climate Control Services use in our daily operation. Our database of clients, their equipment and work history was all previously held and maintained in a paper filing system. This information is now stored electronically through Actionstep and is accessible to anyone with our permission from any location. Searching a client history through Actionstep is far easier than a manual search of paper files. The time saving and improvement in accuracy of our processes involved with the operation of a busy service department are invaluable. The Actionstep back up and support has been an influential factor in our adoption and use of the package.

A Game Changer

Mar 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We¿ve found Actionstep to be highly valuable in helping us to manage and maintain customer guarantees, data storage and billings across literally thousands of customers. It provides a communication storage platform that absolutely delivers a level of integrity and reliability that our customer and us require in a professional environment.
I¿d be only too happy to recommend Actionstep to any entity wishing to lift their game to ultimately deliver a better customer satisfaction level.

Easy to use legal practise management solution

Mar 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It is a complete integrated business solution for legal firms and that makes it very easy to use no matter where our staff are located. Also because it is cloud based we are always using the latest version of the software.

Time Recording Upgrade is a Big Improvement

Mar 12, 2015
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Actionstep has a lot of features which is generally great but it can be quite challenging at times to figure out how to use it all. Up until recently the time recording function was not very user friendly, however with the release a few months ago this has totally changed, and for the better. They do seem to listen to their clients.
Pros: Tons of features
Cons: Figuring out how to use all those features :)