Best For

For business-minded law firms who want to simplify how they work, automate their unique processes and optimize their legal output.

Product Details

Actionstep is an intelligent, cloud-based practice management solution for future-focused law firms & professionals. Ideally suited to firms with 1-50 users, Actionstep is unique in its ability to customize workflows and automate processes to suit your law practice. Together with sophisticated matter management, CRM, time-tracking & billing, Actionstep is a fully-featured solution that provides next level practice management for law firms. Try a free demo today to learn more.

Contact Details

Actionstep Software

http://www.actionstep.com

Founded in 2004

Located in United States

Matter-Level Billing
Matter Screen
Scratchpad

Starting Price

  • $59.00/month/user

Free Demo

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Actionstep Features

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Account Tracking
Calendar Management
Case Management
Client Statements
Document Management
Expense Tracking
Retainer Billing
Time Tracking
Billing & Invoicing
Calendar Management
Case Notes
Client Management
Conflict Management
Contract Management
Docket Management
Document Management
Email management
Expense Tracking
Task Management
Time Tracking
Trust Accounting
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Actionstep Reviews

Showing 5 of 85 reviews
Overall
4.5/5
Ease of Use
4/5
Customer Service
4/5
Avatar Image
Carol W.
Attorney
Legal Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
July 15, 2019

“Lots of Customization options, but lacking some basic common sense”

OverallMixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.
ProsFor a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.
ConsFirst, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up.

Vendor Response

By Actionstep Software on July 25, 2019
Carol - thanks for taking the time to write the review. We really appreciate your positive comments about Actionstep - particularly regarding transparency and Microsoft Office Integration. You have a number of suggestions which I am going to take to our product development team - hearing feedback like this is really helpful for us in planning out future product development work. We will be in touch with you directly to discuss these further. Thanks again.
Reviewer Source 
Source: Capterra
July 15, 2019
Avatar Image
Natalie W.
Tax Counsel
Law Practice, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 21, 2017

“Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients”

OverallWe are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.
ProsActionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.
ConsActionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.
Reviewer Source 
Source: Capterra
December 21, 2017
Brahm D.
Lawyer
Law Practice, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
March 14, 2017

“Actionstep - Best Document Assembly, Versatile Workflows and Calendering”

OverallOf 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.
ProsDocument 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).
ConsA bit more expensive. Steeper learning curve because of all the features.

Vendor Response

By Actionstep Software on July 23, 2017
Thank you for the feedback Brahm!
Source: Capterra
March 14, 2017
Malinda J.
Systems Manager
Law Practice, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 6, 2017

“Lots to love about this program”

OverallOverall 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.
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
Source: Capterra
March 6, 2017
Jennifer H.
Civil Attorney
Law Practice, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
1/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
July 15, 2019

“Great Features with Not So Great Service”

OverallOverall it's been a decent system. There is room for improvement, but ultimately it does give you a lot of customization for a better price than a lot of cloud based services out there.
ProsYou can customize it according to your needs, including custom reports and exports. It's easy to use on a daily basis and has an attractive platform that is well organized. It has it's own document storage, so you don't have to use two different programs/services to get it to work (such as box or another doc storage service) It does conflict checks and syncs with e-mail so you can assign e-mails as you send/receive them to the matter they are relevant to.
ConsThe customer support is terrible. Response time has been poor. When there is a response, it typically is, refer to the on-line manual. My spouse is an IT person, so I'm fairly computer program savvy. So I don't contact tech support unless I've gone through everything in the manual and tried everything I can think of first. When that is met with "look at the manual" it's beyond frustrating. Once we get past that, it usually doesn't take them long to get the issue resolved or walk me through what needs to be done to achieve the goal. Also, in order to use the macros letters/documents where information auto-populates from your case into the letter or document, you pretty much have to be a computer programmer to get that to work.

Vendor Response

By Actionstep Software on July 18, 2019
Jennifer, thanks for your feedback. I appreciate your positive comments and I am very sorry about your experience with our support team. That is certainly not how we intend to operate. Client satisfaction is our number one priority and we obviously dropped the ball here. We will use your feedback to improve our support.
Reviewer Source 
Source: Capterra
July 15, 2019