--- title: "Actionstep Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Actionstep the right Legal Document Management solution for you? Explore 135 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/139923/Actionstep/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Actionstep 4.2 (134) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of Actionstep Ease of use 3.9 Customer Service 3.9 ## Pros and Cons in Reviews MD Mike D PrincipalLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't.“ November 23, 2025 MD Mike D PrincipalLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age.“ November 23, 2025 HT Himanshu Jasvantray T SolicitorLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available.“ November 13, 2024 RV Rebecca V LawyerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged exorbitant fees or referred to their affiliates, one that I was referred to had no idea and the templates were multi coloured font colours, then referred to another who was an "owner" of Actionstep... once I identified their business model ... signing everyone up, limited contact support, and the assistance you get is so generic, that eventually forces you to sign up to the outsiders that are actually insiders.“ June 26, 2024 RV Rebecca V LawyerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up.“ June 26, 2024 SW Spencer W DirectorLegal Services, 11 - 50 employeesUsed the software for: More than 2 years. “It seems entirely unsuitable for any level of law firm. Although we would have been forced to something better with our growth, the only one benefit they had was low cost, and whilst that might still seem partly true, the functionality requires costly integration and it ends up more expensive.“ November 30, 2023 LD Lisa D PartnerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “The client management and task automation is incredibly helpful.“ November 13, 2023 LD Lisa D PartnerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS system.“ November 13, 2023 ## Showing most helpful reviews Showing 1-25 of 134 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Principal Used the software for: 3-5 years ### "Mostly Good " November 26, 2025 4.0 It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't. Pros Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting. Cons The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age. Review Source R Reviewer Tax Counsel Used the software for: 3-5 years ### "Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients" December 22, 2017 5.0 We 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. Pros Actionstep 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. Cons Actionstep 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. Review Source OO Ozzy O. Director of IT Used the software for: 3-5 years ### "Actionstep Workflows" February 28, 2020 5.0 We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made. Pros Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily. Cons The home screen dashboard can use some design updates with relevant information. Review Source R Reviewer Office Manager Used the software for: 3-5 years ### "A Great Case Management Concent but Lots of Bugs and Poor Customer Service" February 7, 2023 2.0 It has helped to automate case management and save time but the system is very glitchy and constantly "breaks". They offer little support and constantly direct customer to hire expensive "consultants" to address issues that their support should provide. Pros Workflow automation, task creation and automated emails Cons Setting up the system to integrate with office procedures is difficult and very expensive. Setting up is not user-friendly and will cost over $20,000 for even the smallest of offices. They are constantly making changes to the system which always breaks something else. Their support is poor to none. Had we not invested so much already into this system, we would look for something else. Lots of "promises" with no delivery. This product could be the best there is if they would just make what they have actually "WORK". Review Source R Reviewer Attorney Used the software for: 3-5 years ### "Small NY Metro Area Law Firm, T&E" August 21, 2020 5.0 We find it perfectly fits our needs. Pros Comprehensive features, simple interface Cons Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants. Review Source R Reviewer Owner Used the software for: 3-5 years ### "Great Product" November 20, 2023 5.0 Pros I use this for my estate planning, probate, and elder law practice. The system has built in workflows, which I appreciate, and it grows with my firm. I like the client portal very much and the way I can track documents that I share with my clients and vice versa. Very easy to track my paralegal's work as well. Cons It does take time to learn and customize. Even with all that I use, I am not using it to its fullest capacity. Review Source R Reviewer Director Used the software for: Less than 1 year ### "Hopeless Customer Service - Technical Staff not technical - Accounts do not work" September 7, 2020 1.0 Poor experience. The salespeople were nice and I believe genuine. The techo people are not trained in real technical problems and use the excuse of putting something to the 'development' team. I am not sure the development team exists. Am on hold now for 25 minutes while I wait for someone with a small understanding to talk to me. Pros 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. Cons My accounts simply do not work. I cannot bill clients. I cannot receipt monies. I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them. Review Source R Reviewer Business Coordinator Used the software for: Less than 1 year ### "Actionstep Review December 2019" December 11, 2019 4.0 The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff. Pros That its online. That its simple (mostly) to use. That parts of it are customisable. The support. Cons The trust administration functionality isn't the best. Infinity was much better!!! Review Source R Reviewer Legal Assistant Used the software for: Less than 1 year ### "Best switch our office could have made" December 4, 2019 5.0 Everyone has gone above and beyond to make sure our team is thoroughly trained, and assures they are always a phone call away if ever we have questions. That kind of support is hard to find. Pros The ease of integration between Actionstep and Office software has been very useful. The two programs work seamlessly with each other. Cons The only con is the lack of an integration between Actionstep and Adobe software. Review Source R Reviewer Senior Administrator Used the software for: 3-5 years ### "You receive what you give" April 28, 2022 4.0 Pros Almost all of our working processes have moved into Actionstep, with some changes and pruning along the way. Setting up the system takes a lot of thought and input, but you are rewarded for your efforts, as once your data is in place, it's very easy to manage and use. I particularly like the amount of customization that is possible - as well as the regular product updates, which add interesting features. Cons It can be difficult to use data for reports, where some data does not interact usually within the system. It's necessary on our end to use other software to review statistics and to report. Exporting the data in order to facilitate this is very easy, however. Review Source R Reviewer President and Founder Used the software for: 1-3 years ### "Great product . . . gets better all the time." October 9, 2018 4.0 We have been able to get our bills out more quickly. Information is so much easier to find in Action Step than in the program we used before. The search function is powerful. Pros The program is very configurable. What that means is that there is a higher learning curve than other cloud based programs, but I am willing to spend the time to learn if the product provides what I need. I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. The Enhanced Billing Module was vast improvement over the previous billing capability. The user interface is clean and the response rate is rapid. My bookkeeper loves it. Cons The reports list needs to be more user friendly, and there needs to be more standard accounting reports available. The CRM features are not very well suited to my practice. The creation of a "workflow" is very complicated. Review Source R Reviewer Systems Manager Used the software for: 1-3 years ### "Lots to love about this program" March 9, 2017 4.0 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. 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 Review Source R Reviewer CEO/attorney Used the software for: 3-5 years ### "It works!" March 30, 2023 5.0 Pros It has a bit of a learning curve to get started, more so than some others, but it's not terrible (and I am not a techie); then it just \*works\*. I've been very happy with it, get great customer service when I have a question, and do not know why everyone isn't using it. Cons I wish it did automatic contingency fee billing and that the contacts in a company were more integrated with the company (but that may be my problem and not the software). Review Source R Reviewer Director Used the software for: 3-5 years ### "Tried and tested" August 26, 2022 5.0 We have been using Actionstep for nearly 10 years, relatively trouble-free, and it has proved to be easy to use for new employees, and has met our needs. Pros Improved over time; Covers all requirements; Integrates well with MS Office Cons There is no way to download all emails in a matter, for example, to provide to a consultant for a taxation of costs, or when transferring a matter Review Source CB Catherine B. Owner Used the software for: Less than 1 year ### "This software is extremely difficult to use. It pretty much requires programmers to manage." July 12, 2017 2.0 None. It turned out to be too hard to use. When I wanted to move to a different software, I could not export any emails. Pros Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails. Cons The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program. Review Source VR Verified Reviewer Associate Attorney Used the software for: 1-3 years ### "Great Productivity Tool but Additional/Improved Integrations Needed" August 4, 2020 4.0 Pros The timekeeping functions, file notes, and overall organization into workflows are tremendous features. Once customized and part of daily practice, Actionstep makes task management much more efficient. Cons Gmail/G-Suite integrations are lacking. We are unable to automatically log emails that originate in Gmail. Emailing directly from Actionstep takes care of the record keeping, but we often lose the formatting of our email signatures despite best attempts to keep it true-to-form. Review Source R Reviewer Office Administrator Used the software for: 3-5 years ### "Decent legal software" July 29, 2020 4.0 We keep track of our time better, and thus bill more. Pros The best feature is the ability for everyone to enter their time contemporaneously. The customizable workflows are nice, though there is a bit of a learning curve to implement them. Also,it's nice to have practice management and accounting all rolled into one software. Cons Some of the reports aren't very good. The basic accounting reports, like the income statement and balance sheet, are fine. But some of the others, like the ones that look at time entries or payments by clients, are difficult to understand. They have some very fine nuances that aren't explained anywhere, and that makes it hard to make apples to apples comparisons if you have to use two different reports. Review Source R Reviewer Legal Assistant Used the software for: 3-5 years ### "Organization = Success" April 28, 2022 5.0 The information is organized in such a way as to keep everyone on task, organized and successful in the day to day operations of the firm. Actionstep Webinars are efficient, effective, insightful and when paired with customer support, outstanding. Overall the program and support adds to my ability to remain a step ahead in meeting client expectations. A program that does that is worth applauding. Pros Actionstep's fields and layout are intuitive, data is easy to enter, monitor and track. Cons additional tiers of user privileges would be nice Review Source R Reviewer Paralegal Used the software for: 1-3 years ### "Why I love ActionStep" July 29, 2020 5.0 We have realized many benefits from ActionStep with respect to not only just organizing the firm's information but the fact that it offers so much more regarding document saving (cloud), billing, and portal capabilities. This, in turn, will save the firm a lot of money. Pros The product is easy to use. It provides many opportunities for making the running of a law firm a seamless process. The support is excellent. In our firm, we are able to keep tract of Matters, Clients, Calendars, and we are just starting to use ActionStep more in-depth with respect to storing documents, creating correspondence, and billing. I cant say enough about how this software helps to organize our small firm and keeps us on track with respect to keeping track of revenue goals, etc. Cons Integration in our firm was somewhat difficult only due to time constraints; nothing to do with the product itself. Review Source R Reviewer Operations Manager Used the software for: 3-5 years ### "Awesome Product!" July 24, 2019 5.0 Overall, our experience with Actionstep has been great and has made the office much more efficient so that our clients receive top quality work. Pros We like how we can use our workflows to track each client thru the process. The reporting we receive is great and helps us stay on top of our business. Cons The accounting reports cannot be changed and at times the accounting functions don't work the way we would want them to. Review Source R Reviewer Managing Director ### "Cloud legal practice management with the functionality of premise-based applications" May 17, 2017 5.0 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. Review Source R Reviewer Bookkeeper/Financial Reporting Used the software for: 1-3 years ### "Turnkey solution for legal practice management" July 29, 2020 4.0 Pros ActionStep runs a variety of reports and queries from our data tables very quickly, and we can customize views and reports as needed. The financial software and G/L is included, which is rather rare. Trust accounting is treated as it should be with separate reporting and functions. Their development of the APIs to connect to Microsoft and Outlook has given us a lot more efficiency in workflows. The support staff is very responsive and will try to thoroughly understand and address the issues for us. Cons Some of the accounting functions need some work to run smoothly and to be more intuitive. Also the Outlook add-in and Microsoft Plug In are nice to have but the average user cannot properly install them and maintain them it seems on their own, there are too many steps to the install and updates. Review Source R Reviewer Attorney Used the software for: 3-5 years ### "A huge necessity!" July 18, 2019 5.0 Actionstep helps us stay organized and on track with our daily tasks. Pros We rely on tasks and steps to complete estate planning for our clients, and Actionstep makes it easy to keep track of where we are in our planning process. With Actionstep we can easily transition from one step or task to the next, eliminating the need for pen and paper. We use this program frequently throughout the work day. We can even email and upload documents through their secure client portals. We would be lost without it! Cons the only con to Actionstep is not having a local customer service rep, but they are good about getting back to you in a timely manner, so the lack of someone local doesn't usually come into play. Review Source R Reviewer Solicitor (Registered Foreign Lawyer, Germany) Used the software for: Less than 1 year ### "Actionstep review" May 12, 2019 5.0 We have been able to automate our invoicing which has allowed more time to be spent on other matters. We now have greater oversight as to how much time is spent is certain matter. Pros Ease of use, ability to automate a number of tasks, oversight of office time. Cons Inability to convert $ format to € format, for example $4,000.85 needs to be manually converted to 4.000,85€ and 1.5 hours manually converted to 1,5 hours. Inability to customise the automatic email that is sent to client portal users to grant them access. Inability to select size and font of text that will automatically be generated when copying text from Actionstep system to a word document. Sections of the system still refer to GST when using a different tax. Inability to change a matter type once a matter has been created, instead a completely new matter with a different matter type needs to be created. Review Source VR Verified Reviewer Lawyer Director Used the software for: 3-5 years ### "ActionStep - Great Product for a New Cloudy World" November 22, 2018 4.0 Excellent. Has made us a very efficient and effective firm, and that was important for a start-up. Pros Ability to generate documentation. Could-based (no servers needed). Document management. Trust accounting works very well. Cons Interface with Xero is a bit clunky. A bit complex when trying to set up new Action Types. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.