# Actionstep Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Actionstep the right Law Practice Management solution for you? Explore 135 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/139923/Actionstep/reviews --- Actionstep 4.2 (135) [View alternatives](https://www.capterra.com/p/139923/Actionstep/alternatives/) 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 March 13th, 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 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 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 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 JM Jamie M DirectorLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “After hacking through the very long set up process (years) and very steep learning curve (we're lucky we're strong with IT)“ August 25, 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 135 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Natalie W. Tax Counsel Law Practice Used the software for: 2+ years ### "Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients" December 21, 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 Law Practice Used the software for: 2+ years ### "Actionstep Workflows" February 25, 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. Alternatives considered [Cleo Integration Cloud](https://www.capterra.com/p/123016/Cleo/) Reason for choosing Actionstep The customizable workflows and document merge technology. Review Source Response from Actionstep Software July 22, 2020 Thank you Ozzy, great to hear you found the transition from Time Matters very positive. We love to hear users making the most of our customizable workflow as well. If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat. SM Sandy M. Office Manager Legal Services Used the software for: 2+ years ### "A Great Case Management Concent but Lots of Bugs and Poor Customer Service" February 5, 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". Reason for choosing Actionstep It offered more robust features and we were promised important tools were "in the works" and would be available in the immediate future which, of course, never were. Review Source Response from Actionstep Software March 22, 2023 Thank you for taking the time to share your feedback on your experience with Actionstep. We're pleased to hear that the workflow automation, task creation, and automated emails have helped to save you time in your case management. Regarding the changes we make to the system, we strive to improve our product by releasing updates that add new features, improve existing functionality, and address any issues. However, we understand that changes can sometimes result in unexpected glitches, and we apologize for any inconvenience this may have caused. We appreciate your feedback and encourage you to reach out to our support team if you have any further concerns or issues. We value your business and hope to have the opportunity to earn back your trust. GS Gary S. Attorney Law Practice Used the software for: 2+ years ### "Small NY Metro Area Law Firm, T&E" August 14, 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. Alternatives considered [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/)[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Actionstep Simpler interface, excellent and robust handling of Invoices. Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) Prior software botched up cloud transition (Amicus Attorney) and LEAP was not workable for us. Review Source Response from Actionstep Software August 25, 2020 Hi Gary, Thank you for such a positive review. In regards to your comment on making use of templates & advanced features - we are making these more accessible to all users by producing more guides, videos, webinars & product tours. These are all free to access & will be kept up to date as we release & improve features. Should your firm need a more hands-on solution, we have expanded our Customer Success team who can help guide you to the right guides or put you in touch with a partner who can assist. If you need any help or have any questions, please do not hesitate to contact our team at support@actionstep.com Thanks again. DS Deborah S. Owner Law Practice Used the software for: 2+ years ### "Great Product" November 17, 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. Switched from [8am MyCase](https://www.capterra.com/p/115613/MyCase/) This product has built in functionality for an elder law practice. Review Source AG Andrew G. Director Legal Services Used the software for: Less than 6 months ### "Hopeless Customer Service - Technical Staff not technical - Accounts do not work" September 1, 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. Reason for choosing Actionstep The versatility and third party apps that were promised with Actionstep made it a long term robust solution. The issue is that the promises are not real. Switched from [LEAP](https://www.capterra.com/p/147413/LEAP/) Leap was not the answer for functionality. Actionstep looked like being the answer but appears to be more vaporware than real. Review Source Response from Actionstep Software October 14, 2020 Hi Andrew, Thank you for your feedback. I have spoken with our support team to get some better understanding of your issue & apologise for the difficulty & time it took to diagnose & resolve. It is my understanding that some complex issues in how billing within your firm's system was set up had lead to you not being able to experience Actionstep in the way others have. As you have said we aim to be the most comprehensive practice management system available and these issues have limited your experience. As you are still active in Actionstep, Jae, our head of global support will personally be in touch to ensure you get the most from our software. Should you have any other questions please do not hesitate to contact our team at support@actionstep.com Thanks Matt FN Fiona N. Business Coordinator Law Practice Used the software for: Less than 6 months ### "Actionstep Review December 2019" December 9, 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!!! Reason for choosing Actionstep Because we already had one licence and some of the staff had already used Actionstep Switched from [Infinity Call Tracking](https://www.capterra.com/p/152003/Call-Tracking/) We needed to purchase a new server to continue on Infinity - so it mainly came down to cost. Infinity are not quick to change/implement improvements to their product. Their support isn't that great either. We wanted to be cloud based and Infinity was not an ideal option for us to do this. Review Source Response from Actionstep Software January 20, 2020 Hi Fiona, Thank you for such a positive review, we are delighted you to hear it has helped increase your firms' productivity. Fantastic to hear you are customising Actionstep to fit your firm. If you if have any question please do not hesitate to email support@actionstep.com or use our in-app chat. Thanks KJ Kimberly J. Legal Assistant Legal Services Used the software for: Less than 6 months ### "Best switch our office could have made" December 3, 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 Response from Actionstep Software January 20, 2020 Hi Kimberly Thank you for the positive comments. We are glad you are enjoying our Microsoft Office integration. In an upcoming release, we are expanding its features even further. If you have any questions please do not hesitate to contact our support team (support@actionstep.com) Thanks Felix P. Senior Administrator Legal Services Used the software for: 2+ years ### "You receive what you give" April 21, 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 Response from Actionstep Software June 28, 2022 Hi Felix, Thank you for such a positive review. Great to hear that your firm is seeing the benefits of Actionstep & utilising its customisation. Thanks, Matt Katherine L. T. President and Founder Law Practice Used the software for: 1-2 years ### "Great product . . . gets better all the time." October 2, 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 RV Rebecca V. Lawyer Law Practice Used the software for: 2+ years ### "Buyer beware " June 26, 2024 4.0 POOR. I actually liked the system the Support and costs have sent me actively searching the replacement. Pros I liked the systems capabilities. The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up. Cons VERY POOR SUPPORT. 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. DEPLORABLE ethics and business model in my mind. POOR XERO AND ACTIONSTEP integration SUPPORT and SYSTEM FLOWS WERE NEVER EXPLAINED Reason for choosing Actionstep I had used Actionstep as a user prior. The firm I worked for had an admin person doing data entry, however had also purchased external help and hours that cost well over 10k. Review Source LB Leslie B. CEO/attorney Law Practice Used the software for: 2+ years ### "It works!" March 29, 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). Reason for choosing Actionstep Integrated accounting/banking was a big part of it, but it also felt more customizable and, well, human. Review Source Response from Actionstep Software April 4, 2023 Thanks for sharing your thoughts on Actionstep! It's awesome to hear that despite the learning curve, you've had a great experience with the software and have received top-notch customer service. It's also great to hear that you appreciate the customization and human aspect of Actionstep. Your feedback on the automatic contingency fee billing and contact integration is noted too & will be passed on to the product team. Thanks again GD Guy D. Director Legal Services Used the software for: 2+ years ### "Tried and tested" August 24, 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 Reason for choosing Actionstep Cloud-based; comprehensive; quick and responsive user-experience Review Source Response from Actionstep Software March 22, 2023 Thank you for sharing your experience with Actionstep. We're glad to hear that you've found it to be a reliable solution that has met your needs for nearly a decade. It's great to hear that the platform is intuitive and easy for new employees to use, and that it integrates well with MS Office. Regarding your feedback on downloading all emails at once, we understand the frustration that can come from not having this feature. We'll take your feedback into account as we continue to improve and update our platform. Thank you again for choosing Actionstep as your cloud-based solution. We appreciate your business and look forward to continuing to meet your needs in the years to come. CB Catherine B. Owner Law Practice Used the software for: 6-12 months ### "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 Response from Actionstep Software January 20, 2020 Hi Catherine. Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. In response to your points you raised: Actionstep allows you to export all of your data at any time, including e-mails. You can read more about this on our user guide. Data is exported in a standard format, but unfortunately it is beyond our control as to whether or not this information can be imported into another system. Actionstep is a highly customizable system and we do understand that this means it can take quite a bit of time to get up and running. However, the time you spend up-front tailoring the workflow to your needs will pay back over and over again in the efficiencies you will gain. We do understand that not everyone has the time to learn a new system and that is why we have a network of trained consultants that can assist. We will be in touch to discuss this further and see what we can do to help. Thanks again for the feedback. VR Verified Reviewer Associate Attorney Law Practice Used the software for: 1-2 years ### "Great Productivity Tool but Additional/Improved Integrations Needed" August 3, 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. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Primarily, to improve workflow management. Review Source Response from Actionstep Software August 5, 2020 Hi, Wonderful to hear your firm is seeing tremendous results from Workflow within Actionstep. It's a common theme of from firms to see similar benefits once they dive into Workflow. If you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks AS Ashley S. Office Administrator Law Practice Used the software for: 2+ years ### "Decent legal software" July 28, 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 Response from Actionstep Software August 2, 2020 Hi Ashley, Thank you for such a positive review. Great to hear you have utilized Actionstep to make your firm more efficient and thus more billable time. We understand our product is comprehensive and it sounds like you have started to customize it to your needs. In regards to your custom reporting - I have put in a request to our Customer Success Manager who can help you create the reporting you require. Thanks KZ Krys Z. Legal Assistant Law Practice Used the software for: 2+ years ### "Organization = Success" April 21, 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 Response from Actionstep Software June 28, 2022 Hi Krys, Thank you for such a positive review. Great to hear that your firm is making the most of Actionstep & seeing the results! Also fantastic that our webinars are helpful to you and your team. I have passed on your feedback on additional tiers of user privileges to our product team. If you do have specific requests or other suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks, Matt mM maricatherine M. Paralegal Law Practice Used the software for: 1-2 years ### "Why I love ActionStep" July 28, 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 Response from Actionstep Software August 2, 2020 Hi Maricatherine, Thank you for such a positive review. Great to hear you have had an excellent experience with our support team. We are delighted your experience with Actionstep has been great. If you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks BM Briana M. Operations Manager Legal Services Used the software for: 2+ years ### "Awesome Product!" July 23, 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 Response from Actionstep Software July 25, 2019 Briana - thank you for such a positive review. Delighted your experience with Actionstep has been great. Just wanted to mention that we continually make updates to our product, including to the accounting function, so if you do have specific requests or suggestions, do funnel them through support@actionstep.com so our product team can review them in light of upcoming development. Thanks again! BM Bob M. Managing Director Used the software for: ### "Cloud legal practice management with the functionality of premise-based applications" March 13, 2015 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 JB Jennifer B. Bookkeeper/Financial Reporting Law Practice Used the software for: 1-2 years ### "Turnkey solution for legal practice management" July 28, 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 Response from Actionstep Software August 2, 2020 Hi Jennifer, Thank you for such a positive review. Great to hear your firm is embracing the all-in-one functions of Actionstep. Additionally, glad to hear your experience with our support staff has been excellent. Thanks AM AmyAnn M. Attorney Law Practice Used the software for: 2+ years ### "A huge necessity!" July 15, 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 Response from Actionstep Software July 25, 2019 AmyAnn - thanks for such a wonderful review - we are so happy you and the team at Lakeview Trust & Estate Law find Actionstep so necessary! LS Lachlan S. Solicitor (Registered Foreign Lawyer, Germany) Legal Services Used the software for: 6-12 months ### "Actionstep review" May 9, 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. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Actionstep Ease of use, price, cusotmisability Review Source VR Verified Reviewer Lawyer Director Law Practice Used the software for: 2+ years ### "ActionStep - Great Product for a New Cloudy World" November 19, 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 PK Paula K. Lawyer Law Practice Used the software for: 1-2 years ### "Actionstep is Ace" April 21, 2022 5.0 Pros I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best. Opening a new matter is super easy, which is important. Cons I can't think of anything right now but will come back to you if I do. Review Source Response from Actionstep Software June 28, 2022 Hi Paula, Thank you for such a positive review. Great to hear that your firm is seeing the benefits of Actionstep. Should you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks, Matt Similar Products Featured ## 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.