# Page 3 | Actionstep Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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: https://www.capterra.com/p/139923/Actionstep/reviews --- Actionstep 4.2 (135) 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 # Page 3 - Reviews of Actionstep ## Showing most helpful reviews Showing 51-75 of 135 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. 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 '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 Tony F. Architect & BIM Co-ordinator Architecture & Planning Used the software for: 2+ years ### "The best all in one workflow management system around" November 17, 2017 5.0 This software has allowed me to simplify management of my business, keeping all of the information I need to operate in a single location. When I was employing staff it recorded all of their time against the relevant projects, reported taxes due, kept all client details, kept a record of all projects I had undertaken, allowed me to look back on projects to aid in costing of prospective projects. Pros That you are able to operate your whole business on the one platform. Everything from the initial client contact through to completion of services, incorporating a single place to track all project related emails, time tracking for employees, easy billing process, tracking of invoices, creditors, production of financial reports, outstanding billing reports and numerous other customisable options. Cons The only downside I can think are that it is a little expensive (but then I am only a sole trader now not working full time, so if I was working this business full time then I would probably feel differently on this factor) It is generally easy to use, but maybe not as intuitive as programmes like Xero or MYOB, but that said I feel this system does a hell of a lot more than they do. Review Source MG Max G. Principal Legal Services Used the software for: 2+ years ### "Finicky platform - arbitratry and unpredictable pricing" May 16, 2023 3.0 Terrible. Would not recommend. Looking for alternative providers now. Pros Decent practice management software, but terrible pricing structure. Have changed pricing drastically in the last couple of years and just introduced new access fee component which drastically increased cost of subscription Cons See above notes on costs. Do not recommend. Review Source 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 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 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 BC Benard C. Office Manager Law Practice Used the software for: 2+ years ### "Worst support " March 23, 2023 4.0 Pros Easy to use, intuitive, and in many ways better than Leap Cons It has the worst customer service. No one responds and when they do, they don't get the problem and you have to explain yourself again and again. I hate their service. I hate their support. There's no phones number anywhere to contact them. I have an urgent issue and they don't care. Review Source BM Briana M. Operations Manager Legal Services Used the software for: 2+ years ### "Awesome Product!" July 23, 2019 5.0 Overall, our experience with 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 '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 CD Charles D. Director Used the software for: ### "Welcome addition for UK law firms" March 12, 2015 5.0 We moved to 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. Review Source SM Scott M. Office Manager Law Practice Used the software for: Less than 6 months ### "Effective and Efficient Law Practice Management" August 26, 2016 4.5 Pros I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and \*bam\*, there's everything. There are many other useful features that I know I just haven't even tapped into yet. Cons \- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed. - Before using , I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it \*sort of\* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name. - I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide. - I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that. - Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive. 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 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 CC Christopher C. Director Legal Services Used the software for: Less than 6 months ### "Do not use Actionstpe if you are a smll firm and looking to focus on conveyancing." August 26, 2020 1.0 I’m sure this software would be beneficial for a large (100 people +) firm who wants a customisable program. However, if you are a small operated and do not have unlimited resosres, you may want to steer clear of this software. I wish I did. Pros The fact that it is 100% web and cloud based. Cons The lack of cohesion between :- 1. (ie the software provider), -2. the separate company which implements the installation and maintenance; and - 3. The 3rd party add on providers (ie the conveyancing add on is done by a company called Konekta) is problematic and horrendous to navigate. This software is full of issues and there is no accountability by anyone. When issues arise, my experience was that each of the 3 before mentioned parties blame each other and then come up with excuses. There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions). Very embarrassing and potentially dangerous. Reason for choosing Actionstep In all seriousness, It was a mistake to choose . So the reason is not relevant. Review Source Response from Actionstep Software October 14, 2020 Hi Christopher, Thank you for your feedback. It is a shame to hear that your implementation didn't allow you to get the most from Actionstep. We are working with your implementation partner & the 3rd party provider you mentioned to ensure this does not happen again. I have requested our Customer Success team to reach out & assist you in any way possible. Should you have any other questions please do not hesitate to contact our team at support@actionstep.com Thanks Matt AM AmyAnn M. Attorney Law Practice Used the software for: 2+ years ### "A huge necessity!" July 15, 2019 5.0 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 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 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! JP John P. Director of Operations Insurance Used the software for: 2+ years ### "Florida Hurricane Adjusters " July 15, 2019 5.0 We are very please with the results and organization this program gives us!!!! Pros Very customizable!!!! This gives us everything we need to sort through as many files as we give it! We can sort via very specific criteria! Cons Although we are the kind of people that put a lot of time into things we want exactly the way we want them, we don't believe too many others are willing to put in the time to learn this program to customize it to their liking. The people that do put in the time will be greatly rewarded. This is the best program for Law Firms and Public Adjusters. Review Source Response from Actionstep Software July 24, 2019 John - thank you for your really positive comments about Actionstep. We are delighted you have customized the system to the way you want it to work for Florida Hurricane Adjusters. One of the things we believe in at Actionstep is supporting unique and valuable ways of working! 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 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 RK Richard K. Attorney Law Practice Used the software for: 1-2 years ### "Feature Packed but missing a few key components" July 16, 2019 5.0 Working with has been great, but I am in the process of switching to another application due to the availability of integrations I am looking for. I would have no hesitation going back to Actionstep in the future. Pros This is by far the best of the mainstream programs for document assembly. The tasked based orientation of the program is great once set up. Support has always been helpful and knowledgeable. Very easy to customize. Strong reporting. Cons While having a strong feature set, I feel the software is missing a few key integrations. The software really needs to integrate with LawPay, OneDrive and Quickbooks(I believe these were all under development, but not available when I last checked). Review Source Response from Actionstep Software August 20, 2020 Richard, thanks for the positive comments. Great to hear you are embracing the customisation options available within Actionstep. Just by way of update: We now integrate with the applications you mentioned. LawPay, Quickbooks and now have one of the most comprehensive Outlook 365 integrations avaiable. Romain S. Comptable Accounting Used the software for: 6-12 months ### "Logiciel d'étape d'action" October 24, 2023 5.0 Pros est un logiciel qui nous propose beaucoup de facile pour les action des droites en tout simplicite Cons Juste quelque development sur les outils 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 LY Lydia Y. Principal Law Practice Used the software for: 1-2 years ### "For the Serious Firms" April 23, 2019 5.0 I get one stop software in . I generate documents; bill clients, record time; maintain trust ledgers; write checks. All if it is integrated. When I generate docs, I bill; when I disburse for a client, it goes on the bill automatically. In particular, the Enhanced Billing Mode is excellent! I keep track of other processes in my firm as well. I typically spend the whole day in Actionstep Pros It's thorough knowledge of the special rules that apply to law firms; the ability to modify your processes to reflect your specific jurisdiction and forms. I like the ability to see who did what, and when. There is a lot of accountability in this system. Cons Some of the accounting modules are (rightly and deliberately so) difficult to correct if an error is made in parts of the accounting system. The system forces a great deal of transparency. They just need to update all the accounting modules. Review Source JS Jinny S. Administrative Legal Secretary Used the software for: Less than 6 months ### "This product does everything that we were hoping for!" August 23, 2017 4.0 Pros I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature and how deeply the product integrates with Microsoft Office Suite. Not having to type each document from scratch saves so much time! I personally enjoy how highly customizable the product is. I'm constantly pleasantly surprised to find new features it has that make my life easier. Some may complain that you need a third party firm to get you off of the ground and running, but I set up the entire system for my team by just reading their User Guide and talking to customer support. The price was another selling point for us. We're a local county government agency operating on a small budget so this price tag works well within what we could afford. The customer support is phenomenal. They try very hard to make their customers (or potential customers) very happy. Having our cases in a secure cloud means that we can work from anywhere which has greatly improved the way that we work. I would definitely recommend this product to anyone who is looking to get away from paper files and who wants to learn how technology can make your life easier and more organized. 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 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 PT Pamela T. Investigator Specialist Government Administration Used the software for: 2+ years ### "Using Actionstep" July 13, 2020 5.0 Overall, I enjoy using action step. I cannot recall any problems with this software. Pros I like the idea that client information is easily accessible. I am able to determine the status of a case at moments glance. I can plug in all my tasks and assign due dates to keep me organized. Cons Not being able to update or correct information in the client profile, such as adding, title, Mr./Ms. This site only allows for address changes, or adding emails. Review Source Response from Actionstep Software July 19, 2020 Hi Pamela, Thank you for such a positive review, great to hear how Actionstep is helping you. If you have any questions, please do not hesitate to email support@actionstep.com. Thanks JW Jason W. Director Law Practice Used the software for: 2+ years ### "Atrocious Customer Support" June 28, 2022 3.0 Our business remains potentially exposed by 's limitations and their failure to acknowledge or fix them. Pros Generally pretty good system to use, but don't believe all the features they offer are actually implemented properly. Cons Emails "stored" in their system are lost and/or corrupted and are irretrievable. Once a ticket is raised with their support you will be ignored. Review Source nN narissa N. Office Manager Law Practice Used the software for: 2+ years ### "Easy to learn Case Management System" July 22, 2019 5.0 Pros makes it so easy to manage our hundreds of cases, by use of customizable overviews and matter data. Cons Sometimes our emails do not come through to the inbox in - mostly internal emails and sometimes emails from outside parties go straight to the case. Review Source Response from Actionstep Software July 24, 2019 Narissa - thank you for your review. It is great to hear how Actionstep helps you manage such a huge caseload! I will raise your note about emails with the team here. If you have any other questions about the system, please do contact our support team (support@actionstep.com) and they will be happy to investigate. aF anne F. Barrister Legal Services Used the software for: 2+ years ### "NO buyers remorse here" April 8, 2019 4.0 Pros its ability to intergrate calendar/ email / documents into one plac.e Cons adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size More compatibility with MAC would be better Review Source Response from Actionstep Software July 25, 2019 Hi Anne - thanks for your great review. I just wanted to follow up to let you know that we have recently released an update to our system to allow Mac users to more easily edit and manage documents. See an overview and further resources here: https://blog.actionstep.com/making-document-management-easier-for-actionsteps-mac-users VR Verified Reviewer lawyer Law Practice Used the software for: 6-12 months ### "The Jury is still out ..." February 6, 2018 2.0 Pros As far as document management goes, it’s very good. Cloud based, with a dynamic interface, it offers a refreshing change from LEAP desktop. Cons Accounts stinks. Enhanced Billing Mode. What’s so enhanced about it? The level of support from AS is generally poor. Always seeking to fob you off to expensive third party service providers. Get your act together AS and listen to the pleas of support from your users. 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.