Actionstep is built for firms that want to encode their own way of working. Matter types are fully configurable — steps, data fields, documents, participants and automated actions — so a conveyancing workflow and a commercial litigation workflow can differ entirely within one system.
It includes practice management, accounting, time and billing, document automation and a client portal, with an API and integration platform for connecting external systems. The configurability rewards firms willing to invest in setup and frustrates those expecting to run it out of the box.
Best suited to: mid-sized firms with distinctive internal processes and the appetite to configure workflows rather than adopt defaults.
This vendor does not publish pricing. Request a custom quote and we will get the current rates for your team size.
Practice management with automatic time capture and a large legal form library.
The most widely adopted cloud legal practice management platform.
Practice management focused on automation of routine firm workflows.
Case management built for litigation and high-volume plaintiff practices.
