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features
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support

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Description

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

Description

A comprehensive application designed for attorneys and legal professionals to manage their day-to-day tasks in a smart and efficient manner. It systematically organizes case-related information along with chronological proceedings, ensuring all details are readily accessible. The platform offers in-depth misreports that aid in the strategic planning and analysis of legal practice. Additionally, it includes features for maintaining client and document registers, integrates mail merge capabilities, and manages fees and expenses, along with billing and receipt tracking. The system also facilitates email and SMS notifications to both clients and advocates, while providing detailed data management tailored for junior advocates. This all-encompassing legal practice management application supports data import and export functionalities, enhancing overall workflow efficiency. With its user-friendly interface, it streamlines operations, significantly benefiting legal professionals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Axis LMS Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Hivelight Yes 
Josef Yes 
LawTap Legal Booking & Scheduling Yes 
LawToolBox Yes 
Mitratech HotDocs Yes 
NetDocuments Yes 
QuickBooks Online Advanced Yes 
Quilia Yes 
Smith.ai Yes 
Uptime Legal Yes 
VXT Yes 
Vigilance Yes 
Xero Yes 
Zapier Yes 
iTimekeep Yes 

Integrations

8am LawPay No 
Axis LMS No 
Dropbox No 
Gmail No 
Google Drive No 
Hivelight No 
Josef No 
LawTap Legal Booking & Scheduling No 
LawToolBox No 
Mitratech HotDocs No 
NetDocuments No 
QuickBooks Online Advanced No 
Quilia No 
Smith.ai No 
Uptime Legal No 
VXT No 
Vigilance No 
Xero No 
Zapier No 
iTimekeep No 

Pricing Details

$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Actionstep Software

Founded

2004

Country

United States

Website

www.actionstep.com

Vendor Details

Company Name

Ways Software

Founded

1998

Country

India

Website

myadvoffice.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management No 

Product Features

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes No 
Client Management Yes 
Communication Tracking No 
Conflict Management No 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms No 
Records Management Yes 
Task Management Yes 
Time Tracking No 
Trust Accounting Yes 

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