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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

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

This all-in-one platform facilitates smooth communication between teams and clients while enhancing workflow management. By centralizing your operations, you can streamline processes, increase productivity, and elevate client satisfaction, all from a single location for maximum efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Axis LMS Yes 
Google Drive Yes 
Hivelight Yes 
InfoTrack Yes 
Josef Yes 
LawToolBox Yes 
Microsoft 365 Yes 
Mitratech HotDocs Yes 
Nekton.ai Yes 
NetDocuments Yes 
Secured Signing Yes 
SpeechWrite Yes 
Uptime Legal Yes 
VXT Yes 
Verify 365 Yes 
Voyced Yes 
Wufoo Yes 
Zapier Yes 
iTimekeep Yes 

Integrations

Axis LMS No 
Google Drive No 
Hivelight No 
InfoTrack No 
Josef No 
LawToolBox No 
Microsoft 365 No 
Mitratech HotDocs No 
Nekton.ai No 
NetDocuments No 
Secured Signing No 
SpeechWrite No 
Uptime Legal No 
VXT No 
Verify 365 No 
Voyced No 
Wufoo 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 Yes 
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 No 
iPad App No 
Android App No 
Windows No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Actionstep Software

Founded

2004

Country

United States

Website

www.actionstep.com

Vendor Details

Company Name

Bright Return

Founded

2023

Website

brightreturn.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

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Law Practice Management

Billing & Invoicing No 
CRM No 
Calendar Management No 
Client Portal No 
Conflict Management No 
Contract Management No 
Document Management No 
Email Management No 
Legal Case Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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