Actionstep
Actionstep: A broad legal practice platform for firms that need configurable workflows and accounting. Ranked #4 of 141 in Legal Practice Management Software by our editors (8.7/10); pricing: Pricing on request; best for firms wanting customizable workflows.
At a glance
- Editor score8.7 / 10
- PricingPricing on request
- Best forFirms wanting customizable workflows
- Free planNo
- Client intakeYes
- Facts checked21 Sep 2026
Where it wins
- Covers intake, matters, documents, billing, trust accounting, and reporting
- Workflow and document automation support repeatable legal processes
- Web, iOS, and Android access with client portal capabilities
Where it doesn't
- Pricing is region-dependent and requires contacting sales
- Implementation fees may apply
- The broad feature set may exceed the needs of narrowly focused firms
Our verdict on Actionstep
Actionstep is cloud-based legal practice management software for midsize law firms. It brings matter and case management, client intake, client communications, document management, workflow automation, time capture, billing, trust and client accounting, reporting, and integrations into one platform. Client portals support communication and document sharing, while mobile applications extend access to iOS and Android. In North America, Actionstep also offers a separate Legal Accounting platform alongside its practice-management features.
The product’s breadth is a central consideration. Firms can manage intake forms and webforms, generate documents automatically, track time, process billing and payments, and handle trust accounting within the same overall offering. Financial and business reporting adds visibility across client, matter, and financial information. This makes Actionstep a fit for firms seeking a configurable operating system for recurring legal processes rather than a narrowly focused matter tracker. Firms that need only basic case organization may find the wider scope unnecessary.
Its ecosystem includes Microsoft Office 365, Outlook, Xero, Zapier, First AML, bundledocs, and InfoTrack. The web, iOS, and Android platforms support access across different working contexts, and the client portal provides a dedicated channel for communication and document sharing. According to the published pricing approach, pricing is region-dependent and requires contacting sales; implementation fees may also apply. Firms should choose Actionstep when workflow customization, legal accounting, automation, and a broad feature set are priorities. Firms seeking transparent self-serve pricing or a smaller, simpler tool should consider a more narrowly scoped alternative.
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Actionstep pricing
All 6 Actionstep plans and prices →
Actionstep fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client intake | Yes |
| Client portal | Yes |
| Document automation | Yes |
| Time tracking | Yes |
| Billing and payments | Yes |
| Trust accounting | Yes |
| Mobile apps | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Tickets, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 50+ integrations: Microsoft Office 365, Outlook, Xero, Zapier, iManage, NetDocuments … See all → |
| Pricing | Pricing on request (source) |
| Website | actionstep.com |
| Facts checked | 21 Sep 2026 |
Actionstep integrations
Actionstep lists 50+ integrations on its own site — the 9 named here are the ones its pages call out.
- Microsoft Office 365
- Outlook
- Xero
- Zapier
- iManage
- NetDocuments
- LawPay
- Google Docs
- OneDrive
See all Actionstep integrations →
Alternatives to Actionstep
- KleosA document-focused legal platform with matter management, billing, AI, and broad device support.9.3
- Jarvis LegalMatter management, billing and legal AI in plans from €38 per user per month.9.1
- Clio ManageBroad legal practice management with billing, trust accounting, automation, and mobile access.8.9
See all Actionstep alternatives →
Actionstep vs the competition
- Actionstep vs Kleos
- Actionstep vs Jarvis Legal
- Actionstep vs Clio Manage
- Actionstep vs LEAP
- Actionstep vs Lexzur
- Actionstep vs Filevine
Compare Actionstep with any tool side by side →
Also Ranked In
Actionstep is ranked in 14 of our directories; the 6 strongest besides Legal Practice Management Software.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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