--- description: Review of Actionstep Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Actionstep | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Legal Case Management Software](/directory/4516/legal/software) > [Actionstep](/software/6638/actionstep) # Actionstep Canonical: https://www.softwareadvice.ie/software/6638/actionstep Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/6638/actionstep?page=2) > Actionstep is a cloud-based law firm management platform designed for midsize law firms that want to streamline operations, standardize legal workflows, and create a more connected experience for staff and clients. It is well suited for managing partners, firm administrators, operations leaders, practice managers, and legal teams looking to replace disconnected processes with one flexible system for managing the practice.​ At the center, is configurable workflow automation. Firms can build repeatable processes around the way they work, helping teams standardize tasks, reduce manual steps, improve consistency, and keep matters moving from intake through completion. Matter management tools centralize key information, tasks, communications, documents, and deadlines so teams have greater visibility into the work happening across the firm.​ Actionstep also supports client intake and relationship management with tools for capturing prospect and client information, managing intake workflows, and organizing communications. A secure client portal gives firms another way to share information and stay connected with clients throughout the matter lifecycle.​ Document management and automation capabilities help legal teams organize files, generate documents from templates, and reduce repetitive administrative work. Time tracking, billing, reporting, and analytics are also available within the platform, giving firms a more complete view of practice activity without relying on multiple disconnected systems.​ For firms looking to improve consistency and scalability, Actionstep’s flexible configuration allows workflows and processes to be adapted around different teams, practice areas, and operating models. Reporting tools help firm leaders monitor productivity, matter activity, and operational performance, while mobile access allows users to stay connected when working away from the office. ​ Actionstep also includes AI-assisted capabilities that can support tasks such as client intake, time capture, and filing, helping reduce administrative effort while keeping people in control of the underlying workflow. Security features such as multi-factor authentication support secure access across desktop and mobile environments.​ Best suited for growing law firms that want more than basic case management. By connecting intake, matters, workflows, documents, client interactions, and reporting in one platform, it helps firms create more consistent processes, improve team visibility, and build an operational foundation that can scale with the business. > > Verdict: Rated **4.2/5** by 135 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 135 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 3.9/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Actionstep Software - **Location**: Auckland, New Zealand - **Founded**: 2004 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please speak with an Actionstep team member for a demo of the platform and to discuss customized programs and pricing. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Accrual Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Archiving & Retention - Asset Accounting - Audit Trail - Automatic Backup - Automatic Billing - Backup and Recovery - Bank Reconciliation - Billable & Non-Billable Hours - Billable Items Tracking - Billing & Invoicing - Billing Portal - Billing Rate Management ## Integrations (12 total) - Adfin - Bundledocs - Docusign - First AML - InfoTrack - LawToolBox - Legl - Microsoft 365 - Thirdfort - VXT - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Legal Case Management Software](https://www.softwareadvice.ie/directory/4516/legal/software) ## Related Categories - [Legal Billing Software](https://www.softwareadvice.ie/directory/980/billing/software) - [Case Management Software](https://www.softwareadvice.ie/directory/984/case-management/software) - [Legal Document Management Software](https://www.softwareadvice.ie/directory/1392/document-management/software) - [Trust Accounting Software](https://www.softwareadvice.ie/directory/2005/trust-accounting/software) - [Law Practice Management Software](https://www.softwareadvice.ie/directory/3006/law-practice-management/software) ## Alternatives 1. 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The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs. > > Overall, it has been fantastic. \[SENSITIVE CONTENT HIDDEN\] was incredibly helpful, easy going, and keen to answer my questions. \[SENSITIVE CONTENT HIDDEN\] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision. ----- ### "Mostly Good" — 4.0/5 > **Mike** | *23 November 2025* | Law Practice | Recommendation rating: 4.0/10 > > **Pros**: Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting. > > **Cons**: The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age. > > It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't. ----- ### "Upsides: File Management Downsides: Software Bugs, Customer Service, Integrations, and Set-up Costs" — 3.0/5 > **Peter** | *3 March 2022* | Legal Services | Recommendation rating: 3.0/10 > > **Pros**: We like the matter dashboard a lot and it's probably the firms favorite feature since all the most important information is readily available. > > **Cons**: INTEGRATIONS: If you're looking to switch to AS because of the integrations they offer make sure they actually work exactly how you intend them to. Lawpay: If you use lawpay their integration is useless since it only grabs new charges and does not include any past due amounts. I brought this up because we really wanted this to function, but we were told they would not fix the issue. InfoTrack - One of the reasons we switched to AS and they don't actually integrate in US, even though their website states they do... Outlook - The bottom bar of the desktop version may not bill the correct amount. I asked for this to be fixed since it's easier to use this bar than the right bar they have, but it's been over 9 months... BILLING: If you close your billing at the end of the month be prepared to manually enter Trust payments to allocate the funds on the closing date and not for the next billing cycle, since the automated billing will automatically post these payments on the date you are running them, not on the date which you wish will be allocated. Another feature I have brought up, but essentially fell on deaf ears. If you work with probate matters where you don't bill your time, so you input a $0 amount, and you have matters that weren't worked on for the month, you cannot filter out between the two, so you'll end up printing bills for all matters. This is something i asked to have fixed in July 2021 and have yet to hear back regarding a fix (3/3/22) > > Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their support team 24-48 hours after you have contacted them. They have never answered the phone when I've called for immediate support, so I've stop trying this and just email even though i feel like for the amount we are paying we should be receiving quicker support. ----- ### "Excellent CRM for lawyers\!" — 5.0/5 > **Lisa** | *13 November 2023* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: We loved the ability to craft work flows based upon our specific practice. But we also had the flexibility to obtain pre-set work flows as well. The client management and task automation is incredibly helpful. > > **Cons**: My biggest frustration is that we created a webform so with a couple clicks, staff can create a new potential client matter using that information as it integrates into the software. However, 90% of the webforms are spam that has to be read every day because bots are completing the form. Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS system. This is a huge issue I've spent so much time on and it is the one issue that would make our work lives so much better if it could be remedied. > > Overall, this is a terrific product worth purchasing\! ----- ### "Lots of Customization options, but lacking some basic common sense" — 4.0/5 > **Carol** | *15 July 2019* | Legal Services | Recommendation rating: 5.0/10 > > **Pros**: For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it. > > **Cons**: First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should be, even with the pre-made templates. Second, the trust accounting is difficult to integrate into the bills. Yes, it is there but not in a way that is client friendly. Third, this is so simple I fail to understand why it isnt in place. Make some simple billing features automatic like the ability to print aging on a bill. They have a form for it but it just looks weird\! And why shouldn't you just be able to carry over onto a new bill in an easy way. Other case management software has this in a very easy format. Also, when we upgraded to the new billing format there are some ongoing and permanent glitches that make my bookeeper's job harder. Finally, this is a costly system compared to some others in the legal field. And we have received word that the cost is increasing. We will be in the process of reviewing other options. We may decide to stick with Actionstep since there are a lot of good features, but we don't feel strongly enough to keep it with a price increase down the road, even if we are "grandfathered" temporarily. We hired a consultant to help us get it set up. > > Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.ie/software/6638/actionstep?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/6638/actionstep) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data