--- 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 Billing Software](/directory/980/billing/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 law firm management software designed to support midsize law firms across various practice areas such as bankruptcy, business, family, immigration, mixed practice and real estate law. It provides tools for roles including practice managers, firm administrators, IT managers, managing partners, accounting managers and lawyers. The software includes features to streamline legal operations. It offers workflow automation to standardize processes, matter management with task automation, and document management tools for creating personalized documents. Actionstep provides a secure client portal that facilitates communication, while accounting features include multi-currency support. It also includes time tracking, billing systems, and client management tools. Reporting and analytics features provide insights into productivity, finances, and client data. AI capabilities assist with tasks such as time capture, client intake, and filing. Additionally, the platform provides a mobile app for iOS and Android devices with features such as multi-factor authentication, support efficient and secure operations. > > 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 request pricing on our website. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, 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 (31 total) - 8am CasePeer - 8am LawPay - Actionstep Legal Accounting - Box - DecisionVault - Docusign - Dropbox Business - EffortlessLegal - Gmail - Google Drive - HubSpot CRM - InfoTrack - Josef - Kenect - LawConnect ... and 16 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Legal Billing Software](https://www.softwareadvice.ie/directory/980/billing/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. [Clio](https://www.softwareadvice.ie/software/449970/Clio) — 4.7/5 (1691 reviews) 2. [LEAP](https://www.softwareadvice.ie/software/20175/leap) — 4.2/5 (529 reviews) 3. [8am MyCase](https://www.softwareadvice.ie/software/3719/mycase) — 4.6/5 (784 reviews) 4. [Smokeball](https://www.softwareadvice.ie/software/157579/smokeball) — 4.8/5 (356 reviews) 5. [Neos](https://www.softwareadvice.ie/software/61621/needles) — 4.4/5 (200 reviews) ## Reviews ### "Stick with it - it's amazing" — 5.0/5 > **Daniel Danny** | *8 July 2020* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included. > > **Cons**: It does take some time to get used to it and to actually make it work for you. 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. ----- ### "Actionstep review" — 3.0/5 > **charmaine** | *7 May 2024* | Legal Services | Recommendation rating: 6.0/10 > > **Pros**: It is easy to navigate once you know what it can do and it is inexpensive to purchase and maintain, especially if you have a small firm. > > **Cons**: The billing module could be easier and a live visit from technician would have bee wonderful at the start instead of having to learn everything online which took forever. > > I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers ----- ### "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