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SPECIFICTION
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Actionstep

actionstep.com

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Spec score 8.2 #5 of 26 in AI Legal Workflow Automation

What it is

Actionstep is legal practice management software that organizes work from client intake through case resolution. Its Practice Management offering includes matter and case management, intake and forms, document management and assembly, a client portal, workflow automation, billing, and trust accounting. Legal Accounting can be purchased separately or added to practice management; it covers general ledger, banking and reconciliation, accounts payable and receivable, payments, trust accounting, and financial reporting, and is available only in North America. Add-on modules include Builder for document templates and matter-data population, Capture for intake forms and document collection, Trace for activity capture and AI-drafted time narratives, and Acumen for dashboards, metrics, and AI-powered questions and explanations. Actionstep connects with Microsoft Office 365 and provides access to integrations. Its mobile app is available for iOS and Android. Security includes AWS, multi-factor authentication, and single sign-on; the company completed a SOC 2 Type 2 examination. Pricing is on request, and no free plan or free tier is stated.

Spec sheet

Free plan
NoRead 21 Sep 2026 · actionstep.com
Integrations
The platform provides access to powerful integrations and connects with Microsoft Office 365.Read 27 Sep 2026 · actionstep.com
Mobile apps
YesRead 21 Sep 2026 · actionstep.com
Headquarters
Denver, Colorado, United StatesRead 28 Sep 2026 · actionstep.com
Accounting scope
Legal Accounting includes general ledger, banking, accounts payable, trust accounting, and reporting.Read 27 Sep 2026 · actionstep.com
Admin access
Single Sign On and Federated Single Sign On are listed features.Read 27 Sep 2026 · actionstep.com
Analytics encryption
Acumen uses encrypted data at rest and in transit.Read 27 Sep 2026 · actionstep.com
Billing and payments
YesRead 21 Sep 2026 · actionstep.com
Client intake
YesRead 21 Sep 2026 · actionstep.com
Client portal
The client portal supports secure updates, billing, and information sharing.Read 27 Sep 2026 · actionstep.com
Company location
Actionstep lists an address in Denver, Colorado, United States.Read 27 Sep 2026 · actionstep.com
Company phone
The listed phone number is (800) 257-4042.Read 27 Sep 2026 · actionstep.com
Document automation
Documents and emails can be personalized and generated in seconds.Read 27 Sep 2026 · actionstep.com
Free tier
No free plan or free tier is stated on the provided pages.Read 27 Sep 2026 · actionstep.com
Mobile platforms
The Actionstep Mobile App is available for iOS and Android.Read 27 Sep 2026 · actionstep.com
Pricing model
Practice Management and Legal Accounting are priced per user plus implementation fees.Read 27 Sep 2026 · actionstep.com
Security certification
Actionstep completed a SOC 2 Type 2 examination.Read 27 Sep 2026 · actionstep.com
Security controls
Security includes AWS, multi-factor authentication, and single sign-on.Read 27 Sep 2026 · actionstep.com
Support channels
The site provides a Help Center, Contact Support, and System Status links.Read 27 Sep 2026 · actionstep.com
Time tracking
YesRead 21 Sep 2026 · actionstep.com
Trial and refund
No free trial or refund policy is stated on the provided pages.Read 27 Sep 2026 · actionstep.com
Trust accounting
YesRead 21 Sep 2026 · actionstep.com
Workflow automation
Workflows can be automated from client intake to case resolution.Read 27 Sep 2026 · actionstep.com

Plans and prices

Practice Management Priced on request Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting Priced per user plus implementation fees Read 27 Sep 2026 · actionstep.com
Legal Accounting Priced on request General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments Available separately or as an addition to practice management; only available in North America Read 27 Sep 2026 · actionstep.com
Builder Priced on request Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration Add-on module priced per user plus implementation fees Read 27 Sep 2026 · actionstep.com
Capture Priced on request Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping Add-on module priced per user plus implementation fees Read 27 Sep 2026 · actionstep.com
Trace – AI Time Capture Price not published Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module Read 21 Sep 2026 · actionstep.com
Acumen – Embedded Analytics Price not published Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access Read 21 Sep 2026 · actionstep.com
Acumen - Embedded Analytics Priced on request Add-on module priced per user plus implementation fees Read 27 Sep 2026 · actionstep.com
Trace - AI Time Capture Priced on request Add-on module priced per user plus implementation fees Read 27 Sep 2026 · actionstep.com

Every Actionstep plan and price →

Strong points and limits

Strong points

  • Automates workflows from intake through case resolution.
  • Includes client portal and document automation.
  • Legal Accounting covers trust accounting and reporting.
  • Mobile app available on iOS and Android.
  • Completed a SOC 2 Type 2 examination.

Limits

  • No free plan or free tier is stated.
  • Pricing is available on request.
  • Legal Accounting is available only in North America.
  • No free trial is stated.

Who it suits

Actionstep suits legal practices seeking case, intake, document, billing, and trust-accounting workflows in one platform. Legal Accounting is limited to North America.

Verdict

Actionstep covers practice management and accounting, with additional modules for templates, intake, time capture, and analytics. Buyers need to request pricing, and Legal Accounting has a North America availability limit.

Where Specifiction places it

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