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Actionstep

The adaptable legal practice management software.

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Overview

Actionstep is a highly adaptable legal practice management software that provides a comprehensive suite of tools for case management, workflow automation, billing, and accounting. It is designed to be customized to fit the unique needs of each law firm, making it a good choice for firms with specific workflows and processes.

✨ Key Features

  • Workflow Automation
  • Case Management
  • Billing and Accounting
  • Document Management and Automation
  • Client Relationship Management (CRM)
  • Reporting and Analytics

🎯 Key Differentiators

  • Highly customizable workflow automation
  • Flexible and adaptable platform
  • Strong focus on mid-sized and larger firms

Unique Value: A flexible and powerful platform that can be tailored to the specific needs of any law firm, enabling them to automate their processes and work more efficiently.

🎯 Use Cases (3)

Mid-sized to large law firms Firms with complex workflows Firms that require a high degree of customization

✅ Best For

  • Automating complex legal workflows
  • Customizing the platform to match firm-specific processes
  • Managing a high volume of cases and clients

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Solo and small firms that do not require extensive customization

🏆 Alternatives

Clio Filevine NetDocuments

Actionstep's strength lies in its customizability, which allows firms to build workflows that match their exact processes, a feature that is less developed in some competing products.

💻 Platforms

Web iOS Android API

🔌 Integrations

Microsoft 365 Google Workspace QuickBooks Online Xero NetDocuments HotDocs Zapier

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type 2

💰 Pricing

$79.00/mo
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