Actionstep, comprehensive legal business management platform
Actionstep is a cloud-based legal practice management software for law firms and compliance-focused businesses. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation.
- Client and Matter Management, create a unique set of steps and tasks for each matter type, automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step.
- Document Management and Automation System, allows you to create document templates that can be automatically populated with client and matter data, allowing you to save time and reduce errors.
- Billing and Accounting System, complete front and back end office accounting including the management of trust accounting.
- Microsoft Integration, Actionstep works seamlessly with your local version of Microsoft Word. Using our Microsoft Office integration, you can open, edit, and save documents stored in Actionstep.
Real-Time Business Intelligence for Actionstep
Easy Insights, Smart Decisions for Actionstep. Use Actionstep data to improve your law firm's profitability.
- Improve collections, see what invoices are outstanding, and get them paid quicker.
- Reduce write-off, see real-time data on write-offs to motivate your team to minimise waste.
- Reward your team, help your team see how the work they are doing meets the targets you've set.
AI Solutions for Actionstep
AI Legal Assistant empowers legal professionals with smart, seamless tools to boost efficiency, accuracy, and insight. Our AI suite transforms how you handle documents, make decisions, and manage daily workflows.
- Document Insights – Instantly surface key info and red flags in your legal docs
- Clause Management – Draft and refine with AI tuned to your voice and style
- Voice to Text – Turn conversations into structured, actionable content
- Smart Dialogue – Chat with AI for deeper understanding and sharper decisions
- Discrepancy Detector – Spot inconsistencies across documents effortlessly
- Legal Researcher – Get fast, referenced insights from case law to complex topics
Integrated Phone System for Actionstep
Elevate your legal practice with VXT, the cloud-based VoIP phone system built for Actionstep users. VXT automates time entries, file note creation, and contact syncing, helping you save time, manage compliance and mitigate risk.
- Integrated calling, call straight out of Actionstep in the VXT app and initiate a call in seconds.
- Call recording and transcription makes it easy to record important calls.
- Record Time, automatically capture time entries directly to Actionstep.