Actionstep Reviews & Product Details

Actionstep is a comprehensive law firm management platform designed to streamline operations for midsize law firms. This solution integrates various aspects of legal practice, including matter management, workflows, billing, and team collaboration, into a connected system. By centralizing these functions, Actionstep aims to reduce the chaos often associated with managing multiple software tools, allowing firms to focus more on client service and less on administrative tasks. Targeted primarily at midsize law firms, Actionstep caters to a diverse audience that includes both boutique practices and larger multi-office operations. The platform is particularly beneficial for firms looking to enhance their operational efficiency and clarity. With its user-friendly interface and robust features, including AI, Actionstep supports law firm professionals in automating repetitive tasks, managing workflows effectively, and onboarding new team members seamlessly. This adaptability makes it an ideal choice for firms that are scaling or evolving their practice. Key features of Actionstep include configurable workflows that allow firms to tailor processes to their specific needs, integrated legal accounting tools that simplify financial management, and comprehensive matter management capabilities that keep all relevant information organized and accessible. The automation of routine tasks not only saves time but also minimizes the risk of errors, ensuring that legal professionals can focus on higher-value activities. Additionally, Actionstep's reporting and analytics tools provide insights into firm performance, helping managers make informed decisions. The platform stands out in the law firm management category due to its flexibility and scalability. Actionstep is designed to grow with a firm, accommodating changes in size, structure, and practice areas without requiring a complete overhaul of systems. This adaptability, combined with its focus on reducing administrative burdens, positions Actionstep as a valuable resource for law firms seeking to enhance their operational efficiency and client service capabilities. It's technology that a law firm never outgrows. By integrating all essential functions into one platform, Actionstep empowers legal professionals to work smarter, not harder, ultimately leading to a more productive and organized practice.

Seller

Actionstep Software

Discussions

Actionstep Community

Languages Supported

English

Overview by

Emily Yingst

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

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Actionstep Integrations

(30)

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Verified User in Legal Services

Small-Business (50 or fewer emp.)

9/24/2026

"Actionstep: Seamless Integration and Ongoing Feature Improvements"

5/5

What do you like best about Actionstep?

I liked that, from the start, Actionstep integrated with our other software and strengthened our existing processes rather than forcing us to reinvent them. Over time, I’ve also appreciated how Actionstep keeps improving and rolling out new features and add-ons that help our business run more smoothly and support the way we operate, including helping us generate more revenue. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

The only downside I see with Actionstep is that upgrades are driven by popular demand. There was a small feature that we wanted to utilize when we first onboarded and since it is not valued by other clients, it did not become a priority for Actionstep. In fairness, a work-around that did not make sense for our business was suggested by Actionstep, but we opted to use a separate piece of software that completed the exact function that we wanted to accomplish. Review collected by and hosted on G2.com.

What problems is Actionstep solving and how is that benefiting you?

Actionstep is able to easily organize all of our client and case information into one area. One of our biggest concerns was calendaring and finding a way to centralize the ability for others in our organization to view and modify calendars. The integration of Outlook calendars directly into Actionstep was a game changed for our business.

Additionally, since Actionstep consistently upgrades their technology and adapts to the latest trends, such as Ai, they have come out with add-ons like Trace. Trace is a program that tracks work on a workstation level and then suggests time entries based on length of time programs were used as well as information based on the context of what was being worked on. While we are in the infancy stages of utilizing this new add-on, it appears that we should be able to reduce missed time entries and thus increase our overall revenue. Review collected by and hosted on G2.com.

Response from Lauren Dagworthy of Actionstep

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Hi there,

Thank you so much for taking the time to write this review and share your feedback! We are thrilled to read your insights.

It's great to hear that our commitment to continuous improvement is resulting in positive outcomes for your firm, and that our Outlook integration has been a game-changer for you. We've also passed along your comments regarding how we select new features over to our product team.

As you continue onboarding with Trace, please feel free to reach out to use directly if you'd like any help to get the most out of it. We're happy to help!

Thank you again. We look forward to continuing to work with you and your firm.

Richard O.

IT Director

Mid-Market (51-1000 emp.)

9/25/2026

"Modern, Intuitive Actionstep Interface That Makes Adoption Easy"

4/5

What do you like best about Actionstep?

the modern interface and clean look of action step help to make the experience to the user intuitive Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Search facilities are lacking especially around saved emails. The integration with Outlook and Word require enhancements. Review collected by and hosted on G2.com.

What problems is Actionstep solving and how is that benefiting you?

Being a SAAS application, it is enabling us to move away from legacy infrastructure and adopt a modern way of working for our staff members. The ongoing support and enhancements to the application are a welcome change to other practice management systems. One of the biggest challenges it solving is the development of workflow for our matters while having affective development tools to support the growth. Review collected by and hosted on G2.com.

Response from Lauren Dagworthy of Actionstep

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Hi Richard,

Thanks so much for taking the time out of your day to review us. It's great to hear that our interface is making it easy for your team to use, and that we're helping support the growth of your firm.

We also really appreciate your constructive feedback regarding Search and our Outlook/Word integrations. We are continuously improving these areas, and so we've passed this input directly to our product team. We look forward to showing you the enhancements in these areas as they roll out.

Thank you for choosing us to help you continue to scale your business! Please reach out to us if there is anything we can help with.

Verified User in Insurance

Mid-Market (51-1000 emp.)

9/27/2026

"Reliable and Evolving Platform That Mostly Meets Our Needs"

4.5/5

What do you like best about Actionstep?

Mostly suits our needs without any need for customisation. Actionstep is also continually developing the system by adding new features. Reliability is very good with almost no downtime in the 8 plus years we've been using it. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Integration with other systems is currently limited, and new modules/features being added are at an additional charge, which doesn't make using these features as attractive. Review collected by and hosted on G2.com.

Response from Lauren Dagworthy of Actionstep

edit

Hello!

Thank you so much for taking the time to leave a review. It's fantastic to read that Actionstep has been a trustworthy partner to your firm for nearly a decade! We know how crucial a single source of truth is for your firm, and we're proud to provide that for you.

We hear you on the cost of new features. That's exactly why we're working with customers to introduce new packages of our solutions. These packages bundle newer capabilities, such as AI time capture and business intelligence, so firms get more value without piecing together add-ons. If you prefer to stay on your current plan, these features remain available as add-ons, but we'd love to walk you through whether one of the new packages could be a better fit for your firm.

Our partnerships team is also always looking to build integrations that matter most to our customers. If you'd like to share which integrations you need, please submit a ticket or reach out to us directly. We'd welcome the chance to discuss current options and upcoming plans.

We appreciate you taking the time to provide your insights. We hope to work with you for the next decade to come!

Verified User in Legal Services

Small-Business (50 or fewer emp.)

3/24/2025

"Efficient App"

5/5

What do you like best about Actionstep?

It makes work/job delegation easier for our entire team. We have been using this app for years and it has helped us document our work (which is very useful for us as we deal with so many emails) Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

I have nothing negative to say about Actionstep (so far) Review collected by and hosted on G2.com.

Verified User in Legal Services

Small-Business (50 or fewer emp.)

12/11/2022

"Freedom"

4/5

What do you like best about Actionstep?

Customisation, freedom of design, integrations Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Not being able to change how matter id is generated Review collected by and hosted on G2.com.

Wayne P.

Legal Services Director

Small-Business (50 or fewer emp.)

1/15/2021

"Actionstep transformed our business"

5/5

What do you like best about Actionstep?

Some many things. For starters, 100% secure, always available in any browser, cost effective. Our firm is now delivering more legal service, fast and for less. Clients and 3rd parties love the portals and our users now LOVE their case management system. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Less features / integration with Google workspace when compared to O365. Review collected by and hosted on G2.com.

Recommendations to others considering Actionstep:

IMO, Actionstep is a must view, just for its powerful workflow capabilities and cloud pedigree alone. Of all the SaaS Practice Management Systems I reviewed, only Actionstep had the simplicity and yet the underlying power and flexibility to run our legal practice of 40 users and support our rapid growth. Warning, if any PMS vendor cannot demonstrate their system running 'securely' on 'your' device, run a mile or just accept that your bottom-line will not be as good as it could be. Oh, and I'd highly recommend moving your business to Google Workspace for further massive cost reductions, productivity gains, security and availability uplifts. I'm happy to take questions. Review collected by and hosted on G2.com.

What problems is Actionstep solving and how is that benefiting you?

Productivity and service delivery consistency has dramatically increased as has profitability. 100% operational visibility of our business without a pesky spreadsheet in sight. Review collected by and hosted on G2.com.

Verified User in Legal Services

Small-Business (50 or fewer emp.)

6/24/2021

"Clunky System with the Worst Support Team"

0/5

What do you like best about Actionstep?

Great for creating workflows and automations for employees to use. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Their support team is so unhelpful. If you ever run into an issue, their first response is "there is no issue". If there is an issue that the team, acknowledges, the team will either take weeks to fix it, or will tell you that they aren't going to fix it. Trying to get in contact with anyone at actionstep, by email or phone, is like pulling nails. Review collected by and hosted on G2.com.

Verified User in Law Practice

Small-Business (50 or fewer emp.)

1/18/2021

"ActionStep is easy to use, intuitive and their product support team offer great assistance."

4/5

What do you like best about Actionstep?

Given that I'm the accountant and not a lawyer I use the system for different purposes. Also I haven't worked with another similar system so I don't have anything to compare it to. However, the system is very easy to use. The product support team have been very helpful too. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Aged receivables and dashboard reporting - these 2 areas need improvement Review collected by and hosted on G2.com.

Recommendations to others considering Actionstep:

Take the time to get as much training as possible from AS resources rather than learn from others in the office who may not be using the system efficiently. Review collected by and hosted on G2.com.

What problems is Actionstep solving and how is that benefiting you?

AML integration with Vigilance. I just need one report and the whole process would be streamlined. AML takes up time but now that there is a way lawyers can see if AML has been completed without having to dig through documentation. Review collected by and hosted on G2.com.