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  3. Actionstep
Logo of Actionstep

Actionstep

byActionstep
in
4.0

Overview

Product Information on Actionstep

Updated 13th October 2025

What is Actionstep?

Actionstep is a software designed for law firms to manage workflow, document automation, billing, and client communication within a central platform. The software enables users to streamline legal practice operations through integrated matter management, email management, and customizable workflows. Actionstep facilitates collaboration among legal teams with features such as task assignment, calendaring, and secure file storage. It includes tools for trust accounting, time tracking, and reporting to support compliance and financial management. The software aims to address the business problems of process efficiency and organization in law practices by providing a comprehensive solution for practice management needs.

Actionstep Pricing

Actionstep software is offered through a subscription-based pricing model with multiple tiers, including options tailored for practices of different sizes and requirements. Pricing is structured per user, with charges applied monthly. Additional features or modules may incur extra fees, and implementation or training services are available at separate costs.

Overall experience with Actionstep

DATA AND ANALYTICS MANAGER
10B - 30B USD, Services (non-Government)
FAVORABLE

“Maximizing Legal Efficiency: A Deep Dive into ActionStep's Features”

4.0
Dec 24, 2024
ActionStep is best suited for mid-sized organizations to large law firms that require robust automation and customization capabilities. It's particularly effective for firms handling high volumes of repetitive legal work
There are no reviews in this category.
CRITICAL

About Company

Company Description

Updated 6th March 2025

Serent Capital is a company focused on the growth of businesses that provide solutions tailored to customer needs. The organization navigates the changing landscape of business opportunities and challenges stemming from growth and evolution. Based on the hands-on experiences of Serent Capital's principals as CEOs, strategic advisors, and board members, the firm applies this understanding in helping grow businesses to reach their potential.

Company Details

Updated 29th November 2023
Company type
Private
Year Founded
2004
Head office location
Denver, Colorado, United States
Number of employees
51 - 200
Website
https://www.actionstep.com/

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: Actionstep

Actionstep Likes & Dislikes

Like

There are 4 key features that are most preferred by a user, 1. workflow automation: customizable automation of workflow is magical 2. matter management: centralized management of cases and matters 3. integrated email and calendar: sync capabilities with any calendar like google workspace is a great help 4. document automation 5. billing and accounting: time tracking, billing, and trust accounting features tailored to legal requirements.

Dislike

1. pricing: can be expensive for mid-sized or smaller organizations 2. limited integration options could be something that is worked on more 3. performance lags are minimal but painful

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Peer Discussions

Actionstep Reviews and Ratings

4.0

(1 Rating)

Rating Distribution

5 Star
0%
4 Star
100%
3 Star
0%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

5.0

Integration & Deployment

4.0

Service & Support

5.0

Product Capabilities

4.0

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  • DATA AND ANALYTICS MANAGER
    10B+ USD
    Services (non-Government)
    Review Source

    Maximizing Legal Efficiency: A Deep Dive into ActionStep's Features

    4.0
    Dec 24, 2024
    ActionStep is best suited for mid-sized organizations to large law firms that require robust automation and customization capabilities. It's particularly effective for firms handling high volumes of repetitive legal work
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