Build your firm advantage

Better serve your clients with Actionstep’s comprehensive legal business management platform designed to connect, organize, and automate your practice’s unique processes.

Actionstep is a complete legal practice management system with unlimited scope to scale and evolve, helping you build your firm’s advantage at every step of your journey. 

Complete practice management 

Save time, reduce risk  

Packaged with workflows for legal process, client management, and administration, Actionstep offers automation that eliminates human error, keeps processes moving, and reduces time spent on administration tasks. 

Cloud-based accessibility  

One platform for CRM, matter management, document assembly and storage, time and billing, trust and office accounting, reporting, and more. Accessible anywhere via browser or mobile app. 

Software you won’t outgrow  

Actionstep’s adaptable configuration provides a complete firm management platform that evolves and scales with you, so your firm is free to fulfill its growth ambitions. 

Why Actionstep?

38,000+ happy customers 

"Actionstep has allowed us to grow. It has allowed us to expand because it adds systems, organization, and efficiency. It gives me a platform for recurring revenue streams. It let me build a successful business.” 

Amelia Crotwell JD, 
Founder & Owner of Elder Law of East Tennessee

Our Platform

Transform productivity at every step, with an adaptable platform to connect and manage all the work that happens at your firm.

Complete matter management 

Customize and organize each matter type with powerful workflows, folder structures, custom fields, document templates, and reports. 

Take control of your law firm by leveraging productivity reports, business analytics, and client relationship management like never before. 

Business intelligence 

Document automation 

Automatically generate documents, organize your paperwork, and integrate your client communications. 

2024 US Midsize Law Firm Priorities Report

Our research examines the trends and endeavors of 390 law firm professionals who work at midsize law firms in the United States, including legal and administrative roles. The goal of this research was to capture hard data on what’s impacting law firm operations compared to our 2023 research and what opportunities exist for these law firms to thrive.

About Us

With Actionstep, midsize law firms get total control over their future success. Actionstep’s legal business management platform is built to adapt to a firm’s unique strengths and goals. Firms using Actionstep feel empowered to modernize and build a firm advantage in the legal marketplace. 

© 2024 Actionstep All rights reserved 

Location

800 257 4042 

1743 Wazee Street, Suite 200 Denver, CO, 80202 

actionstep.com 

"Actionstep has allowed us to grow, and expand because it adds systems, adds organization & efficiency."

Our platform

Plays well with others 

Connect your favorite tools and keep data stored in one place. 

25,000+ Happy Customers

View in detail

Workflows that work the way you do 

New client inquiry 

Client onboarding 

Document creation and automation 

Time tracking and billing 

Document management 

Matter and case management  

Accounting 

Business intelligence and reporting  

Hear from customers

Want to learn more?
Book a demo with us.

Actionstep is committed to equipping midsize law firms with innovative, interconnected tools so they feel empowered to grow and thrive.  

Book a demo

Redefining platform

Data silos be gone! Connect and organize everything at your firm in a single and secure system. 

Oversee your firm 

Engage with clients  

Drive productivity

Deliver outstanding client work  

And so much more! 

Grow your business 

Ensure compliance  

Improve profitability  

Learn moreLearn more

Redefining platform

Data silos be gone! Connect and organize everything at your firm in a single and secure system. 

Oversee your firm 

Engage with clients  

Drive productivity

Deliver outstanding client work  

And so much more! 

Grow your business  

Ensure compliance  

Improve profitability  

Workflows that work the way you do

38,000+ Happy Customers 

"Actionstep has allowed us to grow. It has allowed us to expand because it adds systems, organization, and efficiency. It gives me a platform for recurring revenue streams. It let me build a successful business.” 

Amelia Crotwell JD, Founder & Owner of Elder Law of East Tennessee

"Actionstep has allowed us to grow, and expand because it adds systems, adds organization & efficiency."

Hear from Customers

Build your law firm’s ideal technology ecosystem 

Discover how your law firm can unlock the potential of an integrated tech ecosystem that supports and elevates your firm’s strategic priorities. 

Download the report