
Trulioo
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Actionstep's modern, adaptable law firm management platform helps midsize law firms turn their practices into top performing businesses.

Actionstep is a cloud-based legal practice management platform designed for midsize law firms. It provides a suite of features encompassing legal practice management and legal accounting, utilizing intuitive automation and AI to streamline operations. The platform connects and organizes client, matter, document, administrative, billing, and management processes. Key features include matter and case management, document management, client relationship management, and advanced calendaring. Its architecture is built on Amazon Web Services (AWS), ensuring security and reliability. Actionstep integrates with Microsoft Office 365 and offers API access for custom integrations. The value proposition lies in its ability to automate workflows, manage profitability, and improve client experience, leading to increased efficiency and sustainable growth for law firms. It also offers specialized modules like Builder and Capture for document automation and client intake.
Actionstep is a cloud-based legal practice management platform designed for midsize law firms.
Explore all tools that specialize in manage legal matters. This domain focus ensures Actionstep delivers optimized results for this specific requirement.
Explore all tools that specialize in automate document creation. This domain focus ensures Actionstep delivers optimized results for this specific requirement.
Explore all tools that specialize in generate invoices. This domain focus ensures Actionstep delivers optimized results for this specific requirement.
Explore all tools that specialize in document automation. This domain focus ensures Actionstep delivers optimized results for this specific requirement.
Automates repetitive tasks within legal processes, reducing manual effort and improving efficiency. Uses a visual designer to create workflows with conditional logic and triggers.
Generates personalized legal documents using templates and matter data. Integrates with Microsoft Word for advanced formatting and customization.
Provides a secure online portal for clients to access matter updates, share documents, and communicate with the firm. Supports multi-factor authentication and encryption.
Generates comprehensive financial reports including P&L statements, balance sheets, and cash flow statements. Supports multi-currency accounting and compliance with legal accounting standards.
Automates conflict of interest checks by searching client and matter data. Integrates with public records databases for comprehensive conflict detection.
Tracks billable hours from any screen, allows multiple timers to run concurrently, and enables detailed note-taking linked to matters.
1. Connect with a certified implementation partner.
2. Configure firm settings and user roles.
3. Migrate existing client and matter data.
4. Set up automated workflows for common legal processes.
5. Integrate with Microsoft Office 365 and other relevant tools.
6. Train staff on platform features and best practices.
7. Customize templates for documents and emails.
8. Configure billing and accounting settings.
9. Test the system with sample cases and clients.
10. Go live with Actionstep.
All Set
Ready to go
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"Customers praise Actionstep for its robust features, workflow automation, and excellent customer support, but some find the initial implementation challenging."
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