Actionstep

Company & Product Overview

Adaptable legal practice management platform for midsize law firms.

Built in the cloud, with automation at its heart, Actionstep transforms legal productivity at every step.

Actionstep gives law firms everything they need to operate with clarity and confidence by combining Matter Management, CRM, Document Assembly & Storage, Time & Billing, Client & Office Accounting, Reporting and much more in one system. With unlimited scope to adapt and evolve, Actionstep’s legal practice management software is with you at every step of your journey as a law firm.

Company Details

Company name
Actionstep

Main UK Address
1 St. Katharine's Way, London, E1W 1UN

Telephone
0203 955 7666

Contact
Oliver Tromp, Regional Director, UK

Website
www.actionstep.com/

Email
Oliver.tromp@actionstep.com

Corporate Information

Number of years in the legal market: 19 years

Target Markets

Mid-tier law firms

Geographic Markets

United Kingdom, United States, Australia, New Zealand

Technology Platforms Supported

Actionstep is a complete software platform for law firms. You can run your entire practice from Actionstep, but it also integrates with other applications that law firms use, need or simply enjoy.

Configure Actionstep to suit your firm's way of working. Connect with the applications your firm needs to keep files up to date, access 3rd party information, create more data storage options or manage accounting:

Outlook Add-in for Office 365
Gmail
FormEvo
Legl
DocuSign
InfoTrack
Perfect Portal
Zapier
Verify 365
Katchr

Categories of Products & Services Supported

Financial & Practice Management

Client and matter management

Complete front and back-office functionality

Client and office accounting

CRM and marketing

Webforms

Calendar

Reporting and business intelligence

Case Management:

Case Management

Workflow

Document automation

Document management

Conflict check

Client portal

Online Systems & Services

SaaS platform

Robust data security

Mobile app

Support Systems & Services

Our UK-based support team are Actionstep experts and can help you with any issues or questions you have:

Help centre

Actionstep academy

System status

Services and Markets

Services
Accounts, Case Management, Other

Markets
Small, Medium, Large