Big-firm Technology at a Small-firm Price

100% cloud based, 100% secure.
Actionstep has everything you need to run your law firm.
Actionstep’s “secret sauce” is its workflow, allowing you to automate your practice
resulting in lower costs and higher quality output.

CRM

Get Sales

Manage new and existing clients through our range of Customer Relationship Management tools. Setup and give them access to their own Client Portal.

Matter Management

Get Work Done

Follow a prescribed workflow, add file notes, send emails and book appointments in your calendar. Automate tasks, messaging and document generation.

Accounting

Get Paid

Setup an unlimited number of accounts. Invoice for fixed fee or time billing. Manage trust accounts. Report on everything.

In the cloud

Actionstep is a cloud based web application for Mac or PC. No need to worry about backups, upgrades or expensive servers. You just need a computer with a browser.

World class support

We offer dedicated email and phone support to answer all your questions within the shortest time possible. We’re committed to world class support.

Integrations and Apps

Our range of installable apps and plugins give you access to expert resources and the power of applications such as HotDocs, Google Mail, Microsoft Office & Xero.


What our clients have to say

I feel like I’ve just been plucked out of a model T and plopped into a Maserati … zoom! I’m just thrilled to have my Actionstep program and apps. Something like this is a lifesaver!

J A Tucker, Esq.

New York City, NY


What's new?

Cool Feature Alert – “Next Date”

If you have several important dates in a matter, how can you easily tell which one is next?

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Cool Feature Alert – “Restricted Matters”

What starts out as a routine matter can suddenly become sensitive as new information is received. For example, a complaint is lodged about one of the staff members on the case, or very personal information about your client is disclosed. Now you can instantly mark an matter as “Restricted” which will override all other permissions […]

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Fantastic User Conference in Auckland!

The Law Users Conference in Auckland this month was a huge success!
Thanks to all who attended.

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Got any questions? Call us on 1-800-257-4042