Why Law Firms Deserve Better Access to Their Own Data: The Actionstep Approach to Data Migration

Every few months, a familiar frustration resurfaces on LinkedIn: legal professionals airing concerns about how hard—and expensive—it is to get their own firm’s data out of their practice management system. For firms looking to switch platforms or simply access their own information, this pain point is all too common. 

At Actionstep, we believe your data should never be held hostage. 

Whether you’re coming into Actionstep from another system or need to export your data in the future, we’ve built our platform and our values around making that process seamless, cost-effective, and transparent. 

Your data, your way 

Unlike some providers who treat data migration as a black box (or worse, a lockbox), Actionstep is committed to making data access straightforward. From the moment you decide to implement Actionstep, our onboarding and partner implementation teams work with you to ensure your data is migrated efficiently, cleanly, and with minimal disruption to your firm’s operations. 

And just as importantly, if your needs ever change, we make it easy to get your data out of Actionstep, too. 

“We’ve always taken the view that your data is exactly that—yours,” says Chris Alaimo, Chief Technology Officer at Actionstep. “Our goal is to help you use it to power your firm, not to trap you in a platform.” 

Designed for an open tech ecosystem 

Data freedom isn’t just about switching platforms. It’s also critical for firms building modern legal tech stacks. Actionstep is designed with integrations in mind, ensuring that your Practice Management and Legal Accounting systems connect with the tools your team needs without creating siloed or inaccessible data. 

This ecosystem-friendly approach gives you a single source of truth across your firm, with workflows, documents, emails, and client records all connected through smart automation. 

Real stories from real firms 

Many of our customers come to us after hitting roadblocks with other providers like slow response times, unclear data access policies, or unexpected fees just to retrieve their own information. 

Transparency isn’t optional 

Data transparency shouldn’t be a trending topic, it should be the norm. We’re proud to offer a platform that respects your firm’s ownership of its data. Whether you’re optimizing your tech ecosystem, moving from another provider, or planning for the future, Actionstep gives you the tools and the trust you need to stay in control. 

Looking to migrate to Actionstep? Talk to us about how we can support your firm’s transition and make sure your data is always working for you, not against you. 

Get our in-depth , step-by-step guide for modernizing your law firm and managing your data migration here.