Acumen is Actionstep’s embedded business intelligence and analytics capability. It gives law firm leaders and fee earners clearer visibility into firm performance through pre-built dashboards, governed metrics, drill-downs, and Ask Acumen — inside Actionstep.

Custom dashboards and reports aren’t part of the initial experience; ask your Actionstep representative about roadmap plans.

Most firms already have data — getting to it is the problem. Reports take time to pull, numbers don’t always match, and by the time the right person has the right figure, the moment to act has passed.

No. Acumen complements Actionstep reporting. Standard reporting remains available, while Acumen provides a premium analytics layer focused on dashboards, governed performance metrics, drill-downs, and Ask Acumen.

Acumen isn’t a real-time streaming product. Data refreshes on a scheduled cadence, an incremental update every 15 minutes and a full dataset update every hour, so insights stay current without configuration needed.

Acumen is built on your Actionstep Practice Management data — no integrations, no data mapping, no additional setup required. It doesn’t import or combine data from other systems, such as CRMs, external accounting platforms, or other BI tools. If your firm already uses another BI tool, many customers run Acumen alongside it for day-to-day operational visibility inside Actionstep.

AI is only as good as the data behind it. Acumen’s AI insights layer works directly with your governed, near-real-time Actionstep data — the same data that powers every dashboard. That means answers are grounded in accurate, current information rather than exports, estimates, or manually reconciled figures.