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Your Actionstep data, working for you. That’s Acumen.

Acumen is Actionstep’s analytics and AI insights add-on module with pre-built dashboards and on-demand insight tools. This module offers powerful business intelligence capabilities to help you make smarter decisions.

Acumen turns the data you’re already generating into governed, real-time firm insight. No exports. No spreadsheet reconciling. No waiting on finance.

why acumen

Stop chasing reports.
Start making decisions.

You already run your firm on Actionstep. Acumen means you don’t have to leave it to understand how the firm is performing. Most analytics tools take months to set up and a data specialist to run. Acumen builds on the data already sitting in your Actionstep account, so the insights are live the moment it’s activated.

Live on day one
Pre-configured dashboards connect your Actionstep data from day one.
Current data, always
Your data is always current and refreshes every 15–60 minutes. No stale reports.
Firm-wide insights
Reports that used to take days, now built in Actionstep. Easily export to excel when needed.
Instant Answers
Ask about your data and get AI-assisted answers for metric explanations.

What Acumen includes

From data chaos to data clarity

Every partner and manager sees WIP, billed fees, collected fees, aged balances, utilization, realization, and top clients in one dashboard, built for the way law firms report.

  • Pre-built dashboards for partners and managers – no setup, no data expertise required
  • Every metric defined the same way, for every team
  • Board packs and management reports that always agree, because they’re pulling from the same governed source

A personal view for every fee earner

Not everyone needs the whole firm’s numbers, they need their own.

  • Personal WIP, billed fees, collected fees, and aged balances scoped to the signed-in user
  • Role-based access ensures every fee earner sees their own data, and only their own

Ask a Question. Get a Straight Answer.

Understanding why a number moved used to mean a call to finance and a wait. Now it’s a question.

  • Ask plain-language questions about your Actionstep data and get a direct response of what the insights mean
  • ‘Explain This Number’ explains how metrics are calculated, with AI-generated performance summaries tailored by role
  • Guided question prompts keep answers accurate and scoped to what you’re permitted to see
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Frequently Asked Questions (FAQs)

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