Legal AI Products
Trusted AI for the Business of Law
Actionstep AI doesn’t practice law, it powers the business of law. Actionstep Intelligence augments your expertise: automating the administrative, accelerating the operational, and amplifying the Business of Law — while keeping your data private, secure, and entirely under your control.
Taking care of the work behind the work
Actionstep’s AI works in the background – automating the busywork, eliminating data friction, and letting professionals focus on high-value work to drive profitability.
You’ll gain:
- Real-time insight into firm performance and profitability.
- Reduced time-consuming administrative work.
- Improved data quality, accuracy, and accessibility.
- Strengthened compliance and operational oversight.
- Firm confidentiality and client privacy at every layer
- A secure, audit-ready architecture that respects the structure and controls required of legal practice.
Actionstep AI doesn’t practice law; it powers the business of law.
The trusted AI foundation for law-firm operations
Your clients trust your firm for your experience and expertise – that cannot be replaced by AI. While your team focuses on client work and firm management, Actionstep AI is woven into your core operations: time capture, intake, billing, matter management, reporting and more. Our AI roadmap directly addresses the most common pain points reported by midmarket firms.
Business Intelligence
Dashboards with an AI layer to help management, fee earners and teams understand performance, analyze trends, predict outcomes and make data-driven decisions
Finding the Right Information
Semantic search and AI summarization to bring the right documents, emails, and notes to the surface — instantly.
Time Capture
Passive time capture to help you remember what you worked on, AI context to connect related activities and write compliant time entries, so every billable moment counts.
Client Intake and Matter Updates
AI-assisted workflows to capture information accurately, de-duplicate client data, and auto-populate matter records at intake and as matters progress.
Performant Workflows
A library of AI Workflow Agents to keep things moving, while ensuring human approval at the right times. Update data, create and complete tasks, analyze matter performance, seek approval, update stakeholders, prompt next steps, based on triggers you define and control.
Data Integrity
Automated agents to flag errors, fill gaps, and maintain a clean single source of truth across matters, contacts, and accounting.
Billing Administration and Approvals
AI-assisted validation checks for compliance and accuracy before invoices go out.
Client Communication
Context-aware assistants summarize requests and help your team stay responsive and consistent.
All of this is delivered inside Actionstep — no jumping between tools, no extra risk, and no complexity.
What makes Actionstep Intelligence different?
With Actionstep Intelligence your firm has enterprise-grade capabilities without the complexity of disparate systems, so your firm gets the best experience for your team, while staying nimble as a business.
1. Operational first, generative second
Rather than focusing on broad generative features, Actionstep prioritizes AI that improves throughput, removes bottlenecks and controls risk. While GenAI tools help document volume and speed up research—we’re optimizing your firm’s need for control, clarity and profitability.
2. Connecting your entire practice
Our unified platform of practice management and legal accounting gives us access to deep operational data. That data powers AI features that understand not just matters and documents, but billing precision, trust accounting, time-capture integrity and profitability curves. All while allowing connections to other tools your firm relies on.
3. Expertise vs Hype, focusing on real impact
Rather than focusing on broad generative features, Actionstep prioritizes AI that improves throughput, removes bottlenecks and controls risk. While GenAI tools help document volume and speed up research—we’re optimizing your firm’s need for control, clarity and profitability.
4. Scalable, secure, tailored for mid-market & upward
Our technology architecture is built for scale, flexibility and control – our AI features reflect this. Designed for midsize law firms to manage their unique practice, business and administrative processes with an AI enhanced core operations platform that evolves with your firm.
AI you can trust
Your data is your firm’s most valuable asset and it needs to stay that way.
- Your data never trains our models or anyone else’s.
- Your firm’s information is never shared to inform other firms or our own product development.
- All AI interactions stay within your secure Actionstep environment.
- Every feature complies with Actionstep’s security and governance framework, including our SOC 2 Type 2 pathway and continuous monitoring for data-protection controls.
Our AI Centre of Excellence embeds these principles into every design and release, so you can rely on our technology to enhance client trust.
AI that lightens the mental load
With AI handling the work behind the work, your team gets back time for strategy, service, and success.
AI powered time capture
Take the guess work out of tracking billable hours. With smart AI time suggestions based on your activity, you won’t need to remember every detail or worry if you forgot to start a timer. Actionstep also auto-fills your timesheets, capturing all potential billable time seamlessly, so you can maximize revenue without adding extra work.
AI powered admin from Outlook add-in
Make inbox management effortless with smart filing suggestions based on context and recent activity. Our AI intuitively suggests the right matters to file emails and documents, keeping your cases organized without the hassle. Plus, quickly assign contacts to matters within Actionstep based on past communications, streamlining your workflow so you can stay focused on what matters most.
AI Integrations
Explore Actionstep’s top AI integrations.
