Freedom Meets Consistency
Leverage workflow to create consistent client experiences throughout every touchpoint & practice at your firm.
Firms with multiple practices love Actionstep's ability to create unlimited matter workflows & templates, while providing full visibility across every practice area within their firm. Specialist firms love the deep customization Actionstep gives them for their niche practices – allowing them to run their firm exactly how they want to.
Actionstep can be configured to any practice area or mix of practice areas. Check out a selection of practice areas below and explore how Actionstep is right for your firm, your way.
Banking & Finance
Manage complex banking & finance deal structures, data-rich documents and many associated contacts. Keep your files organized & manage your workload with ease.
Keep your bankruptcy practice organized, create & store detailed case data & documentation, meet every requirement and keep clients informed of progress.
Business & Commercial
Grow your firm with automated matter management, client nurturing tools and integrated time tracking and billing, so you can easily manage your firm and clients.
Real estate practices have notoriously high volumes of transactions, contacts and documents to manage. Stay ahead of every deadline & task and create excellent client experiences with Actionstep.
Property & Conveyancing
Property & conveyancing practices have notoriously high volumes of transactions, contacts and documents to manage. Stay ahead of every deadline & task and create excellent client experiences with Actionstep.
Community Law Centres
With all the right reporting & data capture requirements built-in, Actionstep provides everything you need to operate a CLC in one easy to manage home.
Manage employment cases with features such as communication & document templates, court calendaring, task management and client portal to share case progress & documentation.
Take advantage of our specialist Estate Planning add-ons to get a complete platform for building profitable estate planning firms with life-long client relationships.
Focus on the difference you make to your clients, without the everyday distractions or ‘busy-ness’ of running a family law practice. Workflow & efficiency go hand in hand.
Manage IP infringements and other IP court proceedings. Gain structure for portfolio management processes. Organize all your file data, documents & deadlines from one system.
Conflict checks, deadline management, visibility on case status and getting paid fast are key to an efficient and profitable litigation practice.
Simplify case management with our matter management functionality – all associated contacts, documents, client data, photos, reports and correspondence in one place.
Integrations & Pre-Built Workflows
Actionstep’s Marketplace is your ‘one stop shop’ to make your system even more powerful. Seamlessly integrate your Actionstep system with other leading software products, including Microsoft Office and Gmail, and keep on using your favourite applications. We’ve also worked with practice experts to build a huge range of additional add-ons. These contain preconfigured document and workflow templates for a range of practice areas and processes, helping you save time and potentially thousands of dollars.
Supercharge your practice with a flexible, scalable software platform that grows & evolves with your firm.
Practice Pro is a complete software platform configured to support your firm. Actionstep workflows replicate your ideal processes and automate activity across all practices, matters and tasks. Create great client experiences with client tools and reporting. Get full visibility across the health of your firm.
A heavy weight general ledger system combined with the full power of Actionstep’s custom workflows and legal automation.
Practice Pro + Accounting is for firms that want a powerful general ledger built into their Practice Pro system. The general ledger is multi-divisional and multi-currency, supporting complex and cross-border work as well as routine legal accounting.
Everything included in Practice Pro+ Accounting plus...
Advanced business intelligence, Advanced document management, Client communication tools, Additional team collaboration and Extra performance infrastructure (as needed)