Pricing

Pay annually Pay monthly

$ 49 59

per user/month^*

$ 89 99

per user/month^*

$ 99 109

per user/month^*

For solos and single practice firms. Pre-built solutions to get you up and running quickly.

For multi-practice & boutique firms. Tailor the system to your needs, and unlock the power of custom workflows.

For multi-divisional firms working across jurisdictions. Includes integrated general ledger accounting.

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• Matter Management

  Access, organize, and store all relevant information in one place
• Customer Relationship Management (CRM)

  Manage prospective clients using workflows, and convert into happy, engaged clients
• Workflow Automation

  Actionstep’s workflows allow you to add tasks to each step and set automated reminders, ensuring deadlines are met, and nothing gets missed
• Time Recording & Expense Tracking

  Record time from anywhere on any device, set multiple timers to run simultaneously, and automatically flow through to billing
• Intelligent Timesheets

  See all time records and disbursements at a glance, ‘Smart suggestions’ will help fill in the gaps, create activity codes to auto-fill descriptions and rates
• Hourly & Fixed Fee Billing

  Set up for hourly or fixed fee billing, and link these to workflows
• Mass Billing

  Reduce the repetition, process multiple bills at once by using predefined templates, setting key dates, and selecting payment terms
• Trust Accounting

  Stay compliant, track and manage client funds, get full visibility of trust positions across matters, accurate audit trails, full integration with the general ledger
• QuickBooks Online Integration

  Simple one-click integration, enter in your credentials, and the setup is automatic
• Xero Integration

  Simple one-click integration, enter in your credentials, and the setup is automatic
• Microsoft Office plugins

  Access Actionstep without leaving Microsoft Office
• Gmail Add-in

  Assign emails to matters without leaving Gmail
• Document Management & Storage

  Store files of any type in matters, create folders, download files, and upload to a matter with simple drag-and-drop functionality
• 45 Standard Reports included

  45 built-in reports for productivity, matters, billing, trust accounting, conflict checks, and more
• Contact Management

  Manage all your contacts from one place, view associated matters, and CRM history
• Calendar Sync

  Continue using your Office 365 or Google calendar, and sync with Actionstep
• Assign Emails to Matters

  Save emails to matters by forwarding or cc’ing them using a matter-specific email address
• Conflict Check

  Our one-click conflict check searches across matters, documents, file notes, and email, then the results are time-stamped and saved to a PDF
• Mobile app for iPhone & Android devices

  Stay connected, work from anywhere, any time, on any device
• Global Support

  With offices in Europe, Austalasia, and America, you can rest assured that we’re always here to help
• Bank-Grade Security

  Your data is protected by fully-encrypted transfers with HTTPS technology, making it as secure as Internet banking, ensuring it can’t be viewed or altered
• 2-Step Authentication

  Add an extra level of security to your login
• Data Sovereignty

  You choose where your data is located
• Data Guarantee

  Your data belongs to you, request a full export of your database and files at any time, no questions asked
• Client Portal

  Share documents and messages to your matter with other parties, using a secure channel
• Automate Client Intake

  Create enquiry forms for your website, stylize them to reflect your brand and identity, collect details from prospects, and convert the information into a matter
• Customize Workflows

  Design your own or modify existing workflows
• Phone Call Log

  Keep track of phone calls from one location
• Advanced Time Entry

  More options on how your users can create and use time records to suit how your business records time
• Reassign Work

  Take the work assigned to a staff member and allocate it to another staff member, perfect for reassigning work when an employee leaves
• Consolidated Billing

  Create a single bill for multiple matters
• E-Billing

  Use UTBMS and LEDES to code time and expense entries
• Advanced Trust Accounting

  Get advanced configuration options to help reduce data entry
• Detailed Audit Trails

  Keep track of staff memeber’s activity and data changes in the system
• Heads-Up

  Schedule custom reports to get sent straight to your inbox
• Customize List Views

  Choose what you want to see, create you own reports, combine information from matters, calendars, tasks, and billing
• Customize Email Templates

  Use our document assembly engine to automate emails by combining data wih email templates
• Document Templates & Automation

  Save time and avoid data re-entry by creating document templates with merge fields, that use information saved in your system. Create letters, checks, bank deposit slips, and more
• External Data Reporting

  Customize and access your own reporting and dashboards outside of Actionstep (additional costs may apply).
• Customize User Permissions

  Get more control over what users can see and do in Actionstep
• Advanced Calendar Sync

  Synchronize matter information with your Google or Microsoft calendar
• Send Emails from Matters

  Work efficiently by sending information directly from your matters to staff, clients, and external parties
• Email Templates

  Save time on text re-entry, and maintain accuracy by creating automated emails templates, using data from your system
• Matter Type Converter

  Change a matter from one type to another, and retain all information
• Advanced Search

  Find exactly what you’re looking for, search through matters, documents, file notes, emails, and more
• Multi-currency General Ledger

  Full multi-currency general ledger on cash or accrual basis
• Banking

  Includes deposits, withdrawals, reconciliations, deposit slips, check series, and more
• Accounts Receivable

  Track your sales and debtors
• Accounts Payable

  Track your expenses and creditors
• Financial Reporting

  Includes balance sheets, income statements, trial balances, and more
• Multiple Divisions

  Track, tag, and report on transactions by division
• Dashboards

  Get an overview of your business at a glance, you have full control over layout and display options
• Actionstep calendar

  Open tasks and matters directly, link appointments to matters, create shared calendars, and view related appointments
• Advanced Customization
• Email Aliases
• Knowledge Base

  An online resource to store your company policies and procedures

Optional add-ons

• Practice Area Workflows

  Download pre-built workflows from our Marketplace
• App Integrations

  Integrate with applications like NetDocuments and HotDocs from our Marketplace
• API

  Connect to your favorite applications by using Zapier, or Actionstep’s own API
• Custom Reporting Download

  Get a download of your important business metrics, and load into your local (or hosted) database server
• Dedicated Server

  Own a server with as much power as you need
• Database Backups

  Get periodic backups from Actionstep, and store these locally
• Priority support