Actionstep Intelligence
Every billable moment captured. Every metric explained. Both inside Actionstep.
Introducing Acumen and Trace — AI-powered capabilities that capture more revenue and make firm performance visible, from inside the platform you already use.
Interested in Actionstep Intelligence?
The platform you run on, now doing more
Actionstep already holds your firm’s matters, billing, and client data — it’s the system your firm runs on every day. Acumen and Trace put that data to work: one gives you a clear, current view of how your firm is performing; the other makes sure the billable work your team is already doing actually gets captured and billed.
Nothing new to log into, and nothing to change about how your team already works — these are add-on modules inside the Actionstep you already use.
Your Firm’s Data, Already in Place
The institutional knowledge your firm runs on is already captured in Actionstep — your system of record for matters, billing, and client files.
Billable Work, Powered by AI
Trace passively captures billable activity across email, documents, and desktop tools, and then connects it back to the matter it belongs to.
AI-Assisted Answers, Instantly
Acumen surfaces AI-assisted insights and reporting grounded in your firm’s actual performance data, scoped to each user’s role.
Stop chasing reports. See your firm clearly.
Acumen gives every partner in your firm a current, trusted view of performance — no exports, no waiting, no second-guessing. One place to see WIP, billed, collected, and aged balances, without reconciling a dozen reports.
- Pre-built firm and fee earner dashboards — no setup required
- Every metric defined the same way, firm-wide, always
- “Explain This Number” — instant breakdowns of any metric
- Role-based access — firm leaders see the firm, fee earners see their own
The work is already done. Trace makes sure it gets billed.
Trace captures the billable work that happens between client work and the timesheet, automatically. It runs quietly in the background across email, documents, web browsers, and desktop tools before handing fee earners a draft entry to review, not a blank page to fill in.
- Passive capture — no timers, no manual logging
- Draft narratives ready to review, approve, edit, or dismiss in seconds
- Every entry reviewed and confirmed by the fee earner before it posts
- Native to Actionstep — no separate login, no new system to learn