Actionstep Partner Summit 2025
We’re heading to Philadelphia!
The third-annual Partner Summit is coming to historic Philadelphia – conveniently located for easy travel from across North America, the United Kingdom, New Zealand, and Australia. The Actionstep Partner Summit is your opportunity to connect, collaborate, and grow alongside Actionstep’s thriving partner community from around the globe.
This summit will center on the theme of “The Possibilities of Actionstep,” where you will hear about where we’re taking the product in the short and long term and the potential of our partner community.
We hope you can join us this year!
Date: Tuesday, May 6th – Wednesday, May 7th
Where: Kimpton Hotel Palomar Philadelphia
117 South 17th Street Philadelphia, PA 19103
RSVP Today
The Possibilities of Actionstep
Exploring what’s next – together
At this year’s Partner Summit, we’ll dive into the exciting road ahead for Actionstep—sharing our product vision, short- and long-term enhancements, and the powerful possibilities partners can unlock. From driving greater value for your clients to shaping the future of legal tech, this is your opportunity to see where Actionstep is heading—and how you can grow with us.
Make the Most of Your Summit Experience
Pre-conference sessions that set you up for success
Get ahead with dedicated pre-conference sessions on Tuesday, designed to deepen your knowledge and sharpen your impact. Get hands-on with Actionstep Practice Management Training, where you’ll learn how to spark customer interest, deliver engaging demos, and provide exceptional support. Further your Actionstep Legal Accounting Training with a practical session focused on avoiding common pitfalls and mastering best practices. Or Builder Training to jumpstart your ability to demonstrate and sell Actionstep’s newest intuitive document automation product.
Connect and Celebrate
Unforgettable evenings with the Actionstep partner community
Beyond the sessions, some of the most valuable moments happen when the day winds down. Our evening events are all about strengthening connections—with fellow partners, Actionstep team members, and new friends from across the ecosystem. Enjoy a memorable dinner one night, and a fun, interactive experience the next that brings the spirit of historic Philadelphia to life. Whether you’re sharing stories or sparking new ideas, these are the moments that build lasting partnerships.
Down
Tuesday, May 6th
Pre-Conference Sessions
8:00 am – 9:00 pm 24th Floor
Breakfast
9:00 am – 12:00 pm 24th Floor
Pre-Conference Office Hours
Connect with Leadership, Product, and Sales
9:00 am – 12:00 pm 24th Floor
Pre-Conference Workshops & Product Training
- Actionstep Practice Management Training
- Actionstep Legal Accounting Training
- Builder Training
12:00 pm – 1:00 pm 24th Floor
Lunch
Conference Kickoff
1:00 – 1:30 pm 25th Floor
Welcome Summit Kickoff
Setting the Stage for Partnership and Growth
Christian McLaughlin
VP of Global Partnerships, Actionstep
1:30 – 3:00 pm 25th Floor
Actionstep Product Evolution
Roadmap, Innovations, and the Future of Our Platform
Triona Buckley
CMO, Actionstep
Chris Alaimo
CTO, Actionstep
3:15 – 4:00 pm 25th Floor
Empowering Partners & Customers
Enhancing Support, Success, and Certification
Daniella Bohill
SVP of Customers, Actionstep
4:00 – 4:30 pm 25th Floor
North America Market Update
Strategy, Vision & Go-To-Market Evolution
Scott Hughes
SVP of Business Development, Actionstep
4:30 – 5:30 pm 24th Floor
Happy Hour
6:00 – 9:00 pm
Dinner & Drinks at Harp & Crown
Wednesday, May 7th
7:30 am – 8:30 am 24th Floor
CEO Keynote
Innovation & What’s Next for Actionstep
Early Stephens
CEO, Actionstep
8:30am – 9:00 am 25th Floor
CEO Keynote
Innovation & What’s Next for Actionstep
Early Stephens
CEO, Actionstep
9:00 am – 9:45 am 25th Floor
Scaling for Mid-Market Success
Growing Together as a Partner Ecosystem
Anand Ablack,
President, North America, Xperate
Canada
9:45 – 10:00 am
Break
10:00 – 10:30 am 25th Floor
Legal Accounting That Works for North American Law Firms
Why Actionstep is the Right Choice
Deb Schaefer
Consultant
United States
10:30 – 11:00 am 25th Floor
AI-Powered Legal Workflows
Smarter Case Management & Data Insights
Aaron Fritz
President, Inertia Legal
United States
11:00 – 11:30 am 25th Floor
Beyond Case Management
Running a Law Firm with Actionstep
Greg Sando
Director, WorkCloud Solutions
Australia
11:30 am – 12:00 pm 25th Floor
Cybersecurity in Law Firms
Navigating Today’s Digital Threats
Nick Cirino
Senior Director – LegalTech, Sikich
United States
12:00 – 1:00 pm 24th Floor
Lunch
1:00 – 2:00 pm 24th Floor
BREAKOUT 1:
Unlocking AI Potential in Actionstep
Real Use Cases & Future Opportunities
John Ellis
Client Services Director, Nexian
United Kingdom
1:00 – 2:00 pm 24th Floor
BREAKOUT 2:
Solving Problems with the Actionstep API
Innovation Through Integration
Nicholas Mulrine
Software Developer – Team Lead, Verlata Consulting
Australia
2:00 – 3:00 pm 24th Floor
BREAKOUT 3:
Product Deep Dive
Actionstep’s Builder
Jennifer Ramovs
Senior Director, Solutions, Actionstep
Will McCoy Solutions Consultant, Actionstep
2:00 – 3:00 pm 24th Floor
BREAKOUT 4: Product Deep Dive
Practice Management & Legal Accounting Integration
Natasha Dubauskas-Reed
Director, Innovation, Actionstep
3:00 – 3:15 pm
Break
3:15 – 3:45 pm 25th Floor
Change Management Best Practices
Guiding Firms Through Transformation
Daniella Bohill
SVP of Customers, Actionstep
3:45 – 4:45 pm 25th Floor
Mastering SOW & Level of Effort Scoping
Trends in Upmarket Growth
Jennifer Ramovs
Senior Director, Solutions, Actionstep
4:45 – 5:15 pm 25th Floor
Closing & Awards Ceremony
Celebrating Success Together
Christian McLaughlin,
VP of Global Partnerships, Actionstep
Accommodations
We have negotiated a discounted room block at the Kimpton Hotel Palomar, the same convenient location where our sessions will be held, in Philadelphia’s vibrant and historic Rittenhouse Square neighborhood.
Kimpton Hotel Palomar Philadelphia
117 South 17th Street Philadelphia, PA 19103
Check out our 2024 recap
Connections, collaboration, and a whole lot of action(step)! Last year’s Actionstep Partner Summit included valuable insights, shared success stories, and partner connections over industry challenges in an engaging and energizing environment. We’re excited to build on that momentum this year.
Questions?
Email partnerships@actionstep.com or contact Christian McLaughlin at christian.mclaughlin@actionstep.com.
RSVP