Estate Planning & Elder Law Practice Management Software

Actionstep is the #1 Legal Practice Management Software for Estate Planning & Elder Law firms, helping you grow your firm, better serve your clients, and automate your practice.

Actionstep has been trusted and loved by Estate Planning and Elder Law Professionals for over a decade.

Grow your firm

Provide your clients with exceptional service right from the get-go. Actionstep gives you all the marketing, prospecting, and CRM tools you need to find and win new business.

Better service, higher returns

Create a ‘wow’ moment with your clients. Annual maintenance triggers remind you when it’s time to contact clients again – helping increase revenue opportunities, improve your service, and build relationships with your clients and their families.

Goodbye to Repetition

Give your keyboard a rest and focus on the more important stuff. Actionstep lets you generate documents and emails in a flash, and automatically assigns tasks to the right staff member at the right time.

Keep clients data safe

Your clients will love using Actionstep’s secure client portal to view, download, and upload their documents.

And that’s just the beginning. Actionstep has absolutely everything you need to power your practice.

Actionstep testimonial

Actionstep enabled us to build our internal procedures into automatically-generated tasks and workflows, and in combination with other customizable features, it has streamlined processes, improved communication, and allowed us to serve our clients more efficiently. It has been an integral part of our firm’s growth and success over the past two years.

-Malinda Joshi, Elder Law of East Tennessee


Actionstep allows you to quickly build your own workflows and utilize your existing document templates for document automation. You also have the option also use one or more of these great third-party prebuilt packages.

The #1 solution for Estate Planning & Elder Law

Start your 14-day free trial today.