Actionstep

Actionstep is a customizable cloud-based law practice management system that organizes client intake, matter workflows, billing, and trust accounts. A drag-and-drop workflow builder automates tasks like conflict checks or email templates. Integration with Office 365 fosters collaboration on documents. Real-time dashboards show outstanding tasks or WIP. Actionstep suits small to mid-sized firms wanting advanced workflow customization, robust billing, and a flexible, modern approach to legal operations.