Practice management (all-in-one) · Software
Actionstep
Configurable legal practice management software for managing clients, matters, documents, tasks, time recording and billing. Automated workflows connect administrative and legal work; the Builder module adds document assembly using matter data.
- Practice management (all-in-one)
- Software
- Boutique
Opens actionstep.com
Verified by The Profession · 14 August 2026
Actionstep at a glance
Quick reference · Software
- Firm size fit
- Designed particularly for midsize law firms.
- Pricing model
- Per-user pricing plus implementation fees; request regional pricing.This detail can change — confirm against the official source before relying on it.
- Trust accounting
- NSW
Recorded use cases
For firms standardising repeatable matter workflows, client intake and reporting while retaining flexibility over process design and connected software.
Fit
- Deployment
- Cloud-based platform.
- Onboarding
- Implementation project; workflow configuration, data preparation and training should be scoped with the provider.
Ecosystem
- Integrations
- Microsoft 365; Xero; Zapier; bundledocs; InfoTrack. Module and regional availability vary.
Provenance
- Ownership
- Foreign-owned, PE-backed (Serent Capital)
Factual relationships
Recorded links between Atlas entries, separate from current activity.
Integrates with
Key links
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Public page: /atlas/practice-management/actionstep