Actionstep
#9 of 39Workflow-driven legal practice management for process-oriented firms
Actionstep is the right pick if you want to systematize your firm's workflows so every matter follows the same playbook. The workflow builder is genuinely powerful. Skip it if you want a simple, pick-up-and-go tool — the setup investment is real.
Best for
Firms that want to standardize their workflows with step-by-step matter templates so every case follows the same process regardless of who handles it.
Company size
2-50 attorneys
What it costs
| Plan | Price | Users |
|---|---|---|
| Starter | $69 /mo per user | Custom |
| Professional | $99 /mo per user | Custom |
What's good
- Workflow automation is the core feature, with step-by-step matter templates that ensure nothing falls through the cracks
- Strong in conveyancing and property law workflows, which few competitors handle well
- Built-in trust accounting with compliance checks for multiple jurisdictions (US, UK, AU, NZ)
- API is robust enough to build custom integrations without hitting walls
What's not
- No free trial — you commit based on a demo
- G2 rating of 4.0 is below average, with users citing a steeper learning curve than competitors
- Interface looks dated compared to Clio or PracticePanther
- Originally built for the Australian/NZ market, so some US-specific features feel like afterthoughts
Features
17/18 features| Case Management | |
| Case / matter management | |
| Contact management | |
| Conflict checks | |
| Client intake forms | |
| Client portal | |
| Documents & Automation | |
| Document management | |
| Document automation | |
| E-signatures | |
| Email management | |
| Billing & Accounting | |
| Time tracking | |
| Billing & invoicing | |
| Trust / IOLTA accounting | |
| Scheduling & Deadlines | |
| Calendar management | |
| Task management | |
| Court rule deadlines | |
| Platform | |
| Reporting / analytics | |
| Mobile app | |
| API access | |
Common questions
Actionstep starts at $69/month. They offer 2 plan(s). Pricing was last verified 2026-04-11.
No, Actionstep does not currently offer a free trial.
Actionstep is designed for 2-50 attorneys. Firms that want to standardize their workflows with step-by-step matter templates so every case follows the same process regardless of who handles it..
Actionstep offers API access for custom integrations.
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