It's been two months since this profile received a new review

Actionstep Reviews & Product Details

Actionstep is a law firm management platform that connects, organizes, and automates all the work that happens at midsize law firms. Our practice management and legal accounting solutions are built to adapt to a firm’s unique strengths and goals, supporting firms to modernize and build a firm advantage in the legal marketplace. With connected features, like client intake, matter management, document management and automation, time tracking, billing, legal accounting, and business reporting, Actionstep equips firms to do their work efficiently, delight clients, manage firm profitability, grow and oversee your firm.

Seller

Actionstep Software

Discussions

Actionstep Community

Languages Supported

English

Overview by

Emily Yingst

Pricing

Pricing provided by Actionstep.

Practice Pro + Accounting

$99.00

1 Per User Per Month

Premier

Starting at $149.00

1 Per User Per Month

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

Actionstep Integrations

(1)

Integration information sourced from real user reviews.

Actionstep Media

Matter Overview

Setting Tasks

Outlook Add-In

iPhone Outlook Add-In

G2 reviews are authentic and verified.

Here's how.

UL

Verified User in Law Practice

Small-Business (50 or fewer emp.)

1/16/2017

"Actionstep for Law Firms"

3.5/5

What do you like best about Actionstep?

I like that Actionstep is allows me to track our database's biographical info and that it lets me track reservations to our private and public workshops, dinners and CE Classes. I like that if I am entering duplicate biographical info for a contact, the system flags it before I save it. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

I dislike that none of the "tasks" seem to make sense with the timing of the events in which they are assigned. I also don't like that after I add someone to an event, if they later cancel, I can't keep them tied to that event. Once I delete their reservation, there is no longer a way to show that the contact was originally associated with that event. Review collected by and hosted on G2.com.

Recommendations to others considering Actionstep:

I recommend designating one place to enter notes that regard a particular client and maintaining that system across the board. There are many many options for you to leave notes and it will be very confusing for you if you and your staff are leaving file notes on different areas. Review collected by and hosted on G2.com.

What problems is Actionstep solving and how is that benefiting you?

Actionstep allows me to enter comprehensive biographical information for our database, search that information, generate reports based on that information and segment our database based on that information. Review collected by and hosted on G2.com.

JB

J.T. B.

Small-Business (50 or fewer emp.)

8/13/2018

"I love this program."

5/5

What do you like best about Actionstep?

The best feature about Actionstep is the ease with which I am able to customize the program to fit the needs of my team immediately and perfectly. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

I dislike not being able to change a name of a Contact once it is saved. Review collected by and hosted on G2.com.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

9/18/2018

"Okay Database, Ongoing Problems "

2.5/5

What do you like best about Actionstep?

Database functions to keep track of client information and notes feature. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

Constant issues around updates. Not reliable for drafting documents. Review collected by and hosted on G2.com.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

11/9/2017

"Great interface and ability to track work"

4/5

What do you like best about Actionstep?

The case management software is extremely easy to use and I like the up to date timeline feature on the homescreen. Review collected by and hosted on G2.com.

What do you dislike about Actionstep?

I dislike the time feature and notes update that basically create the same update when looking at the timline feature. Review collected by and hosted on G2.com.