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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 for law firms that want less chaos and more clarity. Actionstep brings your matters, workflows, billing, and team together in one place, so you can spend less time managing software and more time serving clients. Firms love how easy it is to automate the repetitive stuff, onboard new team members without headaches, and scale confidently as their practice evolves. Whether you're a boutique firm or a multi-office operation, Actionstep works the way you do.

Product Website

Seller

Actionstep Software

Discussions

Actionstep Community

Languages Supported

English

Overview by

Emily Yingst

Value at a Glance

Averages based on real user reviews.

Time to Implement

5 months

View More Pricing Information

Actionstep Media

Matter Overview

Setting Tasks

Outlook Add-In

iPhone Outlook Add-In

Official Downloads

(5)

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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.