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Home/Legal/Legal practice management

Actionstep

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A modern, adaptable law firm management platform for midsize law firms.

  • Per user plus implementation fees
  • iOS, Android
Facts from actionstep.com, checked November 12, 2026.
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At a glance

  • Actionstep is listed under Legal practice management, alongside Clio, CosmoLex and Filevine.
  • Actionstep's pricing model: per user plus implementation fees.
  • Actionstep is available on iOS and Android.
  • Actionstep works with Microsoft Office 365 and Outlook.
  • Actionstep's main features: Matter management, Document automation, Time tracking and billing, Trust accounting, Client portal, Client intake.
  • Actionstep's website lists SOC 2 and SSO.
  • We haven't confirmed whether Actionstep has a free plan or a public API.

Facts from actionstep.com, checked November 12, 2026.

AI summary

The summary writes itself once 5 people have reviewed this tool.

It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.

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What we know so far

Main features
Matter management, Document automation, Time tracking and billing, Trust accounting, Client portal, Client intake
Works with
Microsoft Office 365, Outlook
Platforms
iOS, Android
Security and compliance
SOC 2, SSO
Facts only, from the tool's website or its vendor. Opinions come from reviewers. Suggest a correction
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How Actionstep compares

With other legal practice management tools, on the facts each website lists.

All Actionstep alternatives
  • LawcusNo reviews yet
    Choose Lawcus for
    • macOS, Windows or Linux
    • Integration with Gmail, QuickBooks or Xero
    • GDPR
    Choose Actionstep for
    • iOS or Android
    • Integration with Microsoft Office 365 or Outlook
    • SOC 2 or SSO
    Actionstep vs Lawcus
  • CCosmoLexNo reviews yet
    Choose CosmoLex for
    • Integration with Microsoft 365, QuickBooks Online or Dropbox
    • GDPR
    Choose Actionstep for
    • Android
    • Integration with Microsoft Office 365 or Outlook
    • SSO
    Actionstep vs CosmoLex
  • RMRocket MatterNo reviews yet
    Choose Rocket Matter for
    • Integration with QuickBooks Online, Office 365 Outlook or Google Calendar
    • GDPR
    Choose Actionstep for
    • Integration with Microsoft Office 365 or Outlook
    • SSO
    Actionstep vs Rocket Matter

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