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Last update: February 2024

Recommended for:


  • All in One Practice Management


An excellent and well established international vendor with a modern and attractive AWS hosted platform, Actionstep is a comprehensive practice management solution that offers a wide range of features and tools to streamline and enhance law firm operations.

Larger firms with more comprehensive document management requirements can benefit from tight integration with NetDocuments among a suite of available integrations.


What we like most about Actionstep:

  • Very open and approachable business.

  • Functionality to suit both smaller and mid-market law firms.

  • Fully browser based platform.

  • Wide range of integrations with other quality providers.

  • User friendly interface.

  • Customisable workflows.

  • Strong roadmap.

  • Both Native and Xero accounts options available.

Want to know more?

Ask Hindsight Legal Consulting about Actionstep or request an introduction.

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Business structure: 

Backed by Serent Capital, Actionstep has offices in the US, UK, Australia and New Zealand and has customers in 60+ jurisdictions. 

Ease of use: 

The ease of use of the Actionstep solution befits a true cloud application that is well designed and supports a multitude of customers across a range of demographics and jurisdictions. The user experience is enhanced through the availability of an excellent mobile application available on both Apple and Android platforms. 

Actionstep allows firms to easily master their system and implement changes, while it’s no-code, it is still highly configurable and extendable.

Architecture & roadmap: 

100% browser based and AWS hosted, Actionstep has a robust and future proof architecture. Interaction with the ActionStep team highlight a refreshingly positive approach to extending the future functionality and as such, the solution has a strong roadmap.


An open approach to integration and strong line up of existing integrations with well chosen complementary solutions (many featuring elsewhere in this guide) are a benchmark of modern software design and reflect well on the desire of Actionstep to work well with other leading providers in the industry. There is also good API support for non-standard integrations.


Actionstep utilise a combination of in-house and outsourced implementation resources, by jurisdiction, to load balance the resourcing necessary for this highly configurable solution. The business has the practiced approach to implementation that you would expect from a rapidly growing customer base.

Value for money: 

With a modern subscription approach to licensing and a sensible approach to pricing for add on components such as "off the shelf" workflows, Actionstep won't break the bank but has a strong licensing model that will underpin the future stability of the business.

Things to consider:

For larger firms there is likely to be a reliance on implementing NetDocuments (well established integration) for more advanced document management features - this is certainly not a negative as this is a great system, but it will increase cost.

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