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Actionstep

Cloud practice management platform for midsize law firms with AI Time Capture through Trace, Actionstep Intelligence for intake, filing and administration, and Acumen analytics alongside case management and accounting.

4.0 Legal AI
4.0 Very good 4.0
Law-firm-specific accounting and trust accounting built in No published prices, and implementation fees are extra
Reviewed by Challenging Voice Editorial · Updated Oct 2026 How we rate
PricingContact for Pricing
Free planNo
CompanyActionstep
PlatformsWeb
CategoryLegal AI
Last reviewedOct 2026
Ask AI about Actionstep ChatGPT Claude Perplexity

Overview

Actionstep is a cloud-based practice management platform for midsize law firms, based in Denver, Colorado, with more than 5,000 law firms worldwide as customers. It combines case and matter management, accounting and trust accounting, billing, document automation, client intake and a client portal, and connects to Microsoft Office 365, Xero, Zapier, DocuSign and more than 45 other applications.

Its homepage names three AI-related capabilities. AI Time Capture, sold as the Trace module, captures billable work as it happens and leaves it ready for review. Actionstep Intelligence is described as AI that improves time capture, client intake, filing and administration. Business Intelligence, sold as Acumen, adds embedded analytics on firm performance.

Pricing is per user plus implementation fees and varies by region across the US, UK, Australia, New Zealand and Canada. No dollar figures are published; the pricing page uses Request Pricing buttons. Core plans are Practice Management and Legal Accounting, which is North America only, with add-on modules Builder, Capture, Trace and Acumen. No trial is mentioned, and the site directs visitors to book a demo.

Key features

  • AI Time Capture through the Trace module
  • Actionstep Intelligence for intake, filing and administration
  • Acumen embedded analytics on firm performance
  • Case management, billing and trust accounting in one platform
  • Document automation and client intake modules

Screenshots & demo

Actionstep screenshot 1

Pricing

Actionstep uses custom pricing. Contact their team for a quote based on your needs.

  • Pricing modelContact for Pricing
  • Starting priceCustom
  • Free planNo
Visit Actionstep

Pricing is provided as a guide. Check the official site for the latest plans.

Pros & cons

Pros

  • Law-firm-specific accounting and trust accounting built in
  • AI time capture targets unbilled hours
  • Integrates with Office 365, Xero and 45+ other applications

Cons

  • No published prices, and implementation fees are extra
  • No trial is mentioned; evaluation goes through a demo
  • Trace and Acumen are add-on modules, not part of the base plan

How it compares

ToolRatingFreeFromBest known for
Actionstep (this tool)4.0No—AI Time Capture through the Trace module
Litify3.8No—Matter management across the case lifecycle
MyCase3.8No—8am IQ Case Assistant – document summarization, OCR, timelines, next steps
Eve4.2No—Built for plaintiff-side firms specifically

Alternatives to Actionstep

4 tools matched to Actionstep on what they do, their category and their price.

Litify

3.8

End-to-end legal practice platform built on Salesforce – matter management, intake and document handling with AI across the case lifecycle.

Contact for Pricing Legal AI

MyCase

3.8

8am IQ Case Assistant reads and summarizes case documents, runs OCR, builds timelines, and surfaces next steps – built into practice management, not bolted on.

Contact for Pricing Legal AI

Eve

4.2

Legal AI built specifically for plaintiff law firms rather than for legal work in general.

Contact for Pricing Legal AI

VXT

4.0

Phone system for law firms that logs billable time from the call automatically.

Contact for Pricing Legal AI

Frequently asked questions

What is Actionstep?
Actionstep is a cloud-based practice management platform for midsize law firms, based in Denver, Colorado, with more than 5,000 law firms worldwide as customers.
Is Actionstep free?
Actionstep does not offer a free plan.
What are the best Actionstep alternatives?
The closest matches in the directory are Litify, MyCase, and Eve, compared side by side above.

Reviews

4.0 Editorial rating No reviews yet

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