Actionstep

Actionstep

Cloud-based legal practice management platform

Overview

Actionstep runs a cloud-based legal practice management platform for midsize law firms and compliance-focused businesses. It provides an all-in-one system for matter management, workflow automation, document automation/storage, time tracking, billing, and office and trust accounting, with integrations to Microsoft 365, Google Workspace, Xero, and QuickBooks, plus a secure client portal and mobile app. It differentiates itself by adapting to a firm’s existing processes rather than forcing a fixed workflow, and it has grown through acquisitions (LawMaster, FilePro, Soluno) under Serent Capital to expand globally. The goal is to help small- and mid-sized firms operate more efficiently with an integrated, scalable legal tech platform and to broaden its ecosystem worldwide.

About Actionstep

Simplify's Rating
Why Actionstep is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Legal

Company Size

201-500

Company Stage

Grant

Total Funding

$160K

Headquarters

Richmond, Virginia

Founded

2004

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Simplify's Take

What believers are saying

  • Actionstep Intelligence launched August 11, 2026, targeting billable-time capture and firmwide analytics.
  • ILTACON 2026 demos and new partner integrations should accelerate pipeline through late 2026.
  • UK adoption momentum grew with Qanooni and Thirdfort integrations in 2026.

What critics are saying

  • Salesforce, iManage, and Filevine squeeze Actionstep as midsize firms standardize stacks in 2026.
  • Actionstep Intelligence raises expectations; weak Trace adoption by Q4 2026 undermines AI differentiation.
  • Serent-backed acquisition integration debt from LawMaster, FilePro, and Soluno can delay product cohesion.

What makes Actionstep unique

  • Actionstep embeds workflows, billing, accounting, and AI inside one legal operating system.
  • Its 2026 iManage integration deepens document control without forcing lawyers out of Actionstep.
  • Actionstep serves 5,500 firms globally, giving it uncommon midsize legal workflow breadth.

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Funding

Total Funding

$160k

Above

Industry Average

Funded Over

1 Rounds

Grant funding comparison data is currently unavailable. We're working to provide this information soon!
Grant Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Work Hours

Unlimited Paid Time Off

Hybrid Work Options

Company Social Events

401(k) Company Match

Professional Development Budget

Training Programs

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

2%
Move FM
Aug 11th, 2026
Actionstep releases Actionstep Intelligence: AI built for the business of midsize law firms.

Actionstep releases Actionstep Intelligence: AI built for the business of midsize law firms. Aug 11, 2026 New built-in AI layer unifies and activates law firms' institutional knowledge, surfacing insights that help firms capture missed revenue, elevate expertise, and confidently execute client work DENVER, Aug. 11, 2026 /PRNewswire/ - Actionstep, the leading provider of cloud-based law firm operations software for midsize law firms, today released Actionstep Intelligence, an AI layer built directly into its practice management platform. Purpose-built for midsize law firms, Actionstep Intelligence delivers firmwide business insights, identifies revenue opportunities, and helps professionals understand, prioritize, and execute tasks across approved legal operational and financial workflows. The AI layer is designed for the business of law and the unique needs of midsize law firms. BigLaw often has bespoke data science teams and solo firms don't need enterprise-level insight. Midsize law firms sit in between, often running their business leanly, which makes many bolt-on AI tools too costly to adopt and fuel ROI. Actionstep Intelligence fills a gap for midsize law firms by activating AI intuitively within the workflows professionals already use, not bolting it on or requiring a separate solution or integration project. "The legal industry isn't short of AI promises. Midsize law firms have been told that AI is the answer to their challenges, without being given AI that works for them and their future," said Early Stephens, CEO, Actionstep. "A lot of what's on the market today sits outside the systems firms already use, which creates friction and higher overhead. We built Actionstep to adapt to how midsize firms run since day one, and Actionstep Intelligence brings that same approach to AI. Our AI is configured to the firm and developed to help it grow." Actionstep Intelligence works through four connected capabilities: * Context: Draws on the firm's matters, data, and workflows held securely within Actionstep's practice management platform. * Observe: Detects activity across email, documents, and Actionstep, understands the context of the work, and connects it to time capture, matter management, task completion, and billing so firms can bring in more revenue. * Recommend: Analyzes firms' business data and recent activity to identify trends, anomalies, and opportunities, recommending next steps to support informed and timely decision-making. * Execute: Proposes and carries out approved operational and financial work with human oversight and full audit trails. "Actionstep Intelligence works differently because of how deeply it understands each firm," said Triona Buckley, chief product officer, Actionstep. "AI built into the system of record, which firms have configured to how they want to operate, already understands their practice area, matter types, workflows, client histories, team structure, and more. Because that context is already there, the AI puts the right insights in the right hands at the right moments across the firm. The firm's knowledge becomes accessible to everyone who should see it, freeing professionals to focus on the work that genuinely requires their expertise." The first capabilities available through Actionstep Intelligence are AI-powered time tracking and business intelligence. AI-powered time tracking, Trace, observes and identifies billable activity across a fee earner's work, maps it to the right matter and billing codes, and prepares draft time entries for review inside Actionstep. Entries are not posted automatically, and the fee earner retains control over what reaches the bill. Trace helps firms bill faster, stay focused on client work, and capture more revenue. Firms have reported recovering 25-50 additional billable hours per lawyer per year, saving up to 100 hours of manual entry per lawyer annually and holding billing deductions and appeals to 3% or less. AI-enhanced business intelligence, Acumen, gives firm leaders, team leaders, and fee earners an interactive, role-specific, current, and curated picture of the financial and operational metrics they need to meet their KPIs, spot opportunities, and make more informed decisions. Acumen business intelligence is delivered through preconfigured, filterable, law-firm-specific dashboards within Actionstep. Acumen has an AI insight assistant to query reports, data sets, and trends and automatically surface insights and recommend actions tailored to the user profile and role. Acumen replaced the need to export and reconcile data through manually maintained systems or third-party tools. Actionstep is expanding Actionstep Intelligence later this year with additional capabilities across search, workflow execution, and an MCP server. Actionstep will be at ILTACON 2026 in Nashville, August 23-27, where members of the leadership team will be available for product demonstrations. About Actionstep Actionstep is the leading law firm management platform for midsize firms around the world. Built to adapt to a firm's unique strengths and goals, Actionstep empowers more than 5,000 firms globally to modernize operations and build lasting advantages in the legal marketplace. Connected capabilities like client intake, matter management, document management and automation, time tracking, billing, legal accounting, and business reporting, support users globally. Learn more and request a demo at www.actionstep.com. Facebook Comment

PR Newswire
Aug 11th, 2026
Actionstep launches AI layer to help midsize law firms capture missed revenue and streamline workflows

Actionstep has released Actionstep Intelligence, an AI layer integrated into its practice management platform for midsize law firms. The system activates institutional knowledge to surface business insights, identify revenue opportunities, and help professionals execute client work. The AI operates through four capabilities: Context, which draws on firm data; Observe, which detects activity across email and documents; Recommend, which analyses business data to identify trends; and Execute, which carries out approved operational work with human oversight. Initial features include AI-powered time tracking (Trace) and business intelligence (Acumen). Firms using Trace have reported recovering 25-50 additional billable hours per lawyer annually whilst saving up to 100 hours of manual entry. Actionstep serves over 5,000 firms globally and will demonstrate the technology at ILTACON 2026 in Nashville from 23-27 August.

VXT
Jun 11th, 2026
VXT and WorkCloud announce strategic partnership.

VXT and WorkCloud announce strategic partnership. June 11, 2026 WorkCloud, a legal technology consultancy and long-standing Actionstep implementation partner, and VXT, a phone system built specifically for law firms, have announced a strategic partnership to help firms modernise their client communication and time capture. The partnership brings together WorkCloud's experience supporting more than 400 law firms across Australia and New Zealand as they move to cloud-based practice and document management systems, with VXT's legal-specific phone system that integrates directly with practice management software such as Actionstep. Together, VXT and WorkCloud will support firms looking to move away from generic or legacy phone systems, fragmented workflows, and manual processes. WorkCloud is Actionstep's original consulting partner and one of only two Platinum partners globally. Over the past decade, the team has implemented Actionstep for more than 4,000 users and worked with over 400 law firms, continuing to support firms as their technology needs evolve. Richard Jones, CEO at WorkCloud, said the consultancy partners with systems that are easy to use and integrate with what law firms already have in place. "When we recommend technology to our clients, we're looking for best-in-class tools that fit their specific requirements and work well with the systems they already use", Jones said. "We focus on software that reduces manual work and delivers real efficiency gains". Sophie Svenson, Head of Marketing & Partnerships at VXT, said the partnership is designed for firms already working with WorkCloud that want their systems to function as a more complete, connected whole. "Calls carry a lot of important information, but that information doesn't always end up in the matter", Svenson said. "By working together, we give firms a trusted way to make sure call data - including transcripts and billable time - is captured automatically in Actionstep, without adding another disconnected system". WorkCloud is an AI-first legal consultancy, working with firms to identify manual processes and introduce systems that deliver practical efficiency gains. As part of this approach, WorkCloud prioritises tools that apply AI in ways that are immediately useful - including improving information capture, reducing administrative effort, and supporting better use of data across connected legal systems. Jones said the partnership with VXT reflects how WorkCloud supports firms once core systems are in place. "For many firms, Actionstep sits at the centre of their operations", he said. "From there, it's about making sure the surrounding systems work properly together. Tools like VXT improve how calls, time, and client communication are captured and managed". By integrating VXT with Actionstep and other legal software, firms can automatically log calls, generate AI-powered call summaries, and capture billable time without relying on manual processes. The VXT-WorkCloud partnership further strengthens VXT's growing ecosystem of legal technology partners, supporting law firms across Australia, New Zealand, the United Kingdom, and North America. See the partnership in person. To mark the partnership, VXT and WorkCloud are co-hosting a file-notes-live in Sydney on Wednesday 22 July. file-notes-live is an intimate, in-person event for ambitious law firm leaders. Each event features an expert speaker and candid conversations about the realities, opportunities and challenges of running a firm, covering technology, talent, growth, and everything in between. This private lunch is for leaders thinking carefully about where AI and other technology fit in their firm. About VXT. VXT is a phone system built specifically for law firms. It integrates with legal practice management software to show caller information on incoming calls and automatically save call details - including transcripts, summaries, and billable time - to the correct matter. More than 10,000 lawyers use VXT, collectively making over 24 million calls, with over 140 law firms joining the platform each month. About WorkCloud. WorkCloud is a legal technology consultancy that helps law firms modernise their systems, workflows, and operations. Established in 2014, WorkCloud is a trusted implementation partner for Actionstep and other leading legal technology platforms. Having worked with more than 400 law firms and implemented over 4,000 Actionstep users, WorkCloud focuses on helping firms achieve measurable improvements by selecting, integrating, and optimising the right systems for long-term success.

CitizenWire
Jun 3rd, 2026
News: Secured Signing announces seamless integration with Actionstep to automate law firm workflows | CitizenWire.

News: Secured Signing announces seamless integration with Actionstep to automate law firm workflows | CitizenWire. MOUNTAIN VIEW, Calif. /CitizenWire/ - Secured Signing, a leading provider of secure digital signature, online notarization, video signing and identity verification solutions, announces a powerful new integration with Actionstep, the cloud-based practice management platform trusted by modern law firms. This integration delivers a frictionless workflow that empowers legal professionals to draft, send, sign, and file documents all without ever leaving Actionstep platform. In an industry where manual data entry often leads to costly errors and lost billable hours, this integration offers a direct solution: Sign. Save. Stay in Actionstep. By plugging Secured Signing directly into the Actionstep dashboard, firm data such as signer names, emails, and matter numbers are pre-populated automatically. Once a document is executed, it "returns home," automatically saving back against the correct matter and updating relevant data fields in real-time. "Law firms running on Actionstep already benefit from an exceptionally powerful practice management platform," said Mike Eyal, CEO of Secured Signing. "Now, they can amplify that power with a sophisticated, purpose-built e-Signature and digital identity layer." This integration delivers the seamless, reliable signing experience legal teams expect eliminating copying, pasting, manual filing, and every other workflow bottleneck. KEY FEATURES OF THE INTEGRATION: * Direct Dashboard Initiation: Initiate signature requests, Remote Online Notarization (RON), In Person Electronic Notary (IPEN), Video Signing, and identity verification directly within Actionstep. * Automatic Matter-Centric Save-Back: Executed documents are automatically filed against the matching matter number, ensuring a tamper-evident audit trail is always where it belongs. * Real-Time Status Tracking: Monitor document signing progress at a glance to keep deadlines on track and instantly spot matters that need follow-up. * Enhanced Security & Identity Verification: Features include proactive deepfake detection and biometric matching to safeguard firms against signer identity fraud. This integration is purpose-built for law firms of any size that require enterprise-grade security, including PKI-based Advanced Electronic Signatures (AES), individual digital certificates for every signer, Online Notary, and Remote Witnessing, all while delivering a completely frictionless user experience. The Secured Signing for Actionstep integration is available now. For more information or to request a demo, visit Secured Signing. Learn more at: https://www.securedsigning.com/integrations-api/actionstep/ ABOUT SECURED SIGNING Secured Signing is a global provider of digital document signing offering Advanced e-Signatures and Remote Online Notarization solutions, trusted by legal professionals, financial institutions, healthcare providers, government agencies, and businesses worldwide. Its platform combines compliance-grade security with an intuitive user experience, enabling organizations to execute documents with confidence - wherever their signers are located. For more information, visit: https://www.securedsigning.com/ Information is believed accurate but is not guaranteed. For questions about the above news, contact the company/org/person noted in the text and NOT this website.

LexBlog
Apr 30th, 2026
Actionstep honored as Bronze Stevie(R) Award winner in 2026 American Business Awards(R).

Actionstep honored as Bronze Stevie(R) Award winner in 2026 American Business Awards(R). Actionstep was named the winner of a Bronze Stevie(R) Award in the Best Use of Technology in Customer Service category in The 24th Annual American Business Awards(R) today, recognizing the company's AI assistant, Scout. The American Business Awards are the United States' premier business awards program. All organizations operating in the US are eligible to submit nominations. More than 3,700 nominations from individuals and organizations of all sizes and in virtually every industry were submitted this year for consideration in a wide range of categories, including Startup of the Year, Executive of the Year, Best New Product or Service of the Year, Marketing Campaign of the Year, Thought Leader of the Year, and App of the Year, among others. Actionstep was nominated in the Best Use of Technology in Customer Service category for its work as a legal accounting and practice management software provider. Scout is Actionstep's AI assistant, built with robust adaptability and exceptional learning capabilities. Launched in April 2025 following a year of meticulous development and testing, Scout was designed to provide 24/7 self-service support for Actionstep customers, reducing the burden on human support agents while delivering fast, accurate assistance. Since its launch, Scout has proven equally capable of resolving common support issues and guiding customers through complex legal accounting and practice management workflows with thorough, step-by-step instructions. Beyond customer support, Scout has also become a valuable internal tool, helping to onboard and train new employees by drawing on Actionstep's entire knowledge base. The initiative is now expanding across the broader Actionstep group, demonstrating its scalable value as the company continues to grow. "This award reflects our commitment to pairing technology with genuine customer empathy. Scout wasn't built to replace the human touch. It was built to extend it, giving our customers faster answers and our team the space to focus on the moments that truly matter. Being recognized by the American Business Awards validates that approach, and motivates us to keep pushing the boundaries of what great customer service looks like." - Daniella Bohill, SVP of Customer Success, Actionstep More than 230 professionals worldwide participated in the judging process to select this year's Stevie Award winners. "Organizations across the United States continue to set a high standard for innovation and performance," said Stevie Awards president Maggie Miller. "The breadth and quality of nominations submitted to The 2026 American Business Awards reflect a dynamic and competitive business environment, where organizations are finding new ways to drive growth, deliver value, and make an impact. We congratulate all of this year's Stevie Award winners and look forward to celebrating their accomplishments at our June 9 awards ceremony in New York." Details about The American Business Awards and the list of 2026 Stevie winners are available at https://ABA.StevieAwards.com.

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