Partner Success Manager

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

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 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.