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features
design
support

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Write a Review

Description

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

Description

At Perfect Practice®, we prioritize delivering cutting-edge software solutions aimed at enhancing your firm's productivity in a dynamic landscape. Our platform is capable of managing your entire practice, featuring the most customizable screen designs on the market. With intelligent workflows, versatile reporting, and exceptional adaptability, we ensure that your case load continues to progress seamlessly, no matter the demands from clients or regulatory bodies. Our deep industry expertise and superior services will lead you towards improved financial performance. It goes beyond mere data storage or report generation; it involves comprehending and refining your firm's workflow to establish the most efficient operations. As your needs evolve, along with your clients and regulatory conditions, Perfect Practice serves as the adaptable platform that enables you to swiftly respond to changes, fill information voids, and seize new opportunities. This commitment to innovation ensures that your practice remains ahead in a competitive environment.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am LawPay Yes 
Axis LMS Yes 
Bundledocs Yes 
Dropbox Yes 
Gmail Yes 
Google Drive Yes 
Hivelight Yes 
Josef Yes 
Mitratech HotDocs Yes 
Nekton.ai Yes 
Process Server's Toolbox No 
QuickBooks Online Yes 
Quilia Yes 
SpeechWrite Yes 
Uptime Legal Yes 
VXT Yes 
Voyced Yes 
Xero Yes 
iTimekeep Yes 

Integrations

8am LawPay No 
Axis LMS No 
Bundledocs No 
Dropbox No 
Gmail No 
Google Drive No 
Hivelight No 
Josef No 
Mitratech HotDocs No 
Nekton.ai No 
Process Server's Toolbox Yes 
QuickBooks Online No 
Quilia No 
SpeechWrite No 
Uptime Legal No 
VXT No 
Voyced No 
Xero No 
iTimekeep No 

Pricing Details

$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial Yes 
Free Version No 

Pricing Details

$44.50 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Actionstep Software

Founded

2004

Country

United States

Website

www.actionstep.com

Vendor Details

Company Name

Perfect Practice

Founded

1984

Country

United States

Website

www.perfectpractice.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management No 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting Yes 

Legal Billing

Accounting Management Yes 
Automatic Billing No 
Calendar Management Yes 
Case Management Yes 
Client Portal Yes 
Document Management Yes 
Expense Tracking Yes 
Time Tracking Yes 

Legal Calendar

Case Defined Timekeepers Yes 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling Yes 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms No 
Records Management No 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management Yes 
Document Assembly Yes 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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