vioscaleAI
Legal Practice ManagementUnclaimed

Actionstep

Cloud-based law firm management and accounting software for midsize legal practices

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Also known as
actionstep

Available worldwide

What is Actionstep?

Integrated practice management and accounting platform combining matter management, client communication, billing, trust accounting, document assembly, and workflow automation designed for law firms.

Independently observed

Actionstep pricing

Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.

Pricing as of verify at live pricing ↗Independently observed
Subscription

Per user pricing plus implementation fees. Requires contacting sales.

Practice Management

Contact sales
Contact sales

Core platform including matter management, client intake, document management and assembly, CRM, client portal, billing, trust accounting, and workflow automation

  • Matter & Case Management
  • Client Intake & Form Management
  • Document Management, Assembly, & Storage
  • Client Relationship Management
  • Client Portal
  • Custom Business Reporting
  • Marketing & Business Development
  • Client Communication
  • Advanced Calendaring
  • Task and Process Management
  • Data Management
  • Workflow Automation
  • Core Accounting Tools
  • Financial Reporting
  • Microsoft Office Connection
  • Access to Powerful Integrations
  • Enterprise-Level Security
  • Single Sign On (SSO)
  • Federated Single Sign On (SSO)
  • Time Capture & Time Sheets
  • Comprehensive Billing
  • Trust Accounting
  • Client Accounting

Legal Accounting

Contact sales
Contact sales

Standalone or add-on accounting module with general ledger, banking, trust accounting, revenue recognition, and financial reporting. North America only.

  • Multi-Currency General Ledger
  • Banking Transactions & Reconciliation
  • Profit & Loss Statements
  • Expense and Disbursement Management
  • Accounts Payable & Receivable
  • Cashflow Management
  • Budgeting
  • Forecasting
  • Revenue Recognition
  • Payments

Add-ons

  • Builder
  • Capture
  • Trace – AI Time Capture
  • Acumen – Embedded Analytics

What Actionstep does

The capabilities that matter for legal practice management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.

Capabilities
Deployment model
Cloud web app
Iolta trust accounting compliance
-
Conflict of interest checker
-
Ledes ebilling aba task codes
-
Secure client portal for document sharing
✓
Native email outlook gmail syncing
-
Microsoft word plugin document assembly
✓
Integrated credit card and ach processing
-
Time tracking and timer widgets
✓
Matter centric calendaring rules
-
SOC2 type ii
-
ISO 27001
-
Pricing model
Flat monthly per user
Independently observed

Platform & deployment

Independently observed
Platforms
  • Web
Deployment
  • Cloud / SaaS

Integrations (10)

Independently observed
email
  • Outlook⇄
  • Gmail⇄
calendaring
  • Google Calendar⇄
cloud_storage
  • Google Drive⇄
document_editing
  • Microsoft Word
workflow_automation
  • Microsoft Power Automate⇄
document_management
  • NetDocuments⇄
accounting
  • Xero⇄
time_tracking
  • MiTimes⇄
  • Josef

Actionstep alternatives

Other legal practice management we track, ranked by the same independent score.

All Actionstep alternatives, ranked →

Compare Actionstep

Side by side against other legal practice management, attribute by attribute, with a source on every value.

Independent · unbought · dated

The vioscaleAI score: one lens on the evidence

Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Actionstep, not the verdict.

Balanced composite 36 / 100
low · 33%
Signal contributions to the composite score
SignalScoreWeightContributionEvidence
Capabilities580.042.5✓
Security posture450.041.9✓
Integrations300.051.5✓
Price level00.100.0-
Reliability00.060.0-
Pricing transparency00.090.0✓

Computed . Re-weight it by intent, or see the full method.

All data & sourcesshow ↓

Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.

Features

AttributeValueEvidence
CapabilitiesPricing model: flat_monthly_per_user · Deployment model: cloud_web_app · Time tracking and timer widgets: Yes · Microsoft word plugin document assembly: Yes · Secure client portal for document sharing: Yesmediumsource · 2026-10-06 · 60%

Integrations

AttributeValueEvidence
Count10mediumsource · 2026-10-06 · 60%

Market

AttributeValueEvidence
AvailabilityPrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: …highsource · 2026-10-06 · 75%

Pricing

AttributeValueEvidence
Modelquotemediumsource · 2026-10-06 · 60%
Free tierNomediumsource · 2026-10-06 · 60%
Price levelunknownmediumsource · 2026-10-06 · 60%
TransparentNomediumsource · 2026-10-06 · 60%

Security

AttributeValueEvidence
GdprYeshighsource · 2026-10-06 · 75%
Soc2Yeslowsource · 2026-08-21 · 48%
Trust centerhttps://www.actionstep.com/risk-intelligence-for-legal-professionals-a-guide-to-aml-ctf-compliance/mediumsource · 2026-10-06 · 60%
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