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8 plans on the record
Every plan
Practice Management
Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting
Read 27 Sep 2026 · actionstep.com
Legal Accounting
General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments
Read 27 Sep 2026 · actionstep.com
Builder
Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration
Read 27 Sep 2026 · actionstep.com
Capture
Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping
Read 27 Sep 2026 · actionstep.com
Trace – AI Time Capture
Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module
Read 21 Sep 2026 · actionstep.com
Acumen – Embedded Analytics
Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access
Read 21 Sep 2026 · actionstep.com
Trace - AI Time Capture
Read 27 Sep 2026 · actionstep.com
Acumen - Embedded Analytics
Read 27 Sep 2026 · actionstep.com