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Pricing · 2026

Actionstep pricing

8 plans on the record

Every plan

Practice Management

Priced on request

Matter and case management · Client intake and form management · Document management and assembly · Client portal · Workflow automation · Billing and trust accounting

Legal Accounting

Priced on request

General ledger · Banking and reconciliation · Accounts payable and receivable · Trust accounting · Financial reporting · Payments

Builder

Priced on request

Legal document template builder · Matter-data population · Conditional fields · Microsoft Word integration

Capture

Priced on request

Client intake forms · Embeddable webforms · Document and contact collection · Matter data mapping

Trace – AI Time Capture

Priced on request

Passive activity capture · AI-drafted time narratives · Automatic matter mapping · Native module

Acumen – Embedded Analytics

Priced on request

Pre-built dashboards · Standardized metrics · AI-powered questions and explanations · Role-based access

Trace - AI Time Capture

Priced on request

Acumen - Embedded Analytics

Priced on request