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Actionstep: The Workflow-First Legal OS
Why this $34M revenue legal platform is beating Clio at its own game with radical workflow customization
While Clio dominates legal software with 129K monthly searches, Actionstep quietly builds a $34M business by doing the opposite: instead of forcing lawyers into rigid templates, it hands them a no-code engine to build their own legal operating system. The result? 71% direct traffic from firms who can't live without it.
"Actionstep doesn't sell software—it sells a methodology. The product is just the delivery mechanism for their workflow philosophy."
The Anti-Clio Strategy
Clio searches 214x more than Actionstep, yet Actionstep commands a 71% direct traffic share—nearly 3x industry average. This isn't a marketing deficit; it's a product moat. Firms don't discover Actionstep through Google ads—they get recommended it by power users who've rebuilt their entire practice around its workflow engine. The 220 monthly searches for 'Actionstep Outlook plugin' and 'Word plugin' reveal a user base so embedded they're searching for power features, not basic solutions.
The Workflow Obsession
With only 214 employees generating $34M ($159K per employee), Actionstep punches above its weight by building for builders. Their secret: treating legal workflows as code. While competitors sell pre-baked templates, Actionstep gives firms a visual workflow builder that turns matter management into assembly lines. This explains the 'Actionstep Enterprise Application Grant' searches—firms aren't just buying software, they're funding custom development for their bespoke legal machines.
The Trustpilot rating of 2.5/5 from only 6 reviews is actually telling: Actionstep isn't playing the review game. They're a B2B workflow engine, not a consumer app. The real signal is that 71% of traffic comes direct—users type 'actionstep.com' into their browser because it's where they run their firm, not where they research vendors.
- Workflow-first architecture: Every matter, document, and deadline lives inside custom-built automation chains
- Plugin ecosystem: Native Outlook/Word integration shows deep Microsoft ecosystem entrenchment
- Enterprise grant program: Actively funds custom development for large firms building proprietary tools
- Direct traffic dominance: 71% direct vs 25% organic proves product-led growth is working
The Silent Workflow Giant
Actionstep wins by making lawyers into product managers—turning their practice into a customizable assembly line that competitors can't replicate.
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Actionstep | Law Firm Management Software
Build your firm advantage with Actionstep: The legal management software that offers comprehensive control over your success. Perfect your legal workflows and build better client experiences.
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Reviews (6)
More Features than any other System
Actionstep certainly has it all. Basically everything I need to run my business. There are so many features that I still feel I am only using 50% of it's power and the Actionstep team keep on releasing new stuff. I love it!
Problematic System but getting better
Updated 2/2/25; Company is working on issues. They are still lacking in testing “fixes” prior to release but in reality, even with all their flaws, the system is still the best option out there. They apparently had a staffing issue that affected things. We are still trying to be patient dealing with “breaks” that occur with their “updates” but it has gotten a bit more stable. —————— A very long time ago this used to be a great system. We have been with Actionstep for almost 10 years. Over the years, we have seen numerous "updates" to their system. Like clockwork, each update they integrate breaks something that "used" to work. As a result, each update degrades the system and the breaks never get resolved. We have set up numerous workarounds as we invested so much money in getting the system set up but we are now at a place where the system just does not function as it should. We constantly get errors moving within the system itself and there is ZERO support. When something breaks, you regularly get a response like "We acknowledge the problem and have added it to our development queue. However, due to lower usage of this integration, a fix is unlikely to be implemented in the near future." What company continues to break the way its system works and then does absolutely nothing about it? I would strongly recommend that you steer clear of this company and its case management system. They need new leadership, a better development strategy, and need to redesign their customer service. I was shocked to reach out to one of the private Actionstep consultants only to be informed that many of their customers are now seeking out alternate solutions because of the ongoing technical issues with the Actionstep product, the non-existent support and the company's complete disregard when they break things that used to work.
Hi Sandy, I appreciate your feedback regarding some of the challenges you faced last year, and it is great to see that things are feeling more stable and performance has improved. Since your initial review, we have invested heavily in our product development teams. We have brought on more people and improved our internal processes to deliver the product improvements and bug fixes that you and other firms rely on, without sacrificing quality and stability. We will continue to improve in this space and our teams all have a laser focus on ensuring that we consistently remediate issues on the platform with minimal customer impact. I'd love to discuss this further with you to see if there is anything specific I can learn that we may be able to help with. I'd also like to share more detail about the initiatives we are working on in regarding continual improvements in the customer support space and to get your feedback. I've sent a request for your contact details via Trustpilot so we can get in touch. Warm Regards, Dan Trevarthen Sr. Director, Global Customer Support
Does not work for large files
Does not work for large files. Does not work for document management. Does not accurately bill time if per minute recording is required - it calculates incorrectly. Limited functioning of 'preview' meaning you have to repeatedly download documents in multiple tabs. Tedious to add accurate dates to documents. Dates always off by one day. Poor customer service reporting problems. Avoid.
Avoid!!!
Used to be cost effective and for that you put up with the poor functionality and customer service. Significant cost increases year on year and now unethical charging practices, have just been alerted that they have processed an invoice they know to be incorrect and higher than what was promised during a dispute resolution process. Avoid!
Do not use Actionstep, it not worth the trouble
I have been using Actionstep since 2016, the system not just getting worse with many bugs without technical support, but also became so expensive (around n$550.00 per month per user). When we have to leave Actionstep, the nasty bits were the data transfer. The trust account data can not be transferred. Actionstep gave us no grace period for data transfer which means as soon as your subscription ends, you are completely out of reach to your data. As we have reporting obligations for general and statutory trust accounts annually, we just can not access the trust data once you are out.
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About actionstep.com
Build your firm advantage with Actionstep: The legal management software that offers comprehensive control over your success. Perfect your legal workflows and build better client experiences.
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actionstep.com uses 21 technologies across their website including Google Fonts, PHP, WordPress, and more.
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actionstep.com receives approximately 377.2K monthly visitors and ranks #74,577 globally. The website has a bounce rate of 14% with visitors viewing an average of 19.1 pages per visit. Users spend an average of 20:43 on the site.
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