Case Management · Platform Profile
Actionstep is cloud practice management and legal accounting for midsize firms — workflow automation per matter type, a North American accounting suite, and an AI time-capture module added in 2026.
Actionstep, founded in 2004 by Ted Jordan in Auckland, New Zealand (first commercial use 2005), is a cloud practice management platform for midsize firms operating across the US, Canada, UK, Australia, and New Zealand, with its US office in Denver. It is privately held with growth-equity backing from Serent Capital since September 2020, and has expanded by acquisition: LawMaster (2022), FilePro (announced September 1, 2023) and the Soluno legal-accounting product (September 25, 2023, acquired from AffiniPay), and Traced Technologies (January 2026). After the FilePro deal it cited a combined subscriber base near 28,000 (company figure, 2023).
The platform's center of gravity is configurable workflow automation per matter type, surrounded by matter management, document automation (the Builder add-on), client intake (the Capture add-on), time recording, billing, a client portal, and reporting. In August 2024 it announced a North American legal accounting suite built on Soluno technology (customer rollout from October 2024) — general ledger, accounts payable, trust accounting, and financial reporting — sold as a second product alongside practice management.
Its AI direction arrived with the Traced acquisition: Trace, an AI passive time-capture module announced January 29, 2026, alongside vendor-described AI-assisted intake and filing. Pricing is quote-based — the live pricing page publishes no figures; both products are priced per user with separate implementation fees.
Midsize firms, general practice — explicitly not a PI specialist. It maintains a personal injury practice-area page with PI document templates and workflow-triggered client updates, but PI is one of fourteen-plus supported areas; its Software Advice profile lists bankruptcy, business, family, immigration, and real estate as primary segments. NZ/AU origins with a growing US footprint since the Serent investment.
| Vendor | Actionstep Ltd — privately held; Serent Capital growth equity since Sept 2020 |
|---|---|
| Founded / HQ | 2004; Auckland, NZ — US office in Denver, CO |
| Category | Cloud practice management + legal accounting, midsize firms |
| Acquisitions | LawMaster (2022), FilePro + Soluno (2023), Traced Technologies (Jan 2026) |
| Scale | ~28,000 combined subscribers (company figure, 2023) |
| Pricing model | Quote-based; per-user plus implementation fees; no published figures |
| AI | Trace AI time capture (announced Jan 29, 2026); AI-assisted intake/filing described |
| Key integrations | Microsoft 365, DocuSign, Zapier, Xero, InfoTrack, Smith.ai, Josef |
| Website | actionstep.com |
Actionstep competes for the midsize-firm slot where Filevine, Litify, and CARET Legal also pitch — differentiating on per-matter-type workflow configurability and, in North America, an owned accounting suite that removes the QuickBooks seam. Its integration list includes Smith.ai, connecting it to the reception layer profiled elsewhere in this directory.
For plaintiff firms specifically, the PI template set covers complaints, incident reports, and record requests, but medical-records, lien, and settlement tooling of the PI-native tier is not part of the platform — the evaluation is general-platform configurability versus specialist depth.
No — it is a general midsize-firm platform with a configurable PI workflow template set, not a PI-specific system.
In North America it offers its own legal accounting suite, built on the acquired Soluno technology; a Xero integration is also available.
No — per-user pricing plus implementation fees, by quote only.
It was founded and is headquartered in Auckland, New Zealand (2004), with a Denver US office and San Francisco/Austin-based PE backing since 2020.
Systems firms typically evaluate alongside Actionstep — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by Actionstep Ltd. Actionstep and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
