--- description: Learn more about Actionstep price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Actionstep Pricing, Reviews & Features - Capterra New Zealand 2026 --- Breadcrumb: [Home](/) > [Law Practice Management Software](/directory/20038/law-practice-management/software) > [Actionstep](/software/139923/actionstep) # Actionstep Canonical: https://www.capterra.co.nz/software/139923/actionstep Page: 1 / 7\ Next: [Next page](https://www.capterra.co.nz/software/139923/actionstep?page=2) > Actionstep is a cloud-based law firm management platform built to streamline operations, improve efficiency, and support firm growth. > > Verdict: Rated **4.2/5** by 135 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Actionstep? Actionstep gives midsize law firms a single system that empowers every team—lawyers, administrative staff, and finance—to work efficiently and deliver better client service. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 135 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 3.9/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Actionstep Software - **Location**: Auckland, New Zealand - **Founded**: 2004 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please request pricing on our website. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States ## Features - Access Controls/Permissions - Accounting - Asset Accounting - Billable & Non-Billable Hours - Billing & Invoicing - CRM - Calendar Management - Case Management - Case Notes - Check Writing - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Conflict Management - Contact Database - Contact Management - Contract/License Management - Cross Ledger Posting - Customisable Invoices - Data Import/Export - Document Capture - Document Generation - Document Management - Document Storage - Electronic Payments - Expense Tracking - Fee Calculation & Posting - For Legal Professionals - Full Text Search - General Ledger - Invoice Management - Invoice Processing - Legal Case Management - Mobile Payments - Payment Processing - Performance Metrics - Project Management - Receipt Management - Reminders - Reporting & Statistics - Task Management - Tax Calculation - Tax Management - Time & Expense Tracking - Time Tracking - Trust Accounting - Version Control - Workflow Management ... and 1 more features ## Integrations (31 total) - 8am CasePeer - 8am LawPay - Actionstep Legal Accounting - Box - DecisionVault - Docusign - Dropbox Business - EffortlessLegal - Gmail - Google Drive - HubSpot CRM - InfoTrack - Josef - Kenect - LawConnect ... and 16 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Law Practice Management Software](https://www.capterra.co.nz/directory/20038/law-practice-management/software) ## Related Categories - [Law Practice Management Software](https://www.capterra.co.nz/directory/20038/law-practice-management/software) - [Business Management Software](https://www.capterra.co.nz/directory/30532/business-management/software) - [Legal Billing Software](https://www.capterra.co.nz/directory/20039/legal-billing/software) - [Legal Case Management Software](https://www.capterra.co.nz/directory/20040/legal-case-management/software) - [Legal Document Management Software](https://www.capterra.co.nz/directory/10049/legal-document-management/software) ## Alternatives 1. [Clio](https://www.capterra.co.nz/software/105428/clio) — 4.7/5 (1737 reviews) 2. [LEAP](https://www.capterra.co.nz/software/147413/leap) — 4.3/5 (542 reviews) 3. [8am MyCase](https://www.capterra.co.nz/software/115613/mycase) — 4.6/5 (791 reviews) 4. [Smokeball](https://www.capterra.co.nz/software/133656/smokeball) — 4.8/5 (358 reviews) 5. [Actionstep Legal Accounting](https://www.capterra.co.nz/software/187835/soluno) — 4.5/5 (104 reviews) ## Reviews ### "Mostly good with some things which can be improved." — 4.0/5 > **Himanshu Jasvantray** | *13 November 2024* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available. > > **Cons**: 1. Now, they do not have single use licence anymore (a very big downside for persons like me who are planning to have a single user licence). 2. The creation of templates process can be easier and user-friendly. 3. The law-firms have Individuals and Companies as clients and also Family Trusts, Partnership Firms etc. and there are only two options - for individuals and for companies. which is limiting. Many things can be improved proactively. > > I have been a computer user since around 1986/87 and I find that I can work with Actionstep quite well overall, with a rider that every such system can be improved and have downsides. ----- ### "Mostly Good" — 4.0/5 > **Mike** | *23 November 2025* | Law Practice | Recommendation rating: 4.0/10 > > **Pros**: Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting. > > **Cons**: The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age. > > It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't. ----- ### "Very Detailed and Customizable CRM" — 4.0/5 > **Holly** | *17 April 2025* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: In depth features and options. I like the workflows option > > **Cons**: Quite intensive user set up is needed in order to maximize the potential > > I am a new user but so far I have used it to mange my client base and it is more than what I need. ----- ### "Buyer beware" — 4.0/5 > **Rebecca** | *26 June 2024* | Law Practice | Recommendation rating: 1.0/10 > > **Pros**: I liked the systems capabilities. The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up. > > **Cons**: VERY POOR SUPPORT. Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged exorbitant fees or referred to their affiliates, one that I was referred to had no idea and the templates were multi coloured font colours, then referred to another who was an "owner" of Actionstep... once I identified their business model ... signing everyone up, limited contact support, and the assistance you get is so generic, that eventually forces you to sign up to the outsiders that are actually insiders. DEPLORABLE ethics and business model in my mind. POOR XERO AND ACTIONSTEP integration SUPPORT and SYSTEM FLOWS WERE NEVER EXPLAINED > > POOR. I actually liked the system the Support and costs have sent me actively searching the replacement. ----- ### "Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients" — 5.0/5 > **Natalie** | *21 December 2017* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions. > > **Cons**: Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time. > > We are able to increase efficiency \& deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork. ----- Page: 1 / 7\ Next: [Next page](https://www.capterra.co.nz/software/139923/actionstep?page=2) ## Links - [View on Capterra](https://www.capterra.co.nz/software/139923/actionstep) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data