Practice or matter management system
Actionstep
Actionstep is listed here as a practice or matter management system.
Actionstep is law firm management software for midsize firms that combines practice management with legal accounting. Its central record is the matter, with clients, documents, calendar dates, time tracking, billing and invoices, and trust accounting for client funds kept around it. It is used by lawyers, firm leaders, practice managers, firm administrators and accounting staff.
What these workflow templates do
Every workflow template below works from an export from a practice or matter management system and changes nothing in it.
Workflows for practice and matter management systems
No workflow template names Actionstep yet. The templates below are not written for Actionstep by name; each is written for a practice or matter management system.
Matter budget and status summary Workflow template
Works from an export from a practice or matter management system.
Can see: the files the person supplies from their billing and practice management systems, with the column headers those systems export. Can change: nothing.
Matter closing checklist preparation Workflow template
Works from an export from a practice or matter management system.
Can see: matter record, open tasks and billing status. Can change: nothing.
Matter coverage plan for absences Workflow template
Works from an export from a practice or matter management system.
Can see: matter list, roles with backups and staff list. Can change: nothing.
Weekly open-matter check Workflow template
Works from an export from a practice or matter management system.
Can see: matters export and tasks export. Can change: nothing.
Weekly status requests to outside counsel Workflow template
Works from an export from a practice or matter management system.
Can see: matter list with status, firm, last update, budget and fees billed. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Actionstep
A connector an AI assistant can use.
Published by Actionstep, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Actionstep
A programming interface for software developers.
Published by Actionstep, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Actionstep is agreed when the work is scoped: a person who looks after Actionstep at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Actionstep MCP Server · MCP serverFound in the maker's own documentationActionstep's developer docs describe an MCP server that connects its practice management data to AI assistants such as Claude, for working with matters, contacts and documents.The maker’s page
- Actionstep API · Public APIFound in the maker's own documentationActionstep's developer docs describe an API for developers, which they request access to from the maker's support team, with a sandbox for testing.The maker’s page