Legal Practice Management · Workflow-flexible legal PMS
ActionStep
integration & API.
Workflow-flexible PMS for firms with bespoke matter types — we build the bespoke layer alongside.
A What is ActionStep?
ActionStep in plain English.
ActionStep is a cloud-based legal practice management platform used by Australian and New Zealand law firms — particularly those handling commercial, family, and specialist legal work where standard PMS workflows don't fit. Strong at custom matter types and process automation within the platform. ActionStep acquired FilePro in 2024, which means approximately 4,000 Australian legal professionals on FilePro must migrate to ActionStep by December 2026 — a major forced-migration event currently driving integration and customisation demand across AU mid-tier firms. ActionStep also acquired LawMaster (mid/large firms), which is being wound down.
What businesses use it for
Common ActionStep
use cases.
- 01 Custom matter workflows for non-standard legal practice areas
- 02 Time recording, billing, and trust accounting
- 03 Document management linked to matters
- 04 Email and correspondence logging
- 05 Practice automation rules within the platform
- 06 Integration with Xero, MYOB, and other accounting platforms
Why custom?
Beyond the default ActionStep integrations.
ActionStep is a workflow-flexible practice management system favoured by Australian law firms with non-standard matter types. We build the custom layer most firms need on top: branded client portals, structured intake, document automation using your actual templates, and integrations with the rest of the stack.
What we build with ActionStep
Common ActionStep integrations.
Branded client portals reading from ActionStep matter records
Structured intake forms that create ActionStep matters with full pre-population
Document automation using ActionStep data with custom Word template libraries
AI-assisted correspondence classification feeding into ActionStep workflows
Reporting layers across multiple ActionStep firms (for multi-office practices)
CRM integration (HubSpot, Pipedrive) for the lead-to-matter handover
Lead capture and qualification flow that creates ActionStep matters when qualified
Commonly paired with
ActionStep works with the rest of your stack.
How we build
Production-grade.
Not Zapier in a trench coat.
Every ActionStep integration we ship handles failure properly: idempotent jobs, retry logic, dead-letter queues for unrecoverable cases, and observability so you can see exactly where data is at any moment.
Tested
Real test suite, real edge cases. Not just "it worked once."
Observable
You see what is happening — events logged, errors surfaced.
Maintainable
Documented, version-controlled, handed over properly.
More Legal Practice Management
Other legal practice management platforms we connect.
L LEAP
Custom integrations and bespoke layers around LEAP for Australian law firms.
S Smokeball
Document-driven PMS popular with small firms — we add the integration and automation layer.
BL By Lawyers
Precedent library sold as a LEAP add-on — we build the custom layer around how Australian firms use it.
FAQ
Common questions about ActionStep integration.
Does ActionStep have a public API for custom integrations?
Yes — ActionStep exposes a REST API that supports the bespoke integration patterns we typically build. We've worked with it across multiple firm-side engagements.
Can you build a workflow on top of ActionStep workflows?
Yes — ActionStep handles the matter-internal workflow well; we add the cross-system layer (client-facing intake, integration with Office 365, accounting handover) that ActionStep alone doesn't cover.
How does ActionStep compare to LEAP for custom integration?
Both have decent APIs. ActionStep tends to be more workflow-flexible at the platform level; LEAP is stronger for high-volume conveyancing and standard matter types. The right one is the one that fits your firm's actual workflow.
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