Connect matters, intake, and billing | Stop re-entering the same client data
What is Actionstep?
Actionstep is a cloud-based legal practice management platform. Law firms use it to run matters end to end — client and matter records, time tracking and billing, trust accounting, document generation, and workflow steps that move a matter through its lifecycle.
Because Actionstep sits at the centre of a firm's operations, it usually needs to exchange data with everything around it: the intake form on the website, the accounting system, the document store, the phone system, and whatever the marketing team uses.
Business Process Automation with Connex & Actionstep
Actionstep exposes an API, which means we can connect it to the rest of your stack rather than asking your team to copy data between tabs.
Typical work we take on:
- Push new website or intake-form enquiries straight into Actionstep as a contact and matter
- Sync time entries and invoices between Actionstep and your accounting system
- Trigger document generation and e-signature requests when a matter reaches a given step
- Log calls, texts, and emails against the right matter automatically
- Feed matter and billing data into reporting so partners can see the numbers without a manual export
If the tool you need to connect has an API, we can build the integration. If it doesn't, we will find a workaround.
