ActionStep Legal Software - 2b1inc

Say Hello to Actionstep.

An All-in One Legal Software Solution.

All the basics are covered, you can track appointments and tasks, messages, emails & chats and manage case documents, billing, payments & accounting. But there’s more: Strong workflows, cloud based, web forms and portals. Get and exchange information with clients, a complete matter management system. Did we mention a strong workflow engine?

Integrate with Your Apps!

ActionStep Software Integrations

Actionstep integrates with Outlook 365 and Google Calendar. If Actionstep Accounting is not for you, you still can connect with QuickBooks online. Some other integrations available are NetDocuments, Google Drive, DocuSign, Dropbox, LawToolBox and more.

Custom Fields

With Actionstep, you can create your own unique custom fields to track any type of information important to your practice. Keep your unique matter information in one place and use it in your document templates!

Create Workflows

Actionstep can use tasks, appointments, and document templates to create step by step workflows that provide consistency in the processing of your matters.

Safe & Secure

Your data in Actionstep, travels through the Internet encrypted in HTTPS and stays that way at rest inside the data center, which is backed up to the Amazon cloud daily.

See How Actionstep Works

Actionstep Training

Need Help with Actionstep?

Not Sure? We Can Help!

Tell us how we can help your law firm run the way you need it to!