Actionstep is a cloud-based practice management platform that unifies matter management, email, documents, calendaring, timekeeping, billing, and trust accounting in one system. Customizable workflows automate tasks, key dates, and document assembly from intake to close, while the client portal keeps communication and file-sharing secure. Built-in billing and trust features, and accounting tools, simplify invoicing and compliance. Robust reporting and integrations help firms standardize process
Filevine is an AI-powered legal work platform that unifies case management, documents, intake, e-signature, billing, and reporting in one secure hub. Teams can “chat with the case” to surface facts and deadlines, automate taskflows and rules-based calendaring, and keep clients informed through a modern portal. Docs & Docs+ provide OCR, redaction, versioning, and robust PDF tools, while Lead Docket and Vinesign streamline intake and signatures. Built-in timekeeping, invoicing, and Filevine Payme