{{Short description|Legal practice management software}} {{Orphan|date=October 2021}} {{Infobox company | name = Actionstep | logo = | logo_caption = | logo_alt = Actionstep Logo | type = Private | num_locations = 4 Global Offices | key_people = Early Stephens (CEO) | industry = Cloud Software | homepage = {{url|https://www.actionstep.com}} | foundation = New Zealand (2004) | location_city = Auckland | location_country = New Zealand }}
'''Actionstep''' is a cloud-based legal practice management software for law firms and compliance-focused businesses. Actionstep is built to be a comprehensive practice management software with features for workflow automation as well as automatic document generation<ref name="Actionstep Features">{{Cite web|url=https://www.actionstep.comau/|title=Actionstep Features|website=Actionstep |language=en-US|access-date=2020-01-29}}</ref>{{Citation needed|date=February 2025}}<ref>Company's own website</ref>{{better source needed|date=June 2025}}
== History ==
Actionstep was created by Ted Jordan, CEO of Actionstep, in 2004.<ref>{{Cite news|url=https://www.actionstep.com/about/|title=About us – Actionstep – Legal Practice Management Software|work=Actionstep|access-date=2017-03-16|language=en-US}}</ref> It was first used commercially in 2005 by a New Zealand construction franchise as well as a law firm. Actionstep soon expanded into central government and a wider range of small business users (mainly in New Zealand and Australia).<ref name=about>{{Cite web|url=https://www.actionstep.comau/|title=About Us|website=Actionstep|language=en-US|access-date=2020-01-29}}</ref>{{Citation needed|date=February 2025}}
After a few years the expanse of their legal client base prompted the company to add key legal specific features to the product with the aim of further expanding their legal market.
Through Actionstep's tenure as a practice management software they have gradually expanded from their headquarters in New Zealand and offices located in the United Kingdom and the United States of America.
In October 2020, private equity firm Serent Capital Partners purchased 84.25% stake in Actionstep.<ref>{{Cite web|title=Serent Capital Partners with Actionstep to Expand Global Presence, Accelerate Growth in U.S. Market|url=https://www.valdostadailytimes.com/news/business/serent-capital-partners-with-actionstep-to-expand-global-presence-accelerate-growth-in-u-s-market/article_fe3d83c1-9050-594a-8244-fff1448b40df.html|access-date=2020-10-08|website=Valdosta Daily Times|language=en}}</ref><ref>{{Cite web|title=Shareholdings|url=https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/1859348/shareholdings?backurl=H4sIAAAAAAAAAC2LQQrDMAwEf+NrXiBKTrnkEGg/sFiiMSSyasmF/L4m9LYzzE6Gt/iU62nQMpYLWt4fZ2UhDyijcYrLhESjxEjSh5CjVPUQS+AvNAtvUDkoWpd0h9drfJzmdf3zMxDdl1a73foH47IL83oAAAA=|access-date=2020-10-08|website=app.companiesoffice.govt.nz}}</ref>
In April 2022, the company announced unlimited annual leave to its staff<ref>{{Cite web |title=The Kiwi company offering unlimited annual leave to staff |url=https://www.nzherald.co.nz/business/the-company-offering-unlimited-annual-leave-to-staff/S7GU3KFDOHVE3ETU3TAR5ZJWUQ/ |access-date=2022-07-07 |website=NZ Herald |language=en-NZ}}</ref>
== Product == <nowiki>The premise of Actionstep is that it saves companies from having to purchase software tailored to their work flow and instead allows companies to modify the program without additional coding.{{</nowiki>Citation needed<nowiki>}}</nowiki>
<nowiki>The founder and CEO Ted Jordan used cloud technology to allow the software to be continuously updated without the need to purchase or redesign new software. This theoretically allows businesses to remain current all the time and cut external I.T. costs.{{</nowiki>Citation needed<nowiki>}}</nowiki>
Actionstep also integrates with software from other companies, such as Xero accounting, Microsoft Office & Office 365, Gmail, Google Drive, Dropbox, NetDocuments, QuickBooks, LawPay, BundleDocs, Box, HotDocs, Infotrack, GlobalX, PEXA, JOSEF and Zapier.<ref>{{Cite web|url=https://www.actionstep.comau/|title=Integrations|website=Actionstep |language=en-US|access-date=2020-01-29}}</ref>{{Citation needed|date=February 2025}}
Actionstep contains workflow automation features aimed at increasing office efficiency. These automated processes include automatic task assignment, information collection, document generation & automation, cataloguing, and matter generation.<ref name="Actionstep Features"/><ref>Company's own website</ref>{{better source needed|date=June 2025}}
== Awards ==
Actionstep was named First International Best of SaaS Showplace Award Winner in 2009.<ref>{{Cite web|url=http://thinkstrategies.com/2009/01/26/actionstep-first-international-winner-of-the-best-of-saas-showplace-award/|title=Actionstep First International Winner of the Best of SaaS Showplace Award|date=2009-01-26|website=Think Strategies|access-date=2016-04-12}}</ref> Actionstep has also been a finalist in the ComputerWorld Excellence Awards (2007), and the Vero Excellence in Business Support (2010).<ref>{{Cite web|url=https://www.scoop.co.nz/stories/BU1001/S00123/software-service-takes-company-into-finals.htm|title=Software Service Takes Company Into Finals |date=January 13, 2010|website=www.scoop.co.nz|access-date=2020-01-29}}</ref>
== References == {{reflist}}
== External links == * [http://www.actionstep.com Company Website]
{{DEFAULTSORT:Actionstep}} Category:Web applications Category:Legal software companies