Actionstep
Actionstep is a software company that provides a cloud-based legal practice management platform for law firms. Its software offers matter management, legal accounting, billing, time tracking, document automation, client management, and workflow automation tools designed for midsize law firms.www.actionstep.com
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Search complete. 3 mentions across 3 episodes found for "Actionstep".
Oct 19, 2026
Jared CorreiaHOST
Today we spoke with Beth Thompson of Action Step.
Jared CorreiaHOST
For more from Beth and Action Step, visit, ready for it, actionstep.com. Actionstep, all one word, dot com.
Jared CorreiaHOST
The workflow product.
Jared CorreiaHOST
Join us for our next episode when I'll tell you about that time I sang the song Up Where We Belong with Jennifer Warrens in the mid-80s.
Kim WiegandHOST
Mm
Ben DeversonGUEST
... uh, Actionstep, most of our clients would use one of those four systems, and they're all investing heavily into native AI.
Kim WiegandHOST
Yep.
Ben DeversonGUEST
So, you know, very sandboxed matter AI, uh, systems that only review documents that are within the system, so very-
Tara LuckeHOST
And while you're there, check out our range of estate planning precedents.
Tara LuckeHOST
We specialize in testamentary trust precedents that are easy to understand, integrate with Clio, SmokeBall, Actionstep, and Leap, and come with extensive training on how to use them with clients and understand the legal principles behind the clauses so that you can start offering testamentary trusts to your clients with confidence.
Tara LuckeHOST
Go check out www.theartofestateplanning.com.au. It's time to start feeling confident preparing and advising on testamentary trust wills.
Tara LuckeHOST
Thank you for listening to this episode of The Art of Estate Planning Podcast.