Actionstep is a cloud platform for legal practice management, aimed at midsize law firms. It brings together case management, document automation, time tracking, billing, trust and legal accounting, client intake and CRM in one system. According to the website it uses automation and AI. Users sign in through a web interface with multi-factor authentication and single sign-on. The product is commercial software and not open source.
Actionstep is based in Auckland, New Zealand, and its website also lists an office address in Denver, Colorado, United States. Since October 2020 the private equity firm Serent Capital Partners has held a majority stake. The website names Amazon Web Services as its infrastructure but gives no hosting location and does not mention the GDPR. European organisations should therefore fix the hosting location, sub-processors and processing terms in the contract.