Actionstep Integrations & Roadmap
Actionstep at the Centre of Your Legal Tech Ecosystem
Your practice & case management system shouldn't stand alone. We connect Actionstep to the tools your firm already relies on — and we're continually building and supporting new integrations.
Microsoft 365
Copilot & Claude
Thirdfort
Exizent
FormEvo
Phone Systems
The Roadmap
Designed to evolve with your firm
Our integrations roadmap is active and growing. The Copilot & Claude Integration is live and proven for Actionstep today, with further capabilities and additional platform editions in development. As the legal tech ecosystem evolves, we keep Actionstep connected to the best of it.
Professional Support plan for actionstep
What's included
Workflow Development
Our service analysts and consultants provide guidance to your staff on how to use the core functions of the Actionstep system.
Document Coding
Ensuring the workflows that have been developed by Nexian or others operate effectively.
Tech Skills Assessment
Our legal cashier experts can support your team in any tasks undertaken within the Actionstep system.
Legal Process Analysis
Our service analysts help resolve issues with the core functions of your Actionstep system.
Report Development
Our analysts can help you resolve any problems with your suite of Actionstep reports.
Precedent Maintenance
Our analysts and advisors can provide advice on the capabilities of the Actionstep system and the tools that integrate into it.