Actionstep Tech Stack

Legal operations platform integrating practice management, accounting, and workflows

Software Development Denver, Colorado 201–500 employees Founded 2004 Privately Held

Actionstep operates a unified legal ops platform for law firms, bundling matter management, accounting, billing, documents, and workflows into a single system. The hiring mix is heavily sales-driven (18 of 30 open roles) with minimal engineering capacity (2 roles), indicating a mature, customer-focused organization prioritizing revenue expansion over platform buildout. Active projects center on cross-sell acceleration and accounting portfolio strategy—suggesting the company is shifting focus toward revenue per customer rather than product innovation.

Tech Stack 15 technologies

Core StackSalesforce HubSpot Marketo Dynamics 365 NetSuite Zendesk Microsoft 365 Teams SharePoint OneDrive Planhat Ramp iManage NetDocuments

What Actionstep Is Building

◆Challenges

Cross-selling opportunities within existing customer base
Unlocking cross-sell opportunities
Global month-end close consolidation
Manual processes
Lack of technology
Inefficient accounting
Product portfolio expansion
Ai functionality expansion
Cross-sell revenue acceleration
Identifying unmet needs

▲Active Projects

Onboarding and training for ccps
Product demonstrations
Document storage standards
Training sessions for sales teams
Cross-selling to existing clients
Developing customized sales strategies
End-to-end strategy for accounting portfolio
Multi-year roadmap for growth and simplification
Pre-sales technical support
New product and add-on module portfolio

Hiring Activity

Accelerating30 roles · 20 in 30d

Department

Sales

Support

Engineering

Ops

Product

Finance

Seniority

Senior

Mid

Junior

Director

Lead

Manager

Notable leadership hires: Accounting Product Lead, Product Management Director

Company intelligence

Find more companies like Actionstep by tech stack, pain points and active projects

Get started free

About Actionstep

Actionstep builds an integrated operations platform for law firms, consolidating practice management, accounting, billing, document workflows, and reporting into one system. The product targets mid-market and growth-focused firms seeking operational visibility and efficiency beyond legacy practice management tools. Based in Denver with ~300 employees, Actionstep serves thousands of legal professionals globally across the United States, United Kingdom, Australia, and Canada. The platform connects matter data, financial data, and workflows to help firm leaders scale operations.

HeadquartersDenver, Colorado

Company Size201–500 employees

Founded2004

Hiring MarketsUnited Kingdom, United States, Australia, Canada

Frequently Asked Questions

What is Actionstep's tech stack?

Actionstep uses Salesforce, HubSpot, Marketo, Dynamics 365, Microsoft 365 (Teams, SharePoint, OneDrive), NetSuite, Zendesk, Planhat, Ramp, iManage, and NetDocuments.

Where is Actionstep headquartered?

Actionstep is headquartered in Denver, Colorado, and employs 201–500 people. The company was founded in 2004.