Actionstep Case Management: Gold Certified Partner
Sometimes playing favorites does make sense.
We work with a wide range of legal and operational software, and we’re picky for a reason. When firms need a flexible, all-in-one case management platform that can adapt to how they work, Actionstep is often the strongest fit.
We’ve implemented Actionstep for dozens of firms, each with different practice areas, policies, staffing models, and pain points. It isn’t the right solution for every organization, but for most law firms that need visibility, automation, and control without enterprise bloat, Actionstep consistently delivers.
What sets Actionstep apart from similar case management software is its flexibility. Workflows, billing, documents, permissions, and integrations can all be shaped around your reality, not the other way around.
How Mauve Morpho Works With Actionstep
We’re Gold Certified Actionstep Consultants, and we don’t just “set it up and disappear.”
Our role is to make Actionstep usable, sustainable, and helpful — whether that means a fast, lightweight build for a solo practitioner or a deeply customized system with complex workflows, automation, and integrations across your entire tech stack.
If you already know you want Actionstep, great, we’ll help you implement it correctly. If you’re still deciding, we’ll give you an honest assessment (even if that means recommending something else). Reach out to us today to schedule a free consultation to get started.
Advanced Document Automation with Actionstep Builder
Actionstep’s built-in document tools are solid. But Actionstep Builder takes them much further.
Builder is an add-on that enables highly advanced document automation directly connected to your Actionstep data — including complex logic, conditionals, interviews, form-fillable PDFs, and multi-document generation.
We’ve worked with Builder since its earliest days, meeting regularly with the developers and helping migrate some of the first firms from HotDocs. That experience matters when documents aren’t “nice to have,” but mission-critical.
We can:
Help you evaluate whether Builder makes sense for your firm
Train your team to build and maintain templates internally
Or handle the entire document automation build for you
We’ll meet you where you are, both technically and operationally.
Who Actionstep Is a Good Fit For
Law Firms
Actionstep was built with legal workflows in mind and scales well from solo practitioners to large, multi-team firms. It’s particularly strong for firms that need:
Clear task and matter visibility
Reliable billing and time tracking
Consistent client communication
Flexible workflows that don’t break when the firm evolves
If there’s an 80% chance Actionstep is right for your firm, we’ll tell you. If it’s not, we’ll tell you that too.
Other Workflow-Driven Businesses
Actionstep isn’t limited to law firms. Any business with predictable workflows and a need for connected, consistent data can benefit.
For example, we’ve used Actionstep to model end-to-end project workflows for custom manufacturers — automatically generating contracts, purchase orders, supplier communications, client updates, and billing from a single system.
The software adapts to the process, not the other way around.
What Firms Gain with a Proper Actionstep Implementation
-
Automated workflows, templates, and reminders eliminate repetitive manual work and reduce context-switching.
-
Centralized information means anyone on your team can answer questions confidently and consistently.
-
Custom dashboards and views show case status, financials, and workload at a glance — no hunting for answers.
-
Granular permissions allow you to control who sees what, when, and from where. All data is encrypted and securely hosted.
-
Automation and standardized processes reduce missed steps, duplicated work, and preventable mistakes.
-
Native integrations with Google, Outlook, and other tools — plus Zapier and custom API options — keep your systems connected.
Get More Out of Actionstep
Need a quick build to get moving or a fully customized system? We can make Actionstep everything you hoped it would be and avoid the common pitfalls that frustrate teams later.
Schedule a call and we’ll start by understanding how your firm works.
