By Legal Futures Associate Actionstep [1]
Actionstep [2], a leading provider of cloud-based law firm management software supporting nearly 5,000 law firms globally, including approximately 2,000 in North America, has established a dedicated AI Center of Excellence, incorporating AI expertise, AI best practices for law firm management and a future-focused roadmap with AI functionality woven throughout. Driven by direct law firm feedback and insights from surveying the midsize market, [3] this roadmap addresses the challenge firms face in effectively adopting and leveraging AI to improve how they practice law, run their business, or better serve clients. Actionstep has been building out its’ AI expertise to also address law firm concerns about workflow interruptions, data security, and governance of the quality of work produced using disconnected AI and automation tools.
“Our product strategy aligns with what truly matters to our customers and how mid-market law is evolving, especially as it relates to artificial intelligence,” shared Triona Buckley, Chief Product Officer, Actionstep. “Law firms are still finding the ROI of AI hard to decipher and while the market is saturated with standalone GenAI tools focused on streamlining content production and review tasks, AI focused on supporting the management, operations and business of midsize law is only just now emerging. Our plans for incorporating AI functionality into our platform will help legal and management staff leverage AI securely and seamlessly to manage both the business and legal side of law firms.”
Actionstep has created an ambitious but pragmatic product roadmap with automation, Agentic AI, and GenAI woven into the functionality of almost every new feature, while continuing to provide a choice to use AI for specific tasks or not.
AI-driven product enhancements available or currently being developed as part of the AI Center of Excellence and global product roadmap include:
- Scout AI support agent [4] – Scout is designed to save Actionstep Practice Management users time, increase productivity, and unlock additional value from their Practice Management platform. Scout provides instant, accessible support while working within the platform.
- Business Intelligence & Predictive Analytics – Provides AI-powered, actionable insights into firm performance and profitability from visual dashboards and adaptable reports.
- Document Intelligence & Data Extraction – Enables AI-assisted legal document processing, including extracting data from documents, tagging and filing documents, and data workflow automation.
- AI-Powered API & Integrations – Provides access to a curated ecosystem of meaningful AI solutions including Time tracking AI, Gen AI and Dictation/Voice to text AI.
- Contextual AI Search & Summarization – Includes advanced system-wide and/or in-context search across all clients, matters, files and legal document search, summarization, and matter insights.
- AI-Enhanced Adaptive Workflows – Includes dynamic workflow automations and AI task agents to support matter and task management, including improvement recommendations based on AI analysis of prior legal case, client patterns and outcomes.
“As we talk with our clients about their AI journey, there’s a growing interest in intuitive automation and AI technology that really supports a law firm’s workflows and adapts to how certain roles work. AI should enhance human performance, not replace it. While Generative AI has its place, we are seeing a real desire to leverage task oriented, Agentic AI, combined with more intuitive automations, to better manage the day-to-day business and practice of law,” adds Buckley.
As part of the AI Center of Excellence, Actionstep has added senior AI product roles, invested in cutting edge AI technology infrastructure, and expanded platform engineering resources to support the development of AI-powered enabled features specific to the business of legal operations and law. Recently hired Franco Primavesi [5], Senior Director of AI Product Management, and experienced SaaS product manager, will lead the development and execution of Actionstep’s global AI product strategy, focused on delivering practical, high-impact solutions for law firm operations.
To learn more about Actionstep’s current and future AI initiatives, and to see the legal practice management platform in action, please visit the Actionstep team at ILTACON 2025 [6], in National Harbor, MD, August 10-14.
For more information, please click here [7].