Actionstep - About the company
Actionstep is a late stage company based in Auckland (New Zealand), founded in 2004 by Edward Stanley Jordan. It operates as an Enterprise practice management. Actionstep has raised an undisclosed amount in funding from Serent Capital. The company has 882 active competitors, including 35 funded and 60 that have exited. Its top competitors include companies like Clio, Thomson Reuters and Filevine.
Company Details
ActionStep is a online legal practice and business management solution that facilitates the way a firm operates. It uses fully customization system to set up to pracitce, by defining processes for every project or case type. The workflow lays out a series of steps that need to be followed and tasks associated with each step, which users have to follow to complete the matter. This guides your staff through their work making it easy for them to see what needs to be done, improving productivity, and reducing costs. The predefined workflow templates that already carefully map out how daily business processes and tasks should be tackled. ActionStep gives all the tools required to run a company in an affordable online solution including: • Marketing • Sales team management • Customer relationship management (CRM) • Workflow • Accounting • Time records and time billing • Trust accounting • Payroll and employee management • Dashboards and reports • Stakeholder access • E-mail • Calendar • Smart phone and iPad access • Intranet • Document management .
- Website
- www.actionstep.com/
Key Metrics
Founded Year
2004
Location
Auckland, New Zealand
Stage
Late Stage
Latest Funding Round
Investors
Ranked
32nd among 882 active competitors
Employee Count
270 as on Aug 31, 2026
Legal entities associated with Actionstep
Actionstep is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
MOST HOLDINGS LIMITED CIN: 1661186 , New Zealand, Active | Jul 05, 2005 | - | - | |
ACTIONSTEP TECHNOLOGIES LIMITED CIN: 1567865 , New Zealand, Active | Oct 14, 2004 | - | - |
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Actionstep's funding and investors
Actionstep has raised funding over 1 round. Its latest funding round was a PE round on Sep 30, 2020 for $*****. 1 investor participated in its latest round. Actionstep has 1 institutional investor and 11 angel investors.
Here is the list of recent funding rounds of Actionstep:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Sep 30, 2020 | 2941275 | PE | 9639583 | 6697768 | 3387297 | 9710997 |
View details of Actionstep's funding rounds and investors
Actionstep's founders and board of directors
Founder? Claim ProfileThe founders of Actionstep is Edward Stanley Jordan.
Here are the details of Actionstep's key team members:
- Edward Stanley Jordan: of Actionstep. They serve on the board of 1 company.
- Ted Jordan: CEO of Actionstep.
Actionstep's Board of Directors
Actionstep's board has 1 active member. Edward Stanley Jordan is part of team.Here is the list of Actionstep's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Team | - | Current | 20y 0m | |
tzlc{ga | Independent board member | - | Past | 7y 5m |
ajlb{aa | Independent board member | - | Past | 5y 4m |
zslzly{ | Independent board member | - | Past | 5y 1m |
xzztcmq | Independent board member | - | Past | 2y 6m |
View details of Actionstep's Founder profiles and Board Members
Actionstep's employee count trend
Actionstep has 270 employees as of Aug 26. Here is Actionstep's employee count trend over the years:
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Actionstep's Competitors and alternates
Top competitors of Actionstep include Clio, Thomson Reuters and Filevine. Here is the list of Top 10 competitors of Actionstep, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Platform offering legal practice management software | $1.79B | 80/100 | ||
2nd | Thomson Reuters 2008, Toronto (Canada), Public | Cloud based legal enterprise management and data services for businesses | - | 75/100 | |
3rd | Filevine 2014, Provo (United States), Series E | Provider of legal practice management software with integrated AI capabilities | $548M | 67/100 | |
4th | Mitratech 1987, Austin (United States), Acquired | Provider of solutions for third party risk management to banks | - | 65/100 | |
5th | Litify 2016, New York City (United States), Acquired | Cloud based enterprise legal management software | $78.6M | 65/100 | |
6th | Elevate 2011, Milpitas (United States), Series A | Legal enterprise management platform | $29.4M | 64/100 | |
7th | Dye & Durham Corp. 1874, New Westminster (Canada), Public | Developer of software for legal practice management and financial transactions | $25M | - | 63/100 |
8th | Eve 2020, San Francisco (United States), Series B | Developer of AI legal software for plaintiff law firms | $164M | 62/100 | |
9th | Developer of software identifying legal risks from public data sources | $63M | 61/100 | ||
10th | Elite 1980, Culver City (United States), Acquired | Provider of financial, time, invoice, and data management software solutions | - | - | 60/100 |
32nd | Actionstep 2004, Auckland (New Zealand), Late Stage | Enterprise practice management | - | 44/100 |
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Actionstep's Investments and acquisitions
Actionstep has acquired 3 companies including Soluno, FilePro and LawMaster. Actionstep has not made any investments as of now.Here is the list of its acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Sep 25, 2023 | Acquisition | 2014 | Toronto (Canada) | |
Aug 31, 2023 | Acquisition | 1989 | Melbourne (Australia) | |
Sep 15, 2022 | Acquisition | 1988 | Buderim (Australia) |
See all acquisitions by Actionstep
Reports related to Actionstep
Here is the latest report on Actionstep's sector:
News related to Actionstep
Media has covered Actionstep for a total of 2 events in the last 1 year, 2 of them have been about partnerships.
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Secured Signing Integrates with Actionstep to Automate Law Firm WorkflowseNewsChannels•Jun 03, 2026•Secured Signing, Actionstep
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Actionstep adds iManage integration for midsize law firmsChannelLife•Apr 15, 2026•iManage, Actionstep
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Thirdfort & Actionstep Partner for Law Firm AML, integrate digital ID verification, AML, and Source of Funds capabilitiesArtificial Lawyer•Jun 16, 2025•Thirdfort, Actionstep
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First AML partners with Actionstep to ease pain of money-laundering complianceReseller•Jul 24, 2023•First AML, Actionstep
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Serent-Backed Actionstep Acquires Legal Software Company LawMasterBusiness Wire•Sep 16, 2022•Actionstep, LawMaster
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Serent Capital Partners With Actionstep To Expand Global Presence, Accelerate Growth In U.S. Marketsvdaily.com•Sep 30, 2020•Serent Capital, Actionstep
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Actionstep Chosen as software platform for nationwide NZ Community Law Centres O Aotearoa (CLCA), a network of 24 centresMedianet•Aug 24, 2020•Actionstep
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