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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 664 active competitors, including 31 funded and 52 that have exited. Its top competitors include companies like Clio, Filevine and Litify.

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 .
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Key Metrics
Founded Year
2004
Location
Auckland, New Zealand
Stage
Late Stage
Latest Funding Round
Ranked
Employee Count
265 as on Jun 30, 2026
Investment & Acquisitions
Similar Companies
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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
3167916
PE
5599073
5185306
9778939
8517344
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Actionstep's founders and board of directors

Founder? Claim Profile
The founders of Actionstep is Edward Stanley Jordan.
Here are the details of Actionstep's key team members:

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
19y 10m
rgsywld
Independent board member
-
Past
7y 2m
{mhgqfu
Independent board member
-
Past
9y 1m
rqjqjuw
Independent board member
-
Past
9y 1m
trncwsa
Independent board member
-
Past
1y 6m

Actionstep's employee count trend

Actionstep has 265 employees as of Jun 26. Here is Actionstep's employee count trend over the years:
Employee count trend for Actionstep
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Actionstep's Competitors and alternates

Top competitors of Actionstep include Clio, Filevine and Litify. Here is the list of Top 10 competitors of Actionstep, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Clio
Clio
2008, Vancouver (Canada), Series G
Platform offering legal practice management software
$1.79B
80/100
2nd
Logo for Filevine
Filevine
2014, Provo (United States), Series E
Provider of legal practice management software with integrated AI capabilities
$548M
67/100
3rd
Logo for Litify
Litify
2016, New York City (United States), Acquired
Cloud based enterprise legal management software
$78.6M
65/100
4th
Logo for Dye & Durham Corp.
Dye & Durham Corp.
1874, New Westminster (Canada), Public
Provider of cloud-based legal practice management and fintech software
$25M
-
63/100
5th
Logo for Litera
Litera
1995, Chicago (United States), Acquired
Online practice management software for law firms
-
63/100
6th
Logo for Laurel
Laurel
2016, San Francisco (United States), Series C
Cloud based employee time tracking software for the legal sector
$153M
63/100
7th
Logo for Darrow
Darrow
2020, Tel Aviv (Israel), Series B
Developer of software identifying legal risks from public data sources
$63M
60/100
8th
Logo for Elite
Elite
1980, Culver City (United States), Acquired
Provider of financial, time, invoice, and data management software solutions
-
-
60/100
9th
Logo for Case Status
Case Status
2018, Charleston (United States), Series B
Provider of client intelligence platform for law firms and clients
$33.6M
58/100
10th
Logo for STP
STP
1993, Karlsruhe (Germany), Acquired
AI powered legal practice management software
$9.52M
57/100
30th
Logo for Actionstep
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)
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News related to Actionstep

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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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