Ask questions, take action, record time and costs, and draft documents — all from a natural conversation with Claude, Microsoft Copilot, or the Word & Excel add-ins, connected directly to the Actionstep platform your firm runs on. Actionstep AI, front office to back — matters, workflows, time, billing.
Built on the platform trusted by 5,000+ law firms. Actionstep is the modern, adaptable law firm management platform for midsize firms — practice management and legal accounting in one. The MCP server connects your AI tools to all of it, through Actionstep's supported APIs.
Everything Actionstep organises — matters, workflows, time, billing, documents — becomes something your team can simply ask for.
Search matters and participants, check matter status, review parties and client details, run conflict checks — without leaving the conversation.
Open new matters, add parties, create file notes and fill in custom data fields like key dates — then keep the work moving: create, complete or reassign tasks, and advance a matter to its next workflow step, with requirements checked first.
Record billable time and disbursements the moment the work happens, check billing settings and rates, and see each invoice's total, paid and outstanding amounts — feeding Actionstep's billing and legal accounting, not a side spreadsheet.
In Word, address letters, populate client details and draft paragraphs using real-time matter data — document drafting without the manual lift, or the copy-paste errors.
Disbursements, time this month, open matters by fee earner — landed in Excel as a ready-to-work table. The oversight partners want, without waiting for month-end.
A secure, dedicated server per firm, built on Actionstep's supported APIs. Access runs on your existing credentials — nothing happens your login couldn't do.
Contact LegalCollect for your firm's dedicated MCP server details. Works with Claude, Microsoft Copilot, and the Word & Excel add-ins.
Authenticate with your Actionstep account using your existing credentials. Secure, dedicated, read-write access.
Your entire team can start asking questions and taking action across your matters immediately.
We're opening up access to Actionstep firms now. Register your interest and we'll be in touch with your dedicated server details.