Step-driven matter intake drafting
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
ActionsteptoReview
Software
Legal and conveyancing software
AI automation for Actionstep.
Actionstep is a configurable legal practice management platform popular with mid-size Australian and New Zealand firms. Horizon AI builds reviewed AI workflows that sit inside Actionstep, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Actionstep
Legal and conveyancing
- Faster matter intake and conflict checking
- Less time on routine client correspondence
- Cleaner document collection and chasing
- Reviewed AI drafts for engagement letters and updates
How AI fits in Actionstep
AI workflows that speak Actionstep's language.
Below are the actual product modules, features and ecosystem partners Actionstep uses - the AI layer Horizon AI builds slots into these, not around them.
AI agents fire Action Steps from Webforms intake to spin up the right Matter, then run Workflow Automation to assign tasks, generate documents via Builder, and progress matters through conflict checks and engagement. Agents post time and disbursements straight into Trust Accounting and client billing, then surface ROI reporting on matter type margins - without admins re-keying between intake and the ledger.
By the numbers. Supports nearly 5,000 law firms globally (~50,000 users) after acquiring Australian PMS FilePro in 2023.
Actionstep modules and features we work inside
Matter ManagementWorkflow AutomationAction StepsTrust AccountingBuilderWebforms
Other Actionstep implementation specialists in Australia
- Newlaw (Actionstep Certified Partner, FilePro migrations)
- InfoTrack (Actionstep-integrated searches)
Horizon AI sits alongside these specialists - not as another implementer of Actionstep itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Actionstep AI workflows
First workflows worth automating in Actionstep.
Each workflow has a defined trigger inside Actionstep, a reviewed AI step and a measurable change in how the team spends its week.
Matter milestone updates for client emails
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
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Document checklist follow-up with templated requests
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
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Workflow stage summaries for matter leaders
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
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Trust account event drafts for review
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
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How the integration works
AI inside Actionstep, not bolted on top.
Actionstep integrations are scoped through the firm's existing user accounts, with read and write permissions limited to the matters and document folders the workflow needs.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Actionstep into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
ActionstepSource
Reviewed draftReview gate
ActionstepAction
- AI Summary drafted review
- OK Actionstep update prepared queued
Often paired with
Software we build Actionstep workflows alongside.
Best fit for
Actionstep sits at the centre of legal and conveyancing teams.
If you run legal and conveyancing on Actionstep, the sector landing page covers the full software stack we build around.
Common questions
Actionstep AI automation, answered.
Can Horizon AI integrate with Actionstep?
In most cases yes. Actionstep exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Actionstep?
No. Actionstep stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Actionstep.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for law firms and conveyancers patterns we have built before.
Ready to layer AI inside Actionstep?
Tell us the Actionstep workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.