Step-driven matter intake drafting
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
ActionsteptoReview
Legal and conveyancing software
AI automation for Actionstep.
AI automation for Actionstep means layering reviewed AI agents on top of Actionstep to handle work like step-driven matter intake drafting, matter milestone updates for client emails working natively with Actionstep features like Matter Management, Workflow Automation, Action Steps. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in 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.
30 min with our Director. No sales rep, no follow-up.
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.
ActionsteptoReview
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.
ActionsteptoReview
Workflow stage summaries for matter leaders
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
ActionsteptoReview
Trust account event drafts for review
Designed around a clear trigger inside Actionstep, a reviewed AI draft and a measurable reduction in admin time.
ActionsteptoReview
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 AI handle step-driven matter intake drafting in Actionstep?
Yes - this is one of the first Actionstep workflows Horizon AI builds. An AI agent watches for the trigger inside Actionstep, drafts the step-driven matter intake drafting, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Actionstep features like Matter Management and Workflow Automation?
It works alongside them. Horizon AI builds against Actionstep's own capabilities - Matter Management, Workflow Automation, Action Steps, Trust Accounting - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Actionstep reports supports nearly 5,000 law firms globally (~50,000 users) after acquiring australian pms filepro in 2023.
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'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.