What Horizon can see
Matters, participants, workflow steps, tasks, time, file notes, calendars and matter documents, within the connected user's permissions.
ActionstepLegal and conveyancing software
AI automation inside Actionstep.
Actionstep already has built-in Actionstep Intelligence and a beta connection for AI assistants. Horizon adds the controlled work spanning Actionstep, Microsoft 365 and the other systems your firm uses.
Matter briefing
NB
@Horizon, give me a matter briefing for Rivera: key participants, current workflow step, open tasks, recent file notes and latest documents.
On it. Checking Actionstep now.Matter, participants and workflow step checked in ActionstepOpen tasks, file notes and documents read as wellCross-checked and compiled into one briefing
One concise matter briefing.
Due this week
GK
@Horizon, which matters due this week are waiting on a participant or document? Prepare a follow-up checklist for review.
On it. The draft will wait in this thread.Matters and participants checked in ActionstepWork waiting on someone flagged
Draft checklist prepared in this threadNothing sent until you approve
A priority list and follow-up checklist.
Matter updates
DF
@Horizon, prepare a task, time entry and file note for this approved work. Show me each item before writing it to the matter.
On it. You approve before anything is saved.Work and matter checked in ActionstepDraft task and time entry prepared for ActionstepNothing saved in Actionstep until you approve
Matter updates prepared under human review.
The connection
How does Horizon actually get into Actionstep?
Horizon connects through Actionstep's official API, the same doorway Actionstep gives its other integrations, with an approval and test step before anything touches live work. Horizon connects as an approved user, so the matter permissions your firm has already set keep applying.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ActionstepYour approved records
What Horizon can prepare
Tasks, time entries, file notes, workflow updates and filed documents. Horizon shows each item to your team before it is written to the matter.
How work can start
Actionstep can tell Horizon when supported records change, so a checklist or draft is ready for review without anyone having to ask.
What we confirmed about the Actionstep connection
- Actionstep already offers native Actionstep Intelligence and a beta connection for AI assistants. Horizon's extra role is the controlled work spanning Actionstep, Microsoft 365 and the other systems your firm uses.
- Actionstep approves each integration and provides a test environment first, so nothing runs against live matters until it has passed that step.
- Matters the connected user cannot see stay invisible to the workflow.
- Not every change in Actionstep announces itself the moment it happens, so some checks run on an agreed schedule.
Checked against official Actionstep information on .
Day to day
Use Actionstep without jumping between systems.
Actionstep keeps running your matters, workflows and permissions exactly as it does today. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Actionstep.
Common questions
Using Horizon with Actionstep, answered.
What could our team ask Horizon to do with Actionstep?
Actionstep already has built-in Actionstep Intelligence and a beta connection for AI assistants. Horizon adds the controlled work spanning Actionstep, Microsoft 365 and the other systems your firm uses. Typical results include one concise matter briefing, a priority list and follow-up checklist, and matter updates prepared under human review.
Can our team use Actionstep from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Actionstep information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Actionstep with Outlook, SharePoint or our other software?
Yes. We design one workflow around Actionstep and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Actionstep, not just answer questions?
Yes, where Actionstep supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Actionstep?
We start with one useful, controlled request such as: @Horizon, give me a matter briefing for Rivera: key participants, current workflow step, open tasks, recent file notes and latest documents. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Actionstep normally requires integration approval and a test environment before production. The connected user's matter permissions continue to apply.
Does Horizon replace Actionstep?
No. Actionstep remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Actionstep workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Actionstep.
Tell us the Actionstep job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.