Legal Tech / Practice management AI
Actionstep Intelligence
Actionstep · HQ US · Last checked 2026-09-04
Last checked = the date we last re-opened the vendor's published pages. Facts are what the vendor documents, not what it claims in marketing.
AI layer inside Actionstep (Aug 2026) giving mid-size firms business insights and executing approved operational and financial workflows; Trace AI time capture and Scout support assistant.
Provisional entry: fewer than four governance facts are sourced yet. It is excluded from search indexes until verified.
- Category
- Practice management AI · firm insights, AI time capture (Trace), support assistant (Scout), agentic workflows
- Built for
- Mid-sized firms
- Model providers (disclosed)
- Not disclosed
- Data residency options
- Not disclosed
- Pricing
- per-seat
- Markets
- US, UK, AUSTRALIA, NZ, CANADA
- Last checked
- 04 Sept 2026
What the vendor documents
Recorded from the vendor's own trust, privacy and terms pages. "Not disclosed" means we found no public statement, not that the control is absent.
Accuracy evidence
- vendorHuman-in-the-loop: entries not posted automatically; full audit trails (vendor) Design claim; no accuracy metrics.
Related incidents
No incidents are recorded for this tool as of 2026-09-04.
Ownership · Private; SOC 2 Type 2 examination completed Feb 2026 (Prescient Assurance).
Sources
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Cite this record
SafeLegalAI Legal Tech Tools, "Actionstep Intelligence", safelegalai.com/tools/actionstep-intelligence (last checked 2026-09-04, accessed 2026-09-04). Data: CC BY 4.0.
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