Actionstep users list

Email list of companies using Actionstep

Q: How many companies use Actionstep?

Data InfoMetrix tracks 12,100 companies using Actionstep, with 44,300 verified contacts at those accounts as of October 2026. The largest groups are Australian & NZ Law Firms, US Small Law Firms and Conveyancing Practices. Counts are estimates from our database and market research, so ask us for a live count for your exact criteria.

Q: Who buys and manages Actionstep inside a company?

Actionstep is usually owned by Small & Mid-Size Law Firm Practice Management. Decision-makers include Managing Partner, Principal Lawyer and Practice Manager; Finance Manager and IT Consultant shape the choice, and Lawyers and Law Clerks use it day to day. Our Actionstep list can include any of these roles.

Q: Which Actionstep products or editions can I target?

You can target accounts by the Actionstep products they run, including Actionstep Practice Management, Actionstep Legal Accounting & Trust, Actionstep Workflow Automation, Actionstep Client Portal and Actionstep Document Assembly. Tell us which edition or module matters and we filter the list to those accounts.

Q: What other software do Actionstep customers use?

Actionstep customers commonly also run Microsoft 365, Xero, InfoTrack, DocuSign and LawPay. Actionstep is often connected to QuickBooks, so users of those tools overlap heavily. We can filter any list by this kind of stack overlap.

Q: What are the main alternatives to Actionstep?

The main alternatives to Actionstep are LEAP, Clio and Smokeball. We also keep verified user lists for Clio and Smokeball, which is useful for competitive displacement campaigns.

Q: When are Actionstep customers most likely to buy?

Buying triggers we track for Actionstep accounts include practice management renewal, new office opening, hiring a practice manager and expansion into a new practice area. A common pain point is trust accounting compliance: strict trust rules make errors costly.

Q: Can Data InfoMetrix deliver a free sample Actionstep contact list before ordering?

Yes. Data InfoMetrix delivers a complimentary 10-record sample tailored to your target Actionstep criteria—including target job titles, company size, and region—delivered within one business day with no obligation.

Q: How does Data InfoMetrix guarantee email deliverability for Actionstep contacts?

Data InfoMetrix provides a 99% email deliverability guarantee on all Actionstep datasets. Every contact record undergoes real-time email verification within a 30 to 45-day refresh cycle, backed by a 1:1 hard bounce replacement policy for 30 days after delivery.

Reach principals, practice managers and finance staff at small and mid-sized law firms running matters, billing and accounting in Actionstep.

12,100+Companies

44,300+Contacts

Updated Oct 7, 2026GDPR · CCPA99% accuracy

See sample data

Free Actionstep count + 10 sample records

12,100+ companies · 44,300+ contacts available

✓Exact count for your titles, regions and company size
✓10 verified sample records to check quality
✓Price quote within 1 business day

Trusted by B2B and enterprise revenue teams

How many companies use Actionstep?

Data InfoMetrix tracks 12,100+ companies running Actionstep as of October 2026, with 44,300+ verified contacts at those accounts. The largest groups are Australian & NZ Law Firms, US Small Law Firms and Conveyancing Practices. Buying decisions usually sit with the Managing Partner, Principal Lawyer and Practice Manager. Counts are estimates built from technology footprint scans, job-post signals and partner directories, checked by our research team. How we count

Tracked accounts12,100+

Organizations detected running Actionstep.

Verified contacts44,300+

Direct emails and phone dials for decision-makers.

Primary personasPrincipal / Managing Partner, Practice Manager, Finance Manager

Full buying committee mapped.

Deliverability SLA99%

SMTP-verified, with 1:1 replacement of any email that hard bounces within 30 days.

Data specification · Updated Q4 2026

Technology category	Legal Tech & GRC
Tracked organizations	12,100+ verified accounts worldwide
Decision-maker contacts	44,300+ records with emails, mobile and direct dials
Key roles	Principal / Managing Partner, Practice Manager, Finance Manager, platform administrators, IT directors, procurement
Geography	180+ countries · country-by-country counts on request
Verification	DNS and script telemetry, 5-stage SMTP handshake, manual research
Refresh cadence	Continuous, 30–45 day maximum record age at delivery
Compliance	GDPR, CAN-SPAM, CCPA and CASL
Delivery	24–48 hours as CSV, XLSX or CRM API

Editorial & verification

Researched by the Data InfoMetrix research team. Counts updated October 2026.

How we count and verify data

Size your Actionstep audience

Pick a region, company size and buying role to estimate how many accounts and contacts you can reach.

Region

Company size

Buying role

Estimated segment✓ 99% SLA

12,100+Target accounts

44,300+Direct contacts

Decision-makers35%

Influencers45%

End users20%

Estimates from our current Actionstep dataset. Exact counts come with your quote.

Reach the whole buying committee

A Actionstep account is not one contact. We map the people who evaluate, buy, run and use it across Small & Mid-Size Law Firm Practice Management.

Decision-makersC-suite & sponsors

Managing PartnerPrincipal LawyerPractice ManagerChief Operating Officer

Influencers & adminsEvaluate & configure

Finance ManagerIT ConsultantSenior AssociateOffice Manager

End usersRun it every day

LawyersLaw ClerksLegal SecretariesAccounts Staff

These are examples. We build records for any department, seniority or custom title.

See exactly what you get

Every record carries 60+ fields, from verified email, direct dial and LinkedIn to full postal address, Actionstep edition, coexisting stack and intent.

Contact	Buying role	Work email	Direct dial	Company phone	Fax	LinkedIn profile	Company	LinkedIn company page	Industry	Address 1	Address 2	City	State	ZIP code	Country	Actionstep footprint	Intent	Status
AVArthur Vance, Esq.Managing Partner & Senior Trial Attorney	Decision Maker	a.va**@vance**.com	+1 (212) 55*-**	+1 (212) 55*-**	+1 (212) 55*-**	linkedin.com/in/a*ur-va******	Vance & Sterling Commercial Litigation LLP	linkedin.com/company/vance-sterling-law	Legal Services & Commercial Litigation	1251 Ave of the Americas 32nd	Fl	New York	NY	10020	United States	Actionstep Enterprise Legal Suite & Matter Management	High	✓ Verified 2026
CHConstance HarringtonChief Legal Officer (CLO) & General Counsel	Decision Maker	c.har**@apexfintec*******.com	+1 (415) 55*-**	+1 (415) 55*-**	+1 (415) 55*-**	linkedin.com/in/c*ance-h********	Apex Global Financial Technologies Inc.	linkedin.com/company/apex-fin-tech	Financial Technology & Digital Payments	555 California St	Ste 3400	San Francisco	CA	94104	United States	Actionstep Enterprise Contract Lifecycle Management (CLM)	High	✓ Verified 2026
RSRichard SterlingChief Audit Executive (CAE) & VP Internal Audit	Decision Maker	r.ste**@beaconh*****.com	+1 (312) 55*-**	+1 (312) 55*-**	+1 (312) 55*-**	linkedin.com/in/r*ard-st*******	Beacon Industrial Holdings Inc.	linkedin.com/company/beacon-industrial-holdings	Diversified Conglomerates & Manufacturing	300 N LaSalle St	Ste 4400	Chicago	IL	60654	United States	Actionstep Internal Audit Management, SOX 404 & Workpapers	High	✓ Verified 2026
FMFiona Montgomery, Esq.Director of Legal Operations & Practice Technology	Influencer	f.mon**@montgome******.uk	+44 (20) 79*-**	+44 (20) 79*-**	+44 (20) 79*-**	linkedin.com/in/f*na-mo*******	Montgomery & Associates Solicitors LLP	linkedin.com/company/montgomery-solicitors	Legal Services & Commercial Advisory	1 Chancery Ln	—	London	Greater London	WC2A 1LF	United Kingdom	Actionstep Trust Accounting & Strict IOLTA Compliance Engine	Medium	✓ Verified 2026
JBJulian BlackwoodDirector of Litigation Support & eDiscovery Technology	Decision Maker	j.bla**@amlaw**.com	+1 (202) 55*-**	+1 (202) 55*-**	+1 (202) 55*-**	linkedin.com/in/j*an-bl*******	Blackwood Trial Lawyers AmLaw 100 LLP	linkedin.com/company/blackwood-trial-law	Litigation Practice & Class Action Defense	1330 Connecticut Ave NW	—	Washington	DC	20036	United States	Actionstep Litigation Support, eDiscovery & AI Document Review	High	✓ Verified 2026
PCPatricia CampbellVP of Enterprise Risk Management (ERM)	Decision Maker	p.cam**@capital****.com	+1 (617) 55*-**	+1 (617) 55*-**	+1 (617) 55*-**	linkedin.com/in/p*icia-c********	Capital Mutual Insurance Group Inc.	linkedin.com/company/capital-mutual-ins	Property, Casualty & Life Insurance Underwriting	175 Berkeley St	—	Boston	MA	02116	United States	Actionstep Third-Party Vendor Risk Management & ERM Framework	High	✓ Verified 2026
HBHenriette BernardHead of Legal Operations & Contract Administration	Influencer	h.ber**@parisl***.fr	+33 (1) 40*-**	+33 (1) 40*-**	+33 (1) 40*-**	linkedin.com/in/h*ette-b********	Paris Luxury Fashion Group SA	linkedin.com/company/paris-luxury-fashion	Luxury Consumer Retail & Global Licensing	30 Avenue Montaigne	—	Paris	Île-de-France	75008	France	Actionstep AI Clause Redlining, Smart Repository & Contract Search	Medium	✓ Verified 2026
DKDavid KincaidSenior Law Firm Financial Controller & Billing Lead	Practitioner	d.kin**@kinca***.com	+1 (512) 55*-**	+1 (512) 55*-**	+1 (512) 55*-**	linkedin.com/in/d*d-kin******	Kincaid Corporate Law Partners PLLC	linkedin.com/company/kincaid-corporate-law	Corporate Law & Venture Financing	98 San Jacinto Blvd	Ste 1400	Austin	TX	78701	United States	Actionstep Automated Legal Intake, Retainers & LEDES Billing	Medium	✓ Verified 2026

Illustrative rows showing 20 of 60+ fields. Full records are unmasked.

We deliver 60+ data fields per record, including intent data. The sample shows a selection only. Tell us which fields you need, including any that aren't listed here, and we'll add them to your list.

Also available:Seniority & departmentJob functionTenure in roleEmployee countAnnual revenueSIC & NAICS codesParent companyWebsite & domainProduct editionContract & renewal timingIntent topics & scoreEmail verification date

How we prove an account runs Actionstep

No scraped résumés or stale directories. Three layers confirm a live installation before a contact reaches your list. Read our verification protocol

Pillar 1 · Telemetry

Live DNS & script signals

We inspect response headers, DNS MX and CNAME records and live JavaScript bundles to confirm a running Actionstep instance.

DNS · CNAME · MX recordsHTTP headers · JS bundles✓ Verified against live infrastructure

Pillar 2 · Operational intent

90-day hiring signals

We track job requisitions that ask for Actionstep skills, which shows ongoing budget and headcount.

Now hiringActionstep Administrator

Now hiringActionstep Architect

Now hiringActionstep Engineer

Pillar 3 · Human & mailbox QA

Pre-delivery SMTP handshake

Each email is tested against the destination mail server, and titles are checked against current company rosters.

SMTP check ✓LinkedIn match ✓Title verified ✓

✓ Deliverable inbox and current role

Deliverability SLA

<3%

Maximum bounce rate, or we replace the contacts. Your sender reputation stays clean.

1:1 hard bounce replacement

Every email that hard-bounces within 30 days of delivery is replaced free, record for record.

24-hour pre-delivery ping

Live SMTP and MX checks right before we send your file.

Instant CRM import

Clean CSV or XLSX, ready for one-click import.

Ready for your outbound stack

Imports straight into the tools you use.

What are you trying to do?

Each campaign needs a different data strategy. Pick your goal to see how we build the audience.

Find companies on rival platforms and reach the people evaluating a move to, or away from, Actionstep.

Conquesting playbook

Pitch integrations, add-ons and complementary tools to companies already running Actionstep.

Ecosystem playbook

Build account lists around Actionstep deployment scale and engage the full committee across departments.

ABM playbook

Conquesting audienceSample

LEAP

Clio

Smokeball

→

Actionstep

Know the stack around every account

Actionstep rarely runs alone. Every record is tagged with the tools detected alongside it, so you can segment by complementary stacks.

Microsoft 365

Xero

InfoTrack

DocuSign

LawPay

Dropbox

Open the coexistence matrix

What Actionstep customers look like

Anonymised profiles of companies in our Actionstep dataset of 12,100+ accounts. Named accounts are shared in your free sample, never on a public page.

Actionstep account profiles · anonymised

Company size	Industry	Country	Employees	Revenue
Mid-market	US Small Law Firms	Germany	500–999	$100M–$250M
Mid-market	Conveyancing Practices	United States	200–999	$50M–$250M
Enterprise	Family & Estate Law	Australia	5,000+	$1B+
Upper mid-market	Australian & NZ Law Firms	United States	1,000–4,999	$250M–$1B
SMB	US Small Law Firms	United States	50–199	$10M–$50M
Enterprise	Conveyancing Practices	United Kingdom	10,000+	$5B+
Mid-market	Family & Estate Law	United States	500–999	$100M–$250M
Mid-market	Australian & NZ Law Firms	Canada	200–999	$50M–$250M

Markets we cover

United States

India

United Kingdom

Canada

Germany

Australia

Singapore

France

New Zealand

Netherlands

Plus 170 more countries. Ask for a country-by-country count of Actionstep accounts and we'll include it with your free sample.

Build the list your way

Every list is assembled from source to your product tier, job function, geography and revenue band. Nothing is a fixed export.

Editions & modules

Filter by what they actually run.

+Actionstep Practice Management+Actionstep Legal Accounting & Trust+Actionstep Workflow Automation+Actionstep Client Portal+Actionstep Document Assembly

Firmographics

Match revenue, size and industry.

+Industry+$1M–$10B+ revenue+Headcount+Ownership & funding+HQ & branches

Geography

Target any territory.

+US & Canada+US states+UK, DACH, Nordics+APAC & ANZ+Metro clusters

Need multi-attribute segments? Open the Audience Builder

What Actionstep teams are struggling with

Know the friction before you reach out, and position your product where it matters.

Friction 1

Trust accounting compliance

ImpactStrict trust rules make errors costly.

OpportunityOffer legal bookkeeping and compliance services.

Friction 2

Workflow setup takes effort

ImpactFirms underuse automation they paid for.

OpportunityPitch implementation and training services.

Friction 3

Competing with larger firms

ImpactSmall firms need efficient intake and marketing.

OpportunityOffer legal marketing and intake tools.

Intent triggers we track

✓Practice management renewal

✓New office opening

✓Hiring a practice manager

✓Expansion into a new practice area

“Instead of waiting at a booth hoping for foot traffic, our reps arrived at the summit with a fully booked calendar of qualified buying committees. It transformed our event ROI.”

VP of Global Marketing, a cybersecurity vendorName withheld at the client's request

Read the 45 Briefings case study

Actionstep list questions, answered

How many companies use Actionstep?

Data InfoMetrix tracks 12,100 companies using Actionstep, with 44,300 verified contacts at those accounts as of October 2026. The largest groups are Australian & NZ Law Firms, US Small Law Firms and Conveyancing Practices. Counts are estimates from our database and market research, so ask us for a live count for your exact criteria.

Who buys and manages Actionstep inside a company?

Actionstep is usually owned by Small & Mid-Size Law Firm Practice Management. Decision-makers include Managing Partner, Principal Lawyer and Practice Manager; Finance Manager and IT Consultant shape the choice, and Lawyers and Law Clerks use it day to day. Our Actionstep list can include any of these roles.

Which Actionstep products or editions can I target?

You can target accounts by the Actionstep products they run, including Actionstep Practice Management, Actionstep Legal Accounting & Trust, Actionstep Workflow Automation, Actionstep Client Portal and Actionstep Document Assembly. Tell us which edition or module matters and we filter the list to those accounts.

What other software do Actionstep customers use?

Actionstep customers commonly also run Microsoft 365, Xero, InfoTrack, DocuSign and LawPay. Actionstep is often connected to QuickBooks, so users of those tools overlap heavily. We can filter any list by this kind of stack overlap.

What are the main alternatives to Actionstep?

The main alternatives to Actionstep are LEAP, Clio and Smokeball. We also keep verified user lists for Clio and Smokeball, which is useful for competitive displacement campaigns.

When are Actionstep customers most likely to buy?

Buying triggers we track for Actionstep accounts include practice management renewal, new office opening, hiring a practice manager and expansion into a new practice area. A common pain point is trust accounting compliance: strict trust rules make errors costly.

Can Data InfoMetrix deliver a free sample Actionstep contact list before ordering?

Yes. Data InfoMetrix delivers a complimentary 10-record sample tailored to your target Actionstep criteria—including target job titles, company size, and region—delivered within one business day with no obligation.

How does Data InfoMetrix guarantee email deliverability for Actionstep contacts?

Data InfoMetrix provides a 99% email deliverability guarantee on all Actionstep datasets. Every contact record undergoes real-time email verification within a 30 to 45-day refresh cycle, backed by a 1:1 hard bounce replacement policy for 30 days after delivery.

Sourcing and compliance. Business contacts come from public company sources, professional directories and opt-in publishing partners, then go through SMTP verification and human review. Lists are for B2B outreach: include an unsubscribe link and honour opt-outs (CAN-SPAM), and have a lawful basis such as legitimate interest when you email people in the EU or UK (GDPR). Read how we source and verify data