Ask questions, take action, record time and costs, and draft documents — all from a natural conversation, connected directly to your Actionstep practice management system.
See it in action
From conflict checks to time recording, billing, and live data in Word and Excel — here's what your team can do.
Chatting with your data
Run conflict checks, look up client details, check matter status, review time and disbursements — all without leaving your conversation. No more switching between screens or waiting for searches to load.
Performing actions
Open new matters, update details, add parties, create file notes — without navigating through menus. Just say what you need and it handles the rest, using the correct matter types and fields for your firm.
Time, costs & billing
Record time entries, add disbursements, and check billing settings or rates without opening a single form. Capture the work the moment it happens — in the same breath you used to describe it.
Using your data in Word
In Word — with Claude or Microsoft Copilot — address letters, populate client details, and draft paragraphs using live data from your matters. No more copy-pasting; your documents stay accurate and you save time.
Dear Mr Anderton,
Re: Our Matter No. 2026820 — Conveyancing
We write further to our recent correspondence regarding the above matter. We confirm that settlement is scheduled to proceed on…
Using your data in Excel
Ask for the disbursements on a matter, the time recorded this month, or a list of open files — and have it land as a ready-to-work table in Excel. Reporting that used to take an afternoon now takes a sentence.
| Date | Description | Amount |
|---|
Simple setup
No complex integrations. No changes to your Actionstep instance.
Contact LegalCollect for your firm's dedicated MCP server details. Works with Claude, Microsoft Copilot, and the Word & Excel add-ins.
Authenticate with your Actionstep account using your existing credentials. Secure, dedicated, read-write access.
Your entire team can start asking questions and taking action across your matters immediately.
Early access
We're opening up access to Actionstep firms. Register your interest and we'll be in touch with your dedicated server details.
Thanks for registering. We'll be in touch when early access opens.