Ask questions, take action, and draft documents — all from a natural conversation with Claude, connected directly to your Actionstep practice management system.
Chatting with your data
Run conflict checks, look up client details, check matter status, review time entries — all without leaving your conversation. No more switching between screens or waiting for searches to load.
Performing actions
Open new matters, create file notes, update task status — without navigating through menus. Just tell Claude what you need and it handles the rest, using the correct matter types and fields for your firm.
Using your data in Word
With the Claude Word add-in, address letters, populate client details, and draft paragraphs using live data from your matters. No more copy-pasting — your documents stay accurate and save time.
Dear ,
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…
Simple setup
No complex integrations. No changes to your Actionstep instance.
Add the Actionstep Claude Bridge to your Claude account. Available in the Claude desktop app and Claude for Word.
Authenticate with your Actionstep account using your existing credentials. Secure and 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 a small group of Actionstep firms first. Register your interest and we'll be in touch.
Thanks for registering. We'll be in touch when early access opens.