Integrations / Legal practice management

Use AssistCall with Actionstep

AssistCall answers your business calls 24/7 and can send each call, message and booking to Actionstep through Webhook, Zapier.

Actionstep: Cloud practice management software for small and midsize law firms with workflow automation, matter management, billing and legal accounting.

Connects

Example call

A caller says she is buying a house and needs a closing attorney. The receptionist takes her details and the closing date. A Zap creates her contact and a new matter in Actionstep, and the conveyancing team sees the matter with the call summary as a file note.

• When the receptionist captures a new lead, a Zap creates an Individual Contact in Actionstep, and can create a Matter for it.
• After a call from an existing client, a Zap finds the matter and adds a File Note with the summary and recording link.
• When a callback is promised, Zapier creates a Task in Actionstep for the responsible staff member.

How it connects

• Webhook: Signed JSON for every call, message and booking, sent to any HTTPS URL you choose.
• Zapier: Send AssistCall events to a Zap (Webhooks by Zapier, Catch Hook), then use the app's Zapier actions. Needs a paid Zapier plan.
• Call forwarding: Forward your business line to AssistCall when busy, after hours or always. Works with any carrier.

About Actionstep's API

• Partner API: the vendor approves access
• Style: REST (JSON)
• Authentication: OAuth 2.0
• On Zapier: yes. On Make: no.

Developers submit an Integrator Application. Actionstep's Global Support Team issues sandbox credentials, and issues production credentials only after an API review. API calls run with the permissions of the authorizing user. Rate limits are applied per user session (HTTP 429). REST Hooks send notifications for matter, document, participant and other events.

Not included: no one-click Actionstep app, no listing in Actionstep's marketplace, no two-way sync, and no partnership with Actionstep.

Researched by the AssistCall team and checked against Actionstep's public pages on October 24, 2026. Actionstep is a trademark of Actionstep. AssistCall is an independent product of Starling Global LLC and is not affiliated with, endorsed by, sponsored by or approved by Actionstep.

More Legal practice management integrations

• Clio: Cloud practice management software for law firms (Clio Manage). It covers matters, contacts, calendars, time tracking, billing and documents, and Clio Grow handles client intake.
• MyCase: Legal practice management software for small and midsize law firms. It covers cases, contacts, calendars, billing, a client portal and a legal CRM for intake.
• CASEpeer: Case management software built for personal injury law firms. It covers intake, case tracking, medical records, settlements and client texting.
• CosmoLex: Cloud practice management software for law firms with built-in legal accounting (trust and business), billing and matter management.
• Filevine: Case management platform for law firms, widely used by personal injury and litigation practices. It is organized around projects, contacts and custom workflows.
• Lawmatics: Legal CRM and client intake software for law firms. It includes marketing automation, intake forms, e-signature and appointment scheduling.

All product and company names in this directory are trademarks or registered trademarks of their respective owners, used only to identify systems AssistCall can send call information to or receive information from. Their use does not imply any affiliation with or endorsement by their owners. AssistCall connects using signed webhooks, the business's own API keys, automation platforms (Zapier, Make, n8n) the business sets up in its own account, and call forwarding. AssistCall does not provide one-click connectors, marketplace apps, certifications or two-way record or calendar sync, and does not sign HIPAA business associate agreements. Vendor features, plans and API access can change; information last checked October 24, 2026.