Legal practice management (AU/NZ/US/UK) · EBROTECH integration profile
AI integration for Actionstep — automate without switching
Your Actionstep plus AI agents on top, without migrating: answer, intake and chase across every matter.
In short: EBROTECH connects AI to Actionstep without migrating: Actionstep stays your matters and workflow source of truth, and on top we add a 24/7 voice AI agent, automated intake and billing follow-up via its documented API. We do not replace Actionstep.
What is Actionstep and what is it for?
Actionstep is the cloud legal practice management platform used by law firms across Australia, New Zealand, the US and the UK, known for heavy workflow customisation. EBROTECH does not replace it. We add AI agents on top of the Actionstep you already run to handle the front-desk and chasing work.
What it's used for
- Keep Actionstep as your source of truth for matters and workflows
- Answer inbound calls with a voice AI agent
- Intake and qualify new client leads automatically
- Chase appointments, documents and bills
What frustrates Actionstep users?
- Enquiries go to voicemail and the prospect instructs another firm
- Manual intake eats fee-earner and admin time
- Reminders are inconsistent so consults get missed
- Outstanding invoices slip because chasing is ad hoc
What changes when AI works for you
30%
of lost appointments recovered with reminders
24/7
AI picks up the phone when you can't
5x
more Google reviews in 60 days
0
missed calls left unanswered
Typical results in the businesses we work with. We measure it with you from day 1.
What does EBROTECH automate on top of Actionstep?
Actionstep stays your source of truth. We add the layer it doesn't do on its own: answering, reminding, chasing and winning back customers with AI agents.
24/7 voice AI agent that captures the enquiry and books back into Actionstep
Automated intake that creates the matter and contact
Appointment reminders and consult follow-up by SMS and email
Billing follow-up that runs to a reply
How does AI connect with Actionstep?
Actionstep exposes a documented API for integrations, so a direct connection is realistic. We confirm the exact endpoints and permissions your account allows in discovery rather than assume them, and we do not promise what we cannot read.
What the connector does NOT do
- It does NOT replace Actionstep. It only connects on top.
- It does NOT touch sensitive data without your approval.
- It does NOT migrate your data to another system (migration is Tier 3).
Actionstep API: can you connect AI?
Actionstep exposes a REST API, so the AI layer reads and writes (contacts, appointments, invoices) directly — no data migration. We confirm the exact endpoints and scopes for your version in discovery.
Are you the maker of Actionstep?
We build Actionstep's official API and MCP server in weeks, under your brand or white-label, so AI agents can recommend and use your product before they can only do it with your competitors'.
How we work with vendorsCloud connection with Actionstep
Actionstep runs in the cloud, so the connection is cloud-to-cloud over its API: the AI layer and Actionstep talk in real time without anything installed. Your data stays in Actionstep.
Actionstep + ChatGPT, Claude, Gemini, Perplexity, Codex & MCP
Each AI tool does something different around Actionstep: ChatGPT (OpenAI) and Gemini (Google) draft and summarise text, Claude AI (Anthropic) reasons over complex cases, Perplexity searches and verifies facts on the fly, and Codex or GitHub Copilot help write the connector code. None of them, on their own, acts on your data — they don't read a contact, book an appointment or chase an invoice. EBROTECH builds the connector with Claude Code and OpenAI models, exposed as an MCP server where it fits, so those AI agents do act on top of Actionstep, safely and with your approval.
How to connect Actionstep with AI in 3 steps?
- 1
15-minute discovery
We confirm the endpoints your Actionstep account exposes and what to automate first: missed calls or intake.
- 2
Connect the connector
We connect the AI layer to Actionstep over its documented API, mapping matters and contacts without migrating data.
- 3
Automations live
Voice AI intake, matter creation and billing follow-up run by themselves on top of Actionstep.
When NOT to connect with Actionstep?
If your firm runs Clio, LEAP or Smokeball instead, see that profile. Actionstep suits AU/NZ/US/UK firms that want heavy workflow customisation; lighter firms often fit Clio better.
Frequently asked questions about Actionstep
Do I have to switch off Actionstep?
No. Actionstep stays your system of record. We build the AI agents on top and migrate nothing.
How does the AI connect to Actionstep?
Actionstep publishes a documented API, so we connect directly where your account allows it. We confirm the scopes in discovery.
Can the AI write matters back into Actionstep?
That is the aim. Intake can create the matter and contact and book the consult. We scope the write-back in discovery.
What gets automated first?
The missed calls and the new client intake, because that is where the lost work is. Everything else is phased in.
Keep exploring
Do you use Actionstep?
We'll tell you which AI automations make sense for your case and how long setup takes — without changing your software.