Actionstep
Actionstep is a cloud-based legal practice management platform serving midsize law firms with a REST API for managing matters, contacts, documents, tasks, billing, trust accounting, and law firm financial reporting. The API enables developers to build integrations using Actionstep as the back-end database with built-in data structures and business models for workflow, document management, calendaring, time sheets, billing, and general ledger.
Limited machine-readable signal and partial portal coverage — documentation a human can read, but little a machine or agent can consume without scraping.
API Evangelist profiles Actionstep the way a machine reads it — 43 machine-readable artifacts across 35 APIs, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Actionstep scores 43.3/100 (thin), with a separate agent-readiness read of 39/100 (agent aware). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.
Kin Score
How this is scored →scored 2026-07-27 · rubric v0.5
How we profile Actionstep
Each block below is one kind of artifact we hold for Actionstep. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
APIs 35
Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.
Individual APIs this provider publishes, each with its own machine-readable definition.
Actionstep Action Bill Settings API
The Action Bill Settings API from Actionstep — 2 operation(s) for action bill settings.
Actionstep Action Folders API
The Action Folders API from Actionstep — 2 operation(s) for action folders.
Actionstep Action NetDocuments Settings API
The Action NetDocuments Settings API from Actionstep — 2 operation(s) for action netdocuments settings.
Actionstep Action Participants API
The Action Participants API from Actionstep — 2 operation(s) for action participants.
Actionstep Action Type Participant Types API
The Action Type Participant Types API from Actionstep — 2 operation(s) for action type participant types.
Actionstep Actions API
The Actions API from Actionstep — 2 operation(s) for actions.
Actionstep ActionTypes API
The ActionTypes API from Actionstep — 1 operation(s) for actiontypes.
Actionstep Bills API
The Bills API from Actionstep — 1 operation(s) for bills.
Actionstep Contact Documents API
The Contact Documents API from Actionstep — 2 operation(s) for contact documents.
Actionstep Contact Folders API
The Contact Folders API from Actionstep — 2 operation(s) for contact folders.
Actionstep Contact Notes API
The Contact Notes API from Actionstep — 2 operation(s) for contact notes.
Actionstep Contact Relationships API
The Contact Relationships API from Actionstep — 2 operation(s) for contact relationships.
Actionstep Cultural Identity API
The Cultural Identity API from Actionstep — 1 operation(s) for cultural identity.
Actionstep Data Collection Field Dropdown Choices API
The Data Collection Field Dropdown Choices API from Actionstep — 2 operation(s) for data collection field dropdown choices.
Actionstep Data Collection Fields API
The Data Collection Fields API from Actionstep — 2 operation(s) for data collection fields.
Actionstep Data Collection Record Values API
The Data Collection Record Values API from Actionstep — 2 operation(s) for data collection record values.
Actionstep Data Collection Records API
The Data Collection Records API from Actionstep — 2 operation(s) for data collection records.
Actionstep Data Collections API
The Data Collections API from Actionstep — 2 operation(s) for data collections.
Actionstep Disability Status API
The Disability Status API from Actionstep — 1 operation(s) for disability status.
Actionstep Disbursements API
The Disbursements API from Actionstep — 2 operation(s) for disbursements.
Actionstep File Notes API
The File Notes API from Actionstep — 2 operation(s) for file notes.
Actionstep Gender Types API
The Gender Types API from Actionstep — 2 operation(s) for gender types.
Actionstep Participant Additional Notification Methods API
The Participant Additional Notification Methods API from Actionstep — 2 operation(s) for participant additional notification methods.
Actionstep Participant Data Field Dropdown Choices API
The Participant Data Field Dropdown Choices API from Actionstep — 2 operation(s) for participant data field dropdown choices.
Actionstep Participant Default Types API
The Participant Default Types API from Actionstep — 2 operation(s) for participant default types.
Actionstep Participant Relationship Types API
The Participant Relationship Types API from Actionstep — 2 operation(s) for participant relationship types.
Actionstep Participant Type Data Fields API
The Participant Type Data Fields API from Actionstep — 2 operation(s) for participant type data fields.
Actionstep Participants API
The Participants API from Actionstep — 2 operation(s) for participants.
Actionstep Phone Records API
The Phone Records API from Actionstep — 2 operation(s) for phone records.
Actionstep Primary Language API
The Primary Language API from Actionstep — 1 operation(s) for primary language.
Actionstep Quick Codes API
The Quick Codes API from Actionstep — 2 operation(s) for quick codes.
Actionstep REST Hooks API
The REST Hooks API from Actionstep — 2 operation(s) for rest hooks.
Actionstep Tasks API
The Tasks API from Actionstep — 2 operation(s) for tasks.
Actionstep Time Entries API
The Time Entries API from Actionstep — 2 operation(s) for time entries.
Actionstep UTBMS Codes API
The UTBMS Codes API from Actionstep — 2 operation(s) for utbms codes.
Scroll within the panel for all 35 ·
Pricing Plans 1
Pricing is part of the interface. Machine-readable plans tell you what a tier costs and includes before you commit — one of the six things the Kin Score reads for commercial clarity.
Published pricing tiers and plan structures.
Rate Limits 1
Rate limits are the difference between a demo that works and a production integration that doesn't fall over. Publishing them is an operational-transparency signal — and a hard requirement for any agent that plans its own throughput.
Documented rate limits and quota policies.
Actionstep Rate Limits
RATE LIMITSFinOps 1
Cost, billing, and metering signals let a buyer model the financial operations of an API before it's live. We profile them for the same reason we profile pricing: the money is part of the contract.
Cost, billing, and metering signals for API financial operations.
Actionstep Finops
FINOPSSemantic Vocabularies 1
JSON-LD contexts give the data shared meaning across APIs. We profile them because semantics are what let a machine reconcile 'customer' here with 'customer' somewhere else.
JSON-LD contexts and semantic vocabularies used across these APIs.
Actionstep Context
JSON-LDSecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Agentic Access 1
An x-agentic-access contract marks which operations are safe for an agent to run on its own and which need a human in the loop. It is the difference between an API an agent can use and one it can use safely.
Recommended x-agentic-access execution contracts for AI agents.
Resources
Every other property we hold for Actionstep — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Documentation 1
Reference material describing how the API behaves
Agent Surfaces 1
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 2
Pagination, idempotency, versioning, errors, and events
Build 1
SDKs, sample code, and the tooling you integrate with
Access & Security 3
Authentication, authorization, and security posture
Operate 3
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 4
The organization behind the API
Other 1
Properties that don't map to a standard resource type
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