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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.

agent aware

Real signal across most facets with visible, nameable gaps — the contract exists but is thin, or the portal is good while governance and commercial terms are absent.

Kin Score

API Evangelist profiles Actionstep the way a machine reads it — 79 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 48.4/100 (developing), with a separate agent-readiness read of 25/100 (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. Every facet and dimension name is a link: it opens that measurement's page on APIs.io, where the rating runs across the whole catalog — the exact checks that feed it, how every profiled provider distributes on it, and who is at the top of it.

Kin Score Kin Score How this is scored →
scored 2026-09-10 · rubric v0.20.0
Composite quality — 48.4/100 · developing
Contract Quality 12.8 / 25
Access Clarity 13.7 / 20
Discoverability 5.0 / 10
Actionstep Kin Score — API readiness rating by API Evangelist

Put this on your own site. The badge is drawn live from Actionstep's current Kin Score — paste it once and it updates itself every time the score is recomputed. It follows your visitor's light or dark setting, and it links back here so anyone who sees it can read the full breakdown.

<!-- Kin Score · API Evangelist -->
<a href="https://providers.apievangelist.com/providers/actionstep/"
   title="Actionstep on API Evangelist — API profile and Kin Score">
  <img src="https://apis.io/badge/actionstep.svg"
       alt="Actionstep Kin Score — API readiness rating by API Evangelist" width="150" height="150" loading="lazy">
</a>

More shapes, themes and sizes → · Score as JSON · How badges work

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 ·

Open Collections 36

Open, tool-agnostic collections carry the same runnable value as Postman without locking you to one client — the portable, forkable form of the same exercise.

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

API Collection

OPEN COLLECTION

Scroll within the panel for all 36 ·

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 things the Kin Score reads for access clarity — renamed from commercial clarity in rubric 0.12, because a free statutory interface has access terms and no commercial ones.

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

4 limits

RATE LIMITS

FinOps 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.

Semantic 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

0 classes · 35 properties

JSON-LD

Security 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.

Actionstep Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Actionstep Vulnerability Disclosure

disclosure policy published

SECURITY

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.

Actionstep Agentic Access

139 operations · 75 acting

139 operations · 75 acting

AGENTIC

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

Other 2

Properties that don't map to a standard resource type

← All providers · Data indexed from github.com/api-evangelist/actionstep · machine-readable index on apis.io

Where this information came from

This is an independent, third-party profile of Actionstep, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

info@apievangelist.com · Read the full data-sourcing policy →
On a security or compliance team? Put security in the subject line and you will get a person, not a form — we will tell you exactly which public URLs this profile was built from.