Actionstep logoActionstep integration

Firm-wide visibility and workload control, on top of Actionstep

Actionstep is where your firm configures and runs its matters. Hivelight adds the management layer above — one live view of every matter, task, and workload — so owners and practice managers can see where things stand and act before deadlines slip.

Hivelight matter board showing milestones and tasks in stages for an Actionstep firm

Actionstep runs your matters. Hivelight adds the view across them.

Actionstep is powerful — you configure it to your matter types, and your team runs the work there. Managing across all those matters is a different job: seeing which are at risk, who's overloaded, and what's slipping firm-wide. Most firms still pull that together by hand, and it's the manual layer that strains as the caseload grows and matters evolve.

Hivelight adds that cross-matter view on top of Actionstep — live, and built on the work your team already does there.

What you get on top of Actionstep

Your team keeps working in Actionstep. Owners and managers get the visibility and workload orchestration they've wanted — live, and built on the work your team already does.

See every matter at a glance

A live, colour-coded matter list, sorted by urgency, shows exactly where each matter is up to and what needs attention — so you stop chasing status updates and reading progress out of people's inboxes.

Hivelight matter list, colour-coded and sorted by urgency

Know who's overloaded — and who isn't

See workload and capacity across the whole team in one place. Allocate the next piece of work to the person who can actually take it, and plan hiring and leave against real demand instead of gut feel.

Hivelight workload and capacity report across the team

Make your management time count

Manage by exception. Attention flows to the matters and milestones genuinely at risk, while on-track work runs itself — with a clear accountability trail of who's doing what.

Hivelight reporting showing on-time performance and activity over time

How Hivelight works with Actionstep

Hivelight runs alongside your Actionstep configuration as the coordination layer on top — no change to how your team works in Actionstep.

STEP 1

Connect Hivelight to Actionstep

Hivelight sits on top of your Actionstep configuration as the layer above. No rip-and-replace; your team keeps working the way they do now.

STEP 2

Deploy work with flexible workflows

Apply reusable checklists-in-stages to any matter at any time — added ad hoc or from a template — and adapt them as the matter evolves. Work re-routes by role automatically when the team changes.

STEP 3

See it all, and report by default

Track every matter against its deadlines on a live, colour-coded board, and let structured work turn reporting into a by-product instead of a monthly chore.

Already run Actionstep? Find Hivelight in the Actionstep marketplace.

Why it works when other tools get abandoned

Rigid add-on tools get dropped, and then the work goes undocumented. Hivelight is built to actually get used.

Nothing gets dropped when the team changes

Uncommon in legal: when someone leaves or is swapped off a matter, their tasks route automatically up the chain to the next appropriate person — not into a void.

Workflows people will actually maintain

A Hivelight workflow is a clear checklist broken into stages, not the brittle, branching builders you find in older tools. Easy to build, easy to keep current — update the template and the change flows into the un-started parts of live matters.

When a date moves, the plan moves

Shift a court date, filing deadline, or settlement date and cascade the change through every downstream milestone and task in one action — so the plan stays true to the matter.

“Hivelight gave me the visibility I needed. I know exactly where I am with every case, and it allows me to stay organized and ahead of deadlines.”

— Maurice Byers Chambers

Frequently asked questions

Is Hivelight a replacement for Actionstep?

No — the opposite. Hivelight runs on top of Actionstep. Actionstep stays your practice management system; Hivelight adds the firm-wide visibility, workload, and workflow layer above it.

Do we have to change how we work in Actionstep?

No. Your team keeps working in Actionstep. Hivelight is mainly for the people coordinating and reporting on the work — partners, principals, and practice managers.

Does Hivelight do billing or trust accounting?

No, by design. Billing, trust accounting, and the document and matter record stay in Actionstep. Hivelight is deliberately the layer for managing, allocating, and reporting on the work itself.

What does Hivelight add to Actionstep?

A live, cross-matter view of where everything is up to; team workload and capacity so you can allocate work well; and reporting that stays current as matters evolve — all built on the work your team already does in Actionstep.

See Hivelight on top of your Actionstep.

Start free and get the framework owners and managers run on — the visibility and workload orchestration you've wanted, alongside the Actionstep you already use. Need bespoke reporting or automation? Our team can build it for you.

Start free

Prefer to see it first? Request a demo.