Hivelight & Actionstep

Hivelight and Actionstep

Actionstep runs your practice — matters, documents, accounting, and the workflow engine your firm was built on. Hivelight is a legal project management platform that adds what growing Actionstep firms find themselves needing next: instant visibility of where every matter and every task stands, workflows anyone can build and change in minutes, and the ability to move work around the team without meetings.

It connects to Actionstep with a live, two-way sync — matters, contacts, staff, and tasks — so nobody maintains a second system, and nobody re-keys anything.

Legal workflows that are quick to build and easy to maintain

Familiar structure, radically easier to run: Hivelight breaks work down into milestones and tasks — a structure Actionstep users will recognise from steps — but makes it dramatically easier to create, maintain, and adapt:

• Create workflows on the fly. Open a matter and start adding milestones and tasks to map out the work. No admin console, no configuration project.
• Build a workflow library in days, not months. If you can write a to-do list and break it into stages, you can build a Hivelight workflow.
• Load workflows onto matters at any time, and chain them together as the matter progresses.
• Keep improving. Update a workflow and push the latest version to your active matters.
• Handle change without breaking. Deadlines shifted? Move milestone and task dates in bulk. Hivelight easily handles litigation, family law, and personal injury — where dates move and cases change direction.

How the Hivelight–Actionstep sync works

The reason most project management tools fail in law firms is that someone has to set them up and keep them accurate. The Actionstep integration removes that job with a two-way sync that does the setup for you.

Your firm imports itself. Connect Actionstep and Hivelight brings across your matters, contacts, and staff. Matters arrive with their reference numbers preserved as searchable tags, their participants and roles attached, their matter types automatically matched to Hivelight's, and the assigned lawyer mapped as the matter owner. Closed matters archive; inactive ones land in your intake pipeline.

Tasks sync both ways. Your Actionstep tasks arrive with assignees, due dates, descriptions, and priorities intact. Create a task in Hivelight and it's created in Actionstep — assigned to the right person, with the right due date. Complete it in either system and both stay true. Your team plans and tracks in Hivelight; Actionstep stays the system of record.

It stays current automatically. Hivelight listens for matter and task changes in Actionstep, so updates flow through without imports or re-keying.

One click back to Actionstep. Every synced matter and contact in Hivelight links directly to the same record in your Actionstep — straight to the action, no searching.

Matter management that runs itself

Hivelight gives you a live summary of all your matters, colour-coded and sorted by urgency. The matters that need attention rise to the top on their own — no more chasing the team for updates, because the picture is generated automatically as your team works. (See our complete guide to matter management for the full approach.)

Zoom into any matter and its task board shows what stage it's at, the next deadline, every task, its owner, and its status. Anyone in the firm can give a detailed update on any matter, at any time.

Manage your intake in Hivelight and keep Actionstep clean

Manage new enquiries at volume: start intake matters in Hivelight, load your intake workflow, track key data points, and make sure every prospect is followed up and signed up. Sync the matters you decide to run into Actionstep — and archive the rest in Hivelight, keeping your Actionstep clean. Your reporting tracks the pipeline of new matters and identifies your top referral sources along the way.

Leverage support teams and rebalance workloads with ease

The central task list shows every task across every matter in the firm. Filter by assignee, reviewer, due date, or status, and reassign in bulk — rebalance workloads, brief external support teams, and monitor deadlines across the firm from one place.

Live analytics for data-driven decisions

Continuously updated reports to aid decision-making across the firm:

• New matters per month and top referral sources
• Staff productivity, capacity, and wellbeing
• Demand forecasting and hiring needs
• Bottlenecks and workload rebalancing
• Your own custom data points, tracked per matter

Onboarding and support for Actionstep customers

When you engage with Hivelight, our experienced team works with yours — establishing a clear plan, building your first workflows, and guiding you through to a successful launch, backed by a comprehensive support library, in-app support, and structured training. And with consumption-based pricing, there are no per-seat fees standing between your whole team and the tool.

See Hivelight with your own Actionstep matters

The fastest way to know what Hivelight will do for your firm is to see your own Actionstep matters inside it. Book a personalised demo and we'll walk you through the integration live — from first sync to full visibility.

Request a demo — or talk to our team about your firm's setup.