Law Practice Management Integration

Never Miss A Client Intake — Direct Into Actionstep

Marlie AI answers every prospective client and existing-matter call 24/7, runs conflict-aware intake, and pushes new contacts and matters into Actionstep with full notes attached.

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Built for mid-market law firms running on Actionstep

In legal services, speed-to-lead and clean intake decide whether a caller becomes a client. The first firm to call back usually signs the matter — but that's hard when half the calls come outside of business hours or while attorneys are in court.

Marlie AI sits in front of Actionstep so every inbound call is answered, qualified, and routed into the right matter type. Prospective clients get full intake, existing clients are matched to their matter, and your staff sees a clean Actionstep record with notes and call recording attached.

What You Get with Marlie + Actionstep

Everything you need to connect your phone calls with Actionstep — fully automated, zero manual work.

Auto-Create Contacts & Matters

Qualifying callers are pushed into Actionstep as Contacts and (optionally) new Matters in the correct matter type and stage.

Intake By Practice Area

Marlie runs a different intake script for family, PI, immigration, estate, and other practice areas — capturing the right details every time.

Call Notes On The Matter

Each call adds a note to the Actionstep Contact or Matter with a full summary, transcript, and link to the recording.

Conflict-Aware Routing

Marlie can flag potential conflicts based on opposing-party names you provide and avoid taking unauthorized intake.

Custom Field Mapping

Map intake answers — incident date, jurisdiction, opposing party, urgency — to Actionstep custom data fields for clean reporting.

Smart Deduplication

Returning clients are matched to existing Actionstep Contacts and matters instead of creating duplicate records.

How It Works

Get up and running with Actionstep in minutes — no coding required.

Connect Actionstep

Authenticate Actionstep from the Marlie dashboard via OAuth. Marlie requests only the scopes needed to read and write Contacts, Matters, and Notes.

Configure Intake Flows

Map each practice area to an Actionstep matter type, define the intake questions, and set custom-field mappings.

Marlie Answers 24/7

Every prospective and existing-client call is answered. Marlie qualifies, runs intake, and flags conflicts where applicable.

Actionstep Stays Current

New Contacts and Matters appear in Actionstep with intake notes attached. Your intake team reviews and assigns instead of typing.

Built for Real Scenarios

See how businesses use Marlie + Actionstep to capture more leads and streamline operations.

After-Hours Intake

Scenario

A personal injury caller phones at 9 PM after a car accident. Your firm closed at 6 PM.

Outcome

Marlie answers, runs the PI intake script, flags conflicts, and creates a new Contact and Matter in Actionstep so an attorney calls back first thing.

Multi-Practice Firms

Scenario

A firm runs family, immigration, and estate practice areas with different intake requirements.

Outcome

Marlie routes each caller to the right intake flow and creates Actionstep matters in the correct matter type — no manual sorting required.

Existing Client Servicing

Scenario

An existing client calls about an open matter and needs status or scheduling help.

Outcome

Marlie identifies the client, pulls matter context from Actionstep, books the callback or meeting, and logs the request as a note on the matter.

Frequently Asked Questions

Common questions about the Marlie AI + Actionstep integration.

Which Actionstep plans does this work with?

Any Actionstep plan with API access is supported. Marlie uses the Actionstep developer API with OAuth, scoped to Contacts, Matters, Notes, and Tasks.

Can Marlie open a new matter automatically?

Yes — for the practice areas you configure. For practice areas where you prefer human review, Marlie creates a Contact with intake notes and routes to your intake team.

How does Marlie handle conflicts of interest?

You can provide opposing-party names and Marlie will flag potential conflicts during intake, withhold privileged questions, and route to a human for review.

Will Marlie create duplicate Contacts in Actionstep?

No. Marlie matches callers to existing Contacts by phone and email and adds notes to the existing record instead of creating duplicates.

Are call recordings stored in Actionstep?

Transcripts and summaries are saved as notes on the Matter or Contact. Full recordings stay in Marlie and are linked from the note for compliance review.

Can Marlie schedule consultations on attorney calendars?

Yes. Marlie can check attorney availability, book consultations, and create the corresponding Task or Step in Actionstep so the attorney is prepared.

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Never Miss A Client Intake — Direct Into Actionstep

Built for mid-market law firms running on Actionstep

What You Get with Marlie + Actionstep

Auto-Create Contacts & Matters

Intake By Practice Area

Call Notes On The Matter

Conflict-Aware Routing

Custom Field Mapping

Smart Deduplication

How It Works

Connect Actionstep

Configure Intake Flows

Marlie Answers 24/7

Actionstep Stays Current

Built for Real Scenarios

After-Hours Intake

Multi-Practice Firms

Existing Client Servicing

Frequently Asked Questions

Which Actionstep plans does this work with?

Can Marlie open a new matter automatically?

How does Marlie handle conflicts of interest?

Will Marlie create duplicate Contacts in Actionstep?

Are call recordings stored in Actionstep?

Can Marlie schedule consultations on attorney calendars?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

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Stripe

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Square Appointments

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