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.
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.
Also useful: AI receptionist for law firms.
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
A personal injury caller phones at 9 PM after a car accident. Your firm closed at 6 PM.
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
A firm runs family, immigration, and estate practice areas with different intake requirements.
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
An existing client calls about an open matter and needs status or scheduling help.
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?
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?
Related Integrations
Marlie AI connects with more than just Actionstep. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Actionstep?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
