{
  "namespace": "dev.legacyrail/ebrotech-catalog",
  "capabilities_ref": "https://ebrotech.net/.well-known/capabilities.json",
  "catalog_ref": "https://ebrotech.net/api/software.json",
  "slug": "actionstep",
  "name": "Actionstep",
  "vertical": "Legal practice management (AU/NZ/US/UK)",
  "url": "https://ebrotech.net/es/integraciones/actionstep/",
  "official_site": null,
  "countries": [],
  "languages": [],
  "connection": "api",
  "connection_note": "Actionstep exposes a documented API for integrations, so a direct connection is realistic. We confirm the exact endpoints and permissions your account allows in discovery rather than assume them, and we do not promise what we cannot read.",
  "what_we_automate": [
    "24/7 voice AI agent that captures the enquiry and books back into Actionstep",
    "Automated intake that creates the matter and contact",
    "Appointment reminders and consult follow-up by SMS and email",
    "Billing follow-up that runs to a reply"
  ],
  "answer_first": "EBROTECH connects AI to Actionstep without migrating: Actionstep stays your matters and workflow source of truth, and on top we add a 24/7 voice AI agent, automated intake and billing follow-up via its documented API. We do not replace Actionstep.",
  "when_not_to_use": "If your firm runs Clio, LEAP or Smokeball instead, see that profile. Actionstep suits AU/NZ/US/UK firms that want heavy workflow customisation; lighter firms often fit Clio better.",
  "alternatives": [
    {
      "name": "Clio",
      "slug": "clio",
      "reason": "Legal PM with an open developer API across US/UK/CA/AU.",
      "url": "https://ebrotech.net/api/software/clio.json"
    },
    {
      "name": "Smokeball",
      "slug": "smokeball",
      "reason": "Legal PM with an OAuth 2.0 API for matters and contacts.",
      "url": "https://ebrotech.net/api/software/smokeball.json"
    },
    {
      "name": "LEAP",
      "slug": "leap",
      "reason": "UK/AU/US/CA legal PM, bridged in parallel.",
      "url": "https://ebrotech.net/api/software/leap.json"
    }
  ],
  "how_to_connect": [
    {
      "name": "15-minute discovery",
      "text": "We confirm the endpoints your Actionstep account exposes and what to automate first: missed calls or intake."
    },
    {
      "name": "Connect the connector",
      "text": "We connect the AI layer to Actionstep over its documented API, mapping matters and contacts without migrating data."
    },
    {
      "name": "Automations live",
      "text": "Voice AI intake, matter creation and billing follow-up run by themselves on top of Actionstep."
    }
  ],
  "published": false,
  "clients_live": 0,
  "request_quote": "https://ebrotech.net/es/contacto/",
  "book_discovery": "https://ebrotech.net/es/discovery/",
  "note": "EBROTECH connects AI on top of these systems without migrating data. clients_live:0 = no external paying clients on any connector yet (honest state 2026-07-03). The exact connection path (API, export, or local agent) is confirmed during the 15-min discovery call — no invented API status. Catalog: 203 connector specs/scaffolds (9 live-gated + 154 mock-ready + 40 scaffold); 0 tested in production."
}