Legal Integration
Best AI Assistant for Actionstep
Carly is an AI assistant that connects to Actionstep so you can update actions, log timesheets, add participants, and create tasks — all by email or text. No logging into Actionstep between client meetings and court.
Try Carly →What Carly can do with Actionstep
Record timesheets after a meeting
Text Carly the action, the time, and the work — "0.5 hours on the Chen action, client meeting re: mediation" — and she records the timesheet in Actionstep before the billable time slips away.
Add participants and contacts to an action
Email Carly a new participant — opposing counsel, an expert, an insurer — and she adds them to the right action in Actionstep without you opening the app.
Create tasks and update actions on the go
Tell Carly to add a task like "file affidavit by Thursday" or to log a note on an action after a call and she updates the correct action in Actionstep from wherever you are.
Pull action and invoice details on demand
Ask Carly for an action's participants, open tasks, recent timesheets, and outstanding invoices and she pulls them from Actionstep — ready before a client meeting or partner review.
Why small and mid-size firms use AI to run Actionstep
Actionstep runs the whole practice for small and mid-size firms — matters live as Actions with participants, documents, timesheets, tasks, and invoices, tied together by workflow automation. But even with workflows humming, the human parts still fall to busy people: recording a timesheet after a call, adding a new participant to an action, noting a task before it's forgotten. Attorneys and admins who bill by the hour can't stop mid-task to load Actionstep and click through an action's tabs.
An AI tool for Actionstep should let your team update an action the moment something happens — by text from a meeting, by email from the road — without navigating the app. When recording a timesheet or adding a participant takes one message, the action stays complete and every billable minute gets captured. When it takes a login and a hunt for the record, time goes unbilled and details get lost.
How Carly works as your AI Actionstep assistant
Carly connects to your Actionstep account through the API. Once connected, you update actions, record timesheets, add participants and contacts, create tasks, and check invoices over email or text — like having an admin who keeps every action current in real time.
Just finished a client meeting? Text Carly to record a timesheet on the Chen action and add a note that the client wants to proceed with mediation. New opposing counsel on a file? Email Carly the details and she adds them as a participant on the action. Need to remember a filing? Ask Carly to create a task with a due date. Heading into a meeting? Ask what's on the action and she pulls participants, open tasks, and recent timesheets.
Because Carly works from outside Actionstep, she can cross-reference your actions with your calendar and email — flagging a client's upcoming appointment or pulling their latest message alongside the action record.
Who uses Carly with Actionstep
Attorneys at small and mid-size firms who spend their days with clients and in court and can't afford to lose billable time to app navigation. Legal admins and practice managers who keep actions, participants, tasks, and invoices current for a whole team and want to do it without living inside Actionstep. Fee earners who hate reconstructing timesheets at week's end. If your firm runs on Actionstep and the gap between what happened and what's recorded keeps costing you, Carly closes it the moment work happens.
See it in action
How to connect Actionstep to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Actionstep
Authorize the Actionstep integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Actionstep. She handles the rest.
Automate Actionstep in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Actionstep?
Carly is an AI assistant that connects to Actionstep and lets you update actions, record timesheets, add participants, and create tasks — all by email or text. She works from outside Actionstep so you can capture billable time and case updates from a meeting or the road without opening the app.
Can AI record timesheets in Actionstep?
Yes. Text or email Carly something like "record 0.5 hours on the Chen action for a client meeting" and she logs the timesheet in Actionstep within seconds. No fee earner should lose billable time because recording it meant stopping to open the app.
How do I connect Carly to Actionstep?
In your Carly dashboard at carlyassistant.com/integrations, connect Actionstep with your API key. Once connected, Carly can record timesheets, add participants, create tasks, log notes, and pull action data from your Actionstep account.
Can Carly add participants and create tasks on an Actionstep action?
Yes. Tell Carly the action and the detail — a new participant to add, a task to create with a due date, a note from a meeting — and she updates the right action in Actionstep without you touching a keyboard.
Can Carly pull action details from Actionstep?
Carly can pull an action's participants, open tasks, recent timesheets, and outstanding invoices from Actionstep on demand. Ask her before a client meeting or partner review and she sends the summary by email or text.
Is Carly different from Actionstep's built-in workflow automation?
Yes. Actionstep's workflows run inside the platform based on matter templates and rules. Carly is an external assistant you email or text — she gives you on-demand access to your actions from anywhere and the ability to record timesheets, add participants, and create tasks without logging in. She also connects Actionstep to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."