Actionstep API

Name: Actionstep API
Brand: Actionstep API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityTask Managementoauth2139 EndpointsREST

For Agents

Manage legal matters, contacts, time, billing, and document folders for law firms via Actionstep's practice management API.

Install Jentic One Beta

Connect the Actionstep API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Actionstep API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Actionstep API.

Create and update legal matters and link participants through /actions and /actionparticipants

Track time and convert it into bills via /bills and disbursements endpoints

Manage contact records, relationships, and contact folders under /contactdocuments and /contactrelationships

GET STARTED

Start building with Actionstep API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Actionstep API for, with concrete tasks.

★ Matter intake automation

Law firms route incoming client enquiries through an intake process - collecting client details, conflict checks, and matter type. An agent can create a contact, create a new action via POST /actions, attach the contact via /actionparticipants, and store intake answers in a data collection record. This cuts a 30-minute manual setup down to a few API calls.

Create a new matter at /actions of action type 'Personal Injury', add the client as a participant via /actionparticipants, and post intake answers to /datacollectionrecords

Time and billing workflow

Lawyers record billable time and need it flowing into client invoices. An agent can pull recorded entries, post them to a bill via /bills, attach disbursements, and finalise the invoice. Combining time, disbursements, and trust ledger data through Actionstep's API removes the duplicate entry work between case management and accounting tools.

Create a new bill at /bills for matter 234, attach time entries and a disbursement, and mark it ready to send

Custom case data capture

Different practice areas need different intake fields - a personal injury matter captures injury date and incident type, while a property matter captures title number. An agent can read the data collection definition via /datacollections and /datacollectionfields, then post answers to /datacollectionrecords and /datacollectionrecordvalues. This keeps practice-specific data structured and queryable rather than buried in free-text notes.

List datacollectionfields on the 'PI Intake' collection and post values for 'date_of_incident' and 'injury_type' for matter 123

AI agent build assistant

Firms building agent assistants for paralegals expose Actionstep through Jentic alongside document automation and e-signature APIs. The OAuth 2.0 token is held in your Jentic One instance, and the agent searches by intent, e.g. 'open a matter', without paralegals needing to know the underlying endpoint paths.

Search Jentic for 'create an Actionstep matter', load the schema, and execute it with action_type, name, and primary_contact

Key Endpoints

139 endpoints — jentic publishes the only available openapi specification for actionstep api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/actions

List matters

POST

/actions

Create a matter

POST

/actionparticipants

Attach a contact to a matter

GET

/actiontypes

List matter type templates

POST

/bills

Create a bill

POST

/datacollectionrecords

Post a data collection record

GET

/contactrelationships

List contact relationships

GET

/disbursements

List disbursements

GET

/actions

List matters

POST

/actions

Create a matter

POST

/actionparticipants

Attach a contact to a matter

GET

/actiontypes

List matter type templates

POST

/bills

Create a bill

POST

/datacollectionrecords

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Your Actionstep OAuth tokens are stored once, encrypted, by your own Jentic One instance, which refreshes them transparently and injects them at execution time. They never enter the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'open a matter in Actionstep' or 'post a disbursement', and Jentic returns the matching operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

Time to first call

FAQs

Specific to using Actionstep API through Jentic.

Why is there no official OpenAPI spec for Actionstep API?

Actionstep does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Actionstep API via structured tooling. It is validated against the live API and kept up to date. Get started with Jentic One, the self-hosted execution layer.

What authentication does the Actionstep API use?

Actionstep uses OAuth 2.0. You register an application in the Actionstep developer portal, run an authorization code flow to obtain access and refresh tokens, and pass the access token on each request. Through Jentic, the OAuth tokens live in your Jentic One instance and the agent receives a scoped execution handle rather than the raw token.

Can I create matters and bills with the Actionstep API?

Yes. POST /actions creates a new matter against an action type, /actionparticipants attaches contacts in defined roles, and /bills generates an invoice with attached time entries and disbursements. The spec covers 139 operations spanning matters, contacts, billing, and custom data collections.

What are the rate limits for the Actionstep API?

The OpenAPI spec does not declare rate limits, so check the Actionstep developer portal for the current ceiling. Use exponential backoff on 429 responses and prefer pagination over wide unfiltered list calls on resources like /actions.

How do I record matter intake with the Actionstep API through Jentic?

Run pip install jentic, search Jentic for 'create an Actionstep matter and capture intake', load the schemas for POST /actions and POST /datacollectionrecords, and execute them in sequence. Jentic handles OAuth refresh from the vault, so the agent only supplies matter details and intake values.

Does the Actionstep API support custom data per practice area?

Yes. The /datacollections, /datacollectionfields, and /datacollectionrecords endpoints let you define and capture practice-specific structured data - e.g. injury type for personal injury, title number for conveyancing - without forcing every matter onto a one-size-fits-all schema.

Can I limit what my agent is allowed to do with the Actionstep API?

Yes. Because you run Jentic One yourself, your own rules decide which Actionstep operations and OAuth credentials the agent may use, and it can call only the ones you allow. These endpoints take action, bill, and participant details in the request body rather than a resource id in the URL, so you can grant just the operations the agent needs, such as opening a matter via POST /actions or posting a disbursement, while leaving out others. Creating bills at /bills or writing data collection records is not available to the agent unless you explicitly add those operations.

Actionstep API

Connect the Actionstep API to your agent

Capabilities

Start building with Actionstep API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs