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At the beginning of 2018, we announced the release of a significant upgrade to Actionstep’s billing system known as ‘Enhanced Billing Mode’ or ‘EBM’.

EBM required fundamental changes to Actionstep, so we decided to work on a separate build to ensure that you could keep using ‘classic’ billing without any disruption.

Now that the main development phase is complete, we encourage your firm to move to the latest build of Actionstep, known internally as ‘Early Adopter (EA)’. The EA build is no longer just for early adopters - it's super reliable, has the most recent updates, user interface improvements, and more.


New features:


  • Improved design: We have been making some visual changes to Actionstep. Buttons are now crisper, views look more modern, and the whole system is more consistent.
  • The ‘Global create’ button provides you with an intuitive button to add data to your system.
  • Improved ‘My Profile’ screen
  • Improved and easy-to-use import tool
  • Redesigned admin screens
  • And more - general patches and other incremental improvements.


If your firm is not ready to start using the new EBM features yet, you can still switch over to EA and just turn on EBM when you’re ready.

The upgrade is almost free, and almost instantaneous, but we do recommend that all users are logged out during change.

Going forward, patches and improvements will only be made to the EA version of Actionstep, so we highly recommend upgrading to get the best experience.

To request your free upgrade, please contact our support team here.

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