Migrate your Actionstep data

Matters are the core object in Actionstep, backed by the as:system object model. We migrate Matter metadata including date created, type, current step, and last activity via the standard REST API. Custom fields defined per matter type are handled as mapping work.

Participants link to Matters via the as:action_participant object model. Actionstep supports multiple participant types (Client, Beneficiary, Accountant, and custom types). We preserve participant-role linkages and map them to the destination's equivalent contact-to-matter relationship.

Trust accounting transactions require specialized migration handling due to regulatory implications. Actionstep's support article on migrating Trust or Client Transactions identifies this as a distinct workflow. We flag every trust record for verification before import to prevent accounting irregularities.

Time tracking is linked to Matters and Participants. We migrate time records but note that billing integration rules in Actionstep may require field-level mapping to match the destination's time-entry schema, especially for flat-fee versus hourly matter types.

Documents attach to Matters and can be exported via the Data Exporter Daily Sync Service. Document metadata, tags, and associations are migrated; the actual file binaries are transferred separately via secure bulk transfer. iManage document management links require re-establishing after migration.

Builder data collections define custom fields per matter type and map to object models. We export the data collection schema alongside the field data so custom field definitions can be reproduced in the destination platform.

Actionstep workflow automations are not directly exportable via the REST API. We document the automation logic (triggers, conditions, actions) during discovery so the firm can manually reconstruct workflows in the destination platform.

Billing records link to Matters and Trust Accounts. The Enhanced Billing Module stores invoice history and line items. We migrate billing metadata and amounts; detailed invoice PDF content is handled as document attachments.

Client intake forms are customizable via Builder. We migrate intake records and associated contact data, but the intake workflow routing logic requires manual configuration in the destination.

The Knowledge Center stores firm-wide HR documents, internal processes, and policies. We export these as a structured document set with their table-of-contents metadata for recreation in the destination's document management system.