• BILLING
  • WORKFLOW
  • ANALYSIS
  • HUMAN

How to track billable time and legal tasks with your AI

Connect Actionstep to your AI client once. From there, you can query your firm's data using natural language.

Ask AI about this page

Short answer

How can I track my billable time and legal tasks with AI?

Your AI client uses Actionstep tools to pull time entries and active workflow tasks. This lets you check firm efficiency and workload without manual searching. You'll see how your data maps to these insights below.

Where your data lands.

Workload and billing insights.

The AI organizes your Actionstep information into these specific views.

BILLING

Time entry summaries

The AI uses list_time_entries to gather your billable hours. You get a clear view of what has been logged and what is missing.

WORKFLOW

Active task lists

By calling list_legal_tasks, your agent identifies what is currently on your plate. You can see pending matters and upcoming deadlines.

ANALYSIS

Efficiency reports

The agent compares time logs against task progress. This shows you where your firm is spending the most time per matter.

HUMAN

Manual adjustments

The AI only reads your data. You still need to log into Actionstep to edit entries or change task statuses manually.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Actionstep database.

  1. Fetch time logs

    The agent reaches into Actionstep to grab recent billable entries.

    list_time_entries

  2. Identify pending work

    It pulls a list of all active legal tasks currently in your workflow.

    list_legal_tasks

  3. Cross-reference data

    The AI looks at both time entries and tasks to find gaps in your billing or workload.

    list_time_entrieslist_legal_tasks

  4. Summarize findings

    Your agent presents the final workload or billing summary in plain text.

    list_time_entries

Try it

Copy these to start.

Use these prompts once you've connected Actionstep.

Starting points

These are opening lines. Swap out the specific matter names or date ranges to match your actual Actionstep data.

Actionstep Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Actionstep capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "actionstep-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9NFgOFd7SXJX2vtpn9WktE3MP6qi0PwFMTGhXgSm/mcp"
    }
  }
}
Copy into chat04

  • Show me all the time entries logged for the Smith matter this week.

  • What are my current active legal tasks in Actionstep?

  • List all time entries from yesterday so I can check my billing.

  • Summarize my workload by showing me all active tasks for the Peterson case.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Actionstep once, then ask.

Click the link to connect. Your credentials stay encrypted on our side, and you can immediately start chatting with your data.

Connect Actionstep to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my time entries?

    No. The AI can only read time entries using the available tools. You must make all edits directly in Actionstep.

  • 02

    Can the AI complete a legal task for me?

    No. The AI can list your tasks, but it cannot change their status or mark them as complete.

  • 03

    Does the AI see all my client data?

    The AI only sees the data it retrieves through the specific tools provided, like time entries and legal tasks.

  • 04

    Can I ask about specific matters?

    Yes. Once connected, you can ask for time entries or tasks related to specific matter names or IDs.

  • 05

    How does the AI get my Actionstep info?

    It uses the list_time_entries and list_legal_tasks tools to pull information directly from your account.

  • More questions about Actionstep? The Connector page answers them. See everything the Actionstep Connector can do

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