specificationVersion: "1.0"
id: actionstep-finops
name: Actionstep FinOps Framework
description: >-
  FinOps Framework FOCUS-aligned cost and usage information for integrating
  with the Actionstep legal practice management API. This document covers
  the financial operations considerations for teams consuming the Actionstep
  API, including setup costs, ongoing usage, and cost optimization practices.
provider: actionstep
url: https://www.actionstep.com/pricing/
framework: FinOps Foundation FOCUS v1.0
costs:
  - name: API Setup Fee
    description: >-
      One-time fee charged upon requesting API credentials. Covers sandbox
      database provisioning, API credential issuance, and initial integration
      review.
    chargeType: one-time
    amount: 500
    currency: USD
    billingModel: invoice
    pricingUrl: https://support.actionstep.com/hc/en-us/articles/50482549518355-Actionstep-API
  - name: Platform Subscription
    description: >-
      Per-user subscription fee for the Actionstep practice management
      platform. Pricing is custom and quote-based, varying by region
      (US, UK, AU, NZ, CA) and modules selected.
    chargeType: recurring
    billingPeriod: monthly
    pricingModel: per-user
    currency: USD
    amount: custom
    pricingUrl: https://www.actionstep.com/pricing-request/
  - name: Implementation Fees
    description: >-
      One-time or project-based implementation fees charged in addition to
      per-user subscription costs. Amount varies based on scope of deployment
      and customization required.
    chargeType: one-time
    amount: custom
    currency: USD
costDrivers:
  - name: API Usage
    description: >-
      API usage itself does not incur metered charges beyond the base
      subscription. However, API access is governed by dynamic rate limits
      that may affect integration performance.
    metered: false
  - name: Number of Users
    description: >-
      Primary cost driver is the number of licensed users across all modules
      (Practice Management, Legal Accounting, Builder, Capture).
    unit: user
  - name: Add-on Modules
    description: >-
      Builder and Capture modules are priced separately per user and add to
      the overall subscription cost.
    modules:
      - Builder
      - Capture
optimization:
  - name: Scope API Credentials Correctly
    description: >-
      Request only the API scopes your integration requires to reduce
      operational overhead and stay within policy. Unnecessary scopes
      may trigger additional review requirements.
    url: https://docs.actionstep.com/api-scopes/
  - name: Handle Rate Limits Efficiently
    description: >-
      Implement exponential backoff and retry logic to avoid wasted API
      calls when rate limits are encountered. This reduces redundant
      requests and improves integration reliability.
    url: https://docs.actionstep.com/api-limits/
  - name: Use Pagination Efficiently
    description: >-
      Use the maximum allowed page size of 200 records per request to
      minimize the total number of API calls needed for large data sets.
    maxPageSize: 200
  - name: Use Sandbox for Development
    description: >-
      Develop and test integrations against the sandbox environment before
      going live to avoid impacting production data and to reduce the risk
      of costly errors.
    url: https://docs.actionstep.com/getting-started/
  - name: Regional Data Compliance
    description: >-
      Ensure integration architecture respects data sovereignty requirements.
      Do not transfer personally identifiable information across jurisdictions
      where local rules prohibit it, as non-compliance may incur legal costs.
allocation:
  - name: Per-Integration Cost Tracking
    description: >-
      API credentials are issued per application/integration, enabling
      cost and usage to be tracked at the integration level by the
      Actionstep support team.
  - name: Regional Pricing
    description: >-
      Costs vary by region. Track spend separately for US, UK, AU, NZ,
      and CA deployments as pricing differs by market.
    regions:
      - US
      - UK
      - AU
      - NZ
      - CA
notes:
  - Actionstep does not publish a metered API pricing model; API usage is
    included with the platform subscription beyond the initial $500 setup fee
  - All pricing is custom and requires direct contact with Actionstep sales
  - The Legal Accounting platform is only available in North America