About Actionstep
Actionstep is a complete legal practice management system, built in the cloud, with automation at its heart. Actionstep uses customized workflow to get rid of law firm administrivia and simplify how you work. Actionstep has 3 product plans to deliver the best experience and value to firms of all shapes and sizes. Giving lawyers the headspace to listen, engage and make a difference to clients, everyday.
For Microsoft 365 users, Actionstep's Outlook Add-in is the most comprehensive available. While in Outlook: search and review matter files, access matter documents, edit file notes, set and complete tasks, track your time in real time and get control of your inbox by assigning emails and attachments to matter files.
Pricing starting from:
US$89,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Actionstep
Key benefits of Actionstep
- Increase staff productivity and firm profitability
- All-in-one system with integrated matter management, document assembly, accounting, billing, CRM, and more
- Very competitive pricing
- 100% cloud-based and secure
- You own your data, get it back any time - no questions asked.
- No contracts
- Automation tools to potentially save you hundreds of hours a year
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
Australia, Canada, New Zealand, United Kingdom, United States
Supported Languages
English
Pricing starting from:
US$89,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Actionstep
Images
Features
Total features of Actionstep: 73
Alternatives
ActiveCollab
Clio
PracticePanther Legal Software
CARET Legal
Reviews
Already have Actionstep?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Architecture & Planning
- Company size: 11–50 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best all in one workflow management system around
Reviewed on 2017/11/17
This software has allowed me to simplify management of my business, keeping all of the information...
This software has allowed me to simplify management of my business, keeping all of the information I need to operate in a single location. When I was employing staff it recorded all of their time against the relevant projects, reported taxes due, kept all client details, kept a record of all projects I had undertaken, allowed me to look back on projects to aid in costing of prospective projects.
Pros
That you are able to operate your whole business on the one platform. Everything from the initial client contact through to completion of services, incorporating a single place to track all project related emails, time tracking for employees, easy billing process, tracking of invoices, creditors, production of financial reports, outstanding billing reports and numerous other customisable options.
Cons
The only downside I can think are that it is a little expensive (but then I am only a sole trader now not working full time, so if I was working this business full time then I would probably feel differently on this factor)
It is generally easy to use, but maybe not as intuitive as programmes like Xero or MYOB, but that said I feel this system does a hell of a lot more than they do.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Peter Mericka - Long-term Actionstep User
Reviewed on 2021/10/06
After trying no less than 5 different software packages over the years I met [SENSITIVE CONTENT] at...
After trying no less than 5 different software packages over the years I met [SENSITIVE CONTENT] at a Legal IT conference and saw the potential of Actionstep. Over the years since I first signed up with Actionstep it has moved with the times, constantly improving but also constantly delivering the tools, staff satisfaction and safety that regulators, staff and most importantly clients have come to expect.
Pros
The ability to build my practice management system my way, using tools available within Actionstep and also through the integration of other applications.
Cons
The need to manually link incoming emails to matter files. I mention this because I came to love the ability to create a unique email address for each and every matter, but I do acknowledge that the need for higher levels of security is the reason that this feature had to be retired.
Response from Actionstep Software
Hi Peter,
Thank you for your fantastic review. Its great to hear after all these years Actionstep continues to grow with your firm.
As always, please do not hesitate to contact our customer success or support teams should you have any questions.
Thanks
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
This software is extremely difficult to use. It pretty much requires programmers to manage.
Reviewed on 2017/07/12
None. It turned out to be too hard to use. When I wanted to move to a different software, I could...
None. It turned out to be too hard to use. When I wanted to move to a different software, I could not export any emails.
Pros
Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails.
Cons
The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program.
Response from Actionstep Software
Hi Catherine. Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience.
In response to your points you raised:
Actionstep allows you to export all of your data at any time, including e-mails. You can read more about this on our user guide. Data is exported in a standard format, but unfortunately it is beyond our control as to whether or not this information can be imported into another system.
Actionstep is a highly customizable system and we do understand that this means it can take quite a bit of time to get up and running. However, the time you spend up-front tailoring the workflow to your needs will pay back over and over again in the efficiencies you will gain. We do understand that not everyone has the time to learn a new system and that is why we have a network of trained consultants that can assist.
We will be in touch to discuss this further and see what we can do to help. Thanks again for the feedback.
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome Product!
Reviewed on 2019/07/23
Overall, our experience with Actionstep has been great and has made the office much more efficient...
Overall, our experience with Actionstep has been great and has made the office much more efficient so that our clients receive top quality work.
Pros
We like how we can use our workflows to track each client thru the process. The reporting we receive is great and helps us stay on top of our business.
Cons
The accounting reports cannot be changed and at times the accounting functions don't work the way we would want them to.
Response from Actionstep Software
Briana - thank you for such a positive review. Delighted your experience with Actionstep has been great. Just wanted to mention that we continually make updates to our product, including to the accounting function, so if you do have specific requests or suggestions, do funnel them through [email protected] so our product team can review them in light of upcoming development. Thanks again!
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great for law office
Reviewed on 2020/08/04
Pros
It was easy to integrate and allows all team members to access all information from anywhere with an internet connection. Including file notes, emails and documents as well as time records. You can set tasks and monitor the step a matter is on with ease.
Cons
Integration with Outlook is good but not able to upload documents or attach documents if using Office 365
Response from Actionstep Software
Hi Tammy,
Thank you for such a positive review.
Great to hear you are using our add-in for Office 365. To you comment on being able to upload & attach documents - this is now a supported feature.
We are continuing to improve the add-in but if you do have specific requests or suggestions, please do not hesitate to email [email protected] so our product team can assess them in light of upcoming development.
Thanks
Actionstep FAQs
Below are some frequently asked questions for Actionstep.Q. What type of pricing plans does Actionstep offer?
Actionstep offers the following pricing plans:
- Starting from: US$89,00/month
- Pricing model: Subscription
- Free Trial: Not Available
Actionstep is offered across three pricing plans, outlined below. Express: $49 per user/per month billed annually Practice Pro: $89 per user/per month billed annually Practice Pro+ Accounting: $99 per user/per month billed annually
Q. Who are the typical users of Actionstep?
Actionstep has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Actionstep support?
Actionstep supports the following languages:
English
Q. Does Actionstep support mobile devices?
Actionstep supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Actionstep integrate with?
Actionstep integrates with the following applications:
Box, DocuSign, Dropbox Business, EffortlessLegal, Gmail, Google Drive, HotDocs, HubSpot CRM, InfoTrack, Josef, LawConnect, LawGro, LawPay, LawToolBox, Microsoft 365, NetDocuments, QuickBooks Online Advanced, Repsight, Smith.ai, SpeechWrite 360, Vxt, Xero, Zapier
Q. What level of support does Actionstep offer?
Actionstep offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Actionstep.
