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Actionstep Pricing, Features, Reviews and Alternatives

Actionstep product overview

Price starts from

$

49

/momonth
Per User

What is 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.

Key benefits of using 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
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Phone Support
Email/Help Desk
Chat

Training options

Videos
Webinars
Live Online
In Person
Documentation

Actionstep pricing information

Value for money

4.2

/5

109

Price starts from

$

49

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Actionstep features

Functionality

4.1

/5

109
Total Features72 7 categories

Most valued features by users

Document Management
Task Management
Document Storage
Case Management
Access Controls/Permissions
Calendar Management
Activity Dashboard
Alerts/Notifications

Actionstep users reviews

Overall rating

4.3

/5

109

Positive reviews

88%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.36/10
Rating distribution

5

4

3

2

1

59

37

7

3

3

Pros
The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.

AG

Andrew G.

The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.

RL

Roger L.

The search feature is fantastic, I like the website design, I like the customer service.

KD

Kelci D.

Cons
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions).

CC

Christopher C.

Wonky, outdated interface; poor email integration, and terrible customer support. Clio and Zola Suite both really outshine ActionStep by a mile.

TS

Tyler S.

I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.

AG

Andrew G.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Stick with it - it's amazing

Reviewed 2 years ago

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Pros

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Cons

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Vendor response

Thank you Daniel. Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution. If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Lots of Customization options, but lacking some basic common sense

Reviewed 3 years ago

Mixed. A number of positive features, but also a number of time consuming and expensive issues to set it up and keep going, and almost "TOO" much for our needs, since it is missing some simple features.

Pros

For a small law office, there is a lot of potential to customize the matter setup and use different workflows. Also as a supervisor there is complete transparency so I see everything my support staff is doing, I like that the system does a complete backup of saved documents and matters. The Home page is very workable. And the timekeeping functions are good. I also really like the Microsoft Outook integration, even if I keep having to reboot it.

Cons

First, something simple. Make an "out of office" message available through the email system. When I set this up on my outlook, then even though it is integrated, if the client sends an email directly through the Actionstep platform,they do not receive that out of office message. Second, the billing system is not user-friendly. First, the billing templates are a lot harder to set up than they should...

Vendor response

Carol - thanks for taking the time to write the review. We really appreciate your positive comments about Actionstep - particularly regarding transparency and Microsoft Office Integration. You have a number of suggestions which I am going to take to our product development team - hearing feedback like this is really helpful for us in planning out future product development work. We will be in touch with you directly to discuss these further. Thanks again.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Catastrophic customer service and lack of common sense - too bad, it's a promising software

Reviewed 2 years ago

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

Pros

Powerful and easily editable workflow engine. Really. Mass billing features. Customizable fields. Extremely powerful templating.

Cons

Bugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too. Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure...

Vendor response

Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software. Thank you again for your response

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Powerful and flexible practice management

Reviewed 3 months ago

I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice management

Pros

I have used the product in a number of different law firms and have been involved in the setup for those firms. It is easy to use and easy to adapt to your own requirements

Cons

I have no adverse comments as I have not found any aspect of the software to fall short of what is needed

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Actionstep still the best but not yet perfect

Reviewed a year ago

Overall, I've been very happy with Actionstep. I get the most satisfaction when I get a new client and need to create a document that I have set up document assembly for, and am able to generate in seconds a document that would have taken an hour or more to create manually.

Pros

Document assembly tools are the most powerful of the many cloud based law practice management systems I have looked at. CLIO's document assembly comes close, but not quite as powerful. It is also the most customizable cloud based law practice management system I have tested.

Cons

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud based systems. They seem to have heard these concern and over the past four years that I've been using Actionstep, and their development team has making progress on these two fronts. They aren't perfect yet, but they seem to be continually improving.

Vendor response

Hi Brahm, Thank you so much for your fantastic review. Its great to hear you are saving hours using our Document Automation functionality! Should you ever have any questions or would like to learn how how to get even more out of Actionstep, please do not hesitate to contact our customer success or support teams Thanks

Actionstep FAQs and common questions

Actionstep has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription


Actionstep has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Small Business


Actionstep supports the following languages:
English


Actionstep supports the following devices:
Android, iPhone, iPad


Yes, Actionstep has an API available for use.


Actionstep integrates with the following applications:
LawPay, HotDocs, Dropbox Business, Zapier, QuickBooks Online Advanced, Gmail, Smith.ai Chat, Google Drive, Box, LawToolBox, Microsoft 365, NetDocuments, LawGro, Xero, HubSpot CRM


Actionstep offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk, Chat

Common Actionstep comparisons

Actionstep logoClio logo
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Actionstep logoTabs3 logo
ActionstepvsTabs3
Actionstep logoZola Suite logo
ActionstepvsZola Suite
Actionstep logoSmokeball logo
ActionstepvsSmokeball
Actionstep logoApp4Legal logo
ActionstepvsApp4Legal

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