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Actionstep Pricing, Features, Reviews and Alternatives
Actionstep product overview
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
- 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
Platforms supported
Support options
Training options
Actionstep pricing information
Value for money
4.1
/5
121
Starting from
89
/user
Per month
Pricing options
Value for money contenders
Actionstep features
Functionality
4.1
/5
121
Total features
73
7 categories
Most valued features by users
Functionality contenders
Actionstep users reviews
Overall Rating
4.3
/5
121
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.25/10
65
39
10
4
3
Overall rating contenders
Tony F.
Architecture & Planning, 11-50 employees
Used weekly for 2+ years
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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.
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.
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.
Malinda J.
Law Practice, 11-50 employees
Used daily for 1-2 years
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Overall I recommend ActionStep to other law firms. It has vastly improved our office workflow, and the various customizable features enable our employees to address clients' needs more efficiently. The ActionStep support staff are accessible and responsive to any challenges we face, whether they involve addressing problems or learning how to implement new features. What we love: - Workflows that...
- Workflows that are customized for different types of cases - Customized tasks that are automatically assigned to particular employees - Case dashboard: the "one stop shop" for all basic info related to a case (employees involved, clients, other important players in the case, calendar appointments, notes, etc.) - Contact records that exist independently of cases but may be linked to cases -- so...
- Challenging initial setup (customization of features) - Cumbersome process to unlock encrypted zip files after backup request - Previous difficulty with calendar integration caused problems with client scheduling and has made us skittish about returning to use of the calendar, even though we see this as a high-value feature of ActionStep
Catherine B.
Law Practice, 1-10 employees
Used daily for 6-12 months
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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.
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.
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.
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...
Peter M.
Law Practice, 1-10 employees
Used daily for 2+ years
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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.
The ability to build my practice management system my way, using tools available within Actionstep and also through the integration of other applications.
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.
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
Arthur L.
Legal Services, 1-10 employees
Used daily for 1-2 years
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I used Actionstep in my previous company and it seems pretty good. However, after increasing the price, actionstep has not improved a lot and the billing system is still not work very good. At the beginning I have asked for Actionstep partner for help. But they did not come back - so I set up the actionstep by myself. It seems some of the function cannot be fully utilised.
the display of the program is good and some of the support team is quite responsive
The invoice system is terrible as it is not able to add it back to the matter. Further, the invoice system does not accept other currency billing method - this must be changed asap. Other CRM can amend the invoice on the matter file - not like actionstep need to download and upload the documents manually - that's ridiculous
Hi Arthur Thank you for taking the time to provide your feedback, and we very sorry you haven't had a great experience. We have made significant upgrades to our billing since this review and hope you have had the opportunity to try them. Additionally, we have recently released our Lawpay add-on which should help amend some of the issues raised here. Addressing your questions around implementation, our support team is available to answer any queries you may have to make the most of our software - support@actionstep.com Thanks
Actionstep FAQs
Actionstep has the following pricing plans:
Starting from: $89.00/month
Pricing model: Subscription
Q. Who are the typical users of Actionstep?
Q. Does Actionstep support mobile devices?
Q. What other apps does Actionstep integrate with?
Common Actionstep comparisons
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