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Actionstep vs Clio Comparison

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Overview

Actionstep is a top-rated law firm management system, built in the cloud with automation at its heart. Giving lawyers more...

Category Leaders

Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere. Access...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$

49

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

39

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

59

37

7

3

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

5

4

3

2

1

884

222

33

7

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.
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.
The search feature is fantastic, I like the website design, I like the customer service.

Pros

Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.

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 I found errors in the documents and some documents are out of date (by a number of years - and versions).
Wonky, outdated interface; poor email integration, and terrible customer support. Clio and Zola Suite both really outshine ActionStep by a mile.
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.

Cons

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features70
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Automatic Billing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Database
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • Graphical Workflow Editor
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Productivity Analysis
  • Project Accounting
  • Project Workflow
  • QuickBooks Integration
  • Real Time Data
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Tax Management
  • Team Calendars
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vacation/Leave Tracking
  • Version Control
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Workflow Management
  • Total features76
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Automatic Billing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Database
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • Graphical Workflow Editor
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Productivity Analysis
  • Project Accounting
  • Project Workflow
  • QuickBooks Integration
  • Real Time Data
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Tax Management
  • Team Calendars
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vacation/Leave Tracking
  • Version Control
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Workflow Management

Integrations

  • Total integrations16
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier
  • Total integrations67
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier

User reviews that mention these apps

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

Share this review:

Actionstep logo

Actionstep

Wonky Interface, Bad Support

Reviewed 3 months ago
Pros

The idea of structuring your workflows through processes was attractive, but the software fails to deliver a on this in a streamlined experience, resulting in overwhelm.

Cons

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