Actionstep vs CosmoLex

Clio

QuickBooks Online Advanced

8am MyCase

PracticePanther Legal Software

LEAP

PracticeEvolve

Compare Actionstep and CosmoLex based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

LEAP’s cloud-based legal software integrates practice management, document automation, billing, and AI in one award-winning platform.

PracticeEvolve is a cloud-based solution that helps law firms streamline legal accounts, documents and case management processes. Key features include invoicing, activity tracking, funds management, and to-do lists.

Actionstep is a cloud-based law practice management platform designed to streamline processes and enhance productivity for legal professionals.

Access Controls/Permissions

Accounting

Accounting Integration

Accrual Accounting

Activity Dashboard

Activity Tracking

Alerts/Notifications

Archiving & Retention

Asset Accounting

Audit Trail

Automatic Backup

Automatic Billing

Backup and Recovery

Bank Reconciliation

Billable & Non-Billable Hours

Billable Items Tracking

Billing & Invoicing

Billing Portal

Billing Rate Management

Bulk Send

Business Process Automation

Calendar Management

Case Management

Case Notes

Check Writing

Client Management

Client Portal

Collaboration Tools

Communication Management

Compliance Management

Conflict Management

Contact Database

Contact Management

Contingency Billing

Contract/License Management

Credit Card Processing

Cross Ledger Posting

Customer Statements

Customizable Fields

Customizable Forms

Customizable Invoices

Customizable Reports

Customizable Templates

Data Import/Export

Deadline Management

Docket Management

Document Automation

Document Capture

Document Generation

Document Management

Document Storage

Document Templates

Electronic Payments

Email Management

Employee Management

Expense Tracking

Fee Calculation & Posting

File Sharing

Financial Management

For Legal Professionals

Forms Management

Full Text Search

General Ledger

Hourly Billing

HR Management

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Legal Case Management

Mobile Access

Mobile App

Mobile Payments

Multi-Currency

Online Invoicing

Online Payments

Payment Processing

Performance Metrics

Process/Workflow Automation

Productivity Tools

Project Management

Projections

Real-Time Data

Real-Time Reporting

Receipt Management

Records Management

Recurring/Subscription Billing

Reminders

Reporting & Statistics

Search/Filter

Secure Data Storage

SSL Security

Task Management

Task Progress Tracking

Task Scheduling

Tax Calculation

Tax Management

Third-Party Integrations

Actionstep

Android

Linux

Web-based

Windows

iPad

iPhone

Office Manager 

It has the worst customer service. No one responds and when they do, they don't get the problem and you have to explain yourself again and again.

Director

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.

paralegal

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

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).

Lawyer

I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best.

Principal and Director

Yet the website still advertises the pricing as being "per user", which is clearly misleading. I have tried to speak to someone at Actionstep about this situation but have been ignored.

The automation is fantastic. Once you learn how to use the triggers and actions effectively you can run a much smoother operation.

Principal Legal Director

The features and functionality built in to Actionstep are amazing.

Attorney 

I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users was very helpful.

Partner

Very user friendly and suited my firm perfectly.

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

Legal Assistant

The only con is the lack of an integration between Actionstep and Adobe software.

Attorney / Owner

Searching for documents is useless. Searching for contacts by employer/place of work is impossible.

Barrister 

Adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size.

The lack of cohesion between. Actionstep (ie the software provider).

I believe this is one of the best practice management programs available at a reasonable cost.

Paralegal

You can set tasks and monitor the step a matter is on with ease.

Improved over time; Covers all requirements; Integrates well with MS Office.

Actionstep screenshot: Actionstep matter types

Actionstep screenshot: Actionstep add task

Actionstep screenshot: Actionstep timesheet

Actionstep screenshot: Actionstep calendar

Freelancers

Mid Size Business

Non Profit

Small Business

8am MyCase is a legal practice and case management software designed for law firms of all sizes. 

PracticePanther Legal Software is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

QuickBooks Online Advanced is a web-based accounting & business management solution which enables small businesses to track sales, inventory, financial accounts & payroll from a single dashboard

CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

Accounts Payable

Accounts Receivable

Audit Management

Batch Processing

Built-in Accounting

Calendar Sync

Court Rules-Based Scheduling

Customer Database

Document Classification

Electronic Signature

File Management

Financial Reporting

For Family Law

For Lawyers

For Small Businesses

Income & Balance Sheet

Microsoft Outlook Integration

Multi-Location

Remote Access/Control

Reporting/Analytics

Scheduling

Staff Calendar

Status Tracking

Summary Reports

Time & Expense Tracking

Time Tracking

Timer

Transaction Management

Trust Accounting

Two-Factor Authentication

CosmoLex

The technical support has been excellent, both from their quick responsiveness and their ability to solve any issues I may have.

My overall experience with CosmoLex has been excellent. The initial onboarding process was very useful and the data migration from my previous accounting software program was quite seamless.

Cosmolex is by far the best Legal Management Software on the market. The accounting is superior and specific to the legal industry and the client management options are unmatched.

After trying more than 5 of the other solutions, Cosmolex was the best cost effective solution, giving me a complete package of tools for all aspects of my firm.

Firm Administrator

It is really easy to get a live person, which is great. And I have been impressed with every single one of them.

What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me).

Principal

Billing with a timer, bulk billing (was added after I requested), super responsive customer support/chat, great reports, full back-end accounting.

Easy to use, good interface, web-based and does most accounting tasks quickly and simply. Software development team is very responsive to any concerns about the product.

The support features and articles are great. I've been able to solve most of my own issues without the need to submit a help ticket.

Actionstep vs CosmoLex Comparison (2026)

Actionstep vs CosmoLex Comparison (2026)

Actionstep

CosmoLex

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives