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Actionstep vs Filevine Comparison (2026)

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Actionstep logo

Actionstep

Filevine logo

Filevine

Overview

Customize each of your matter & case types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters & cases more efficiently and ensure that nothing gets missed.

Filevine is an all-in-one legal billing platform. Easily track time, bill clients, and receive payments all in one place.

  • 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

Video & Screenshots

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

135

5

4

3

2

1

68

45

13

4

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
66%
would recommend this app

4.4

301

5

4

3

2

1

221

42

10

7

21

  • Value for money
  • Ease of use
  • Features
  • Customer support
80%
would recommend this app

Pros

“Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting.”
MD

Mike D.

Principal

“I am a new user but so far I have used it to mange my client base and it is more than what I need.”
HP

Holly P.

Owner

“We loved the ability to craft work flows based upon our specific practice. But we also had the flexibility to obtain pre-set work flows as well.”
LD

Lisa D.

Partner

Pros

“The centralized case record, with tasks, notes, texts, and documents in one place, does make it easier for my team to see what’s going on without chasing information across multiple tools.”
Verified reviewer profile picture

Christi L.

COO

“Filevine dedicates a Representative to respond to issues and questions, and connect you to the appropriate person(s) to help -- billing, training, implementation, etc.”
SZ

Susan Z.

Paralegal for Atty David C Farr

“I must say that everyone I have been in contact with at Filevine has made me feel like I am their only customer -- they value my input, and work to customize Filevine to address our practice in a one attorney and one paralegal/"everything person". ”
SZ

Susan Z.

Paralegal for Atty David C Farr

Cons

“We started using Actionstep in 2019 but we quickly realised that it was not suitable for small law firms.”
SW

Spencer W.

Director

“I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers”
cc

charmaine c.

Practice Manager

“It has helped to automate case management and save time but the system is very glitchy and constantly "breaks". ”
SM

Sandy M.

Office Manager

Cons

“Every time I expressed my concerns, FV employees would demand to address on phone/Zooms (never in writing) which prevented transparency in handling and also demanded an extraordinary amount of time in my schedule.”
LW

Lori W.

Owner and Attorney

“They did not allow access to software before signing contract -they do a customized demo (cannot be downloaded - only played "live" during sales call) that inaccurately portrays the actual product.”
LW

Lori W.

Owner and Attorney

“Filevine promised a modern, scalable case management system for law firms—but over time, it has become an increasingly expensive platform that underdelivers on core functionality while aggressively upselling basic features.”
Verified reviewer profile picture

Christi L.

COO

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review11 days ago

Key features

  • Total features106
  • 2-Way Messaging
  • AI Summarization
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Conflict Tracking
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • General Ledger
  • HIPAA Compliant
  • HR Management
  • Hourly Billing
  • Incident Management
  • Inspection Management
  • Intake Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Legal Case Management
  • Legal Compliance
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Performance Metrics
  • Phonetic Search
  • Productivity Tools
  • Project Management
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Third-Party Integration
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management
  • Total features119
  • 2-Way Messaging
  • AI Summarization
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Backup and Recovery
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Bulk Send
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Conflict Tracking
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Tracking
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • General Ledger
  • HIPAA Compliant
  • HR Management
  • Hourly Billing
  • Incident Management
  • Inspection Management
  • Intake Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Legal Case Management
  • Legal Compliance
  • Matter Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Multi-Currency
  • Multi-Location
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Performance Metrics
  • Phonetic Search
  • Productivity Tools
  • Project Management
  • Project Time Tracking
  • Projections
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Third-Party Integration
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations6
  • Actionstep Legal Accounting
  • Box
  • Captorra
  • Case Status
  • Dialpad Connect
  • Docusign
  • Docusign CLM
  • Domo
  • Dropbox
  • Google Calendar
  • Hona
  • Kenect
  • LEX Reception
  • LawToolBox
  • Lead Docket
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Project Server Subscription Edition
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online Advanced
  • Slack
  • VXT
  • Vinesign
  • Workato
  • Xero
  • Zapier
  • Total integrations25
  • Actionstep Legal Accounting
  • Box
  • Captorra
  • Case Status
  • Dialpad Connect
  • Docusign
  • Docusign CLM
  • Domo
  • Dropbox
  • Google Calendar
  • Hona
  • Kenect
  • LEX Reception
  • LawToolBox
  • Lead Docket
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Project Server Subscription Edition
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online Advanced
  • Slack
  • VXT
  • Vinesign
  • Workato
  • Xero
  • Zapier

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