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Actionstep vs Zola Suite Comparison

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Overview

Category Leaders

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

Category Leaders

See why Zola is the FASTEST-GROWING practice management software. Industry-leading features such as patented email management,...

  • 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

89

/user

Per month

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

Starting from

69

/user

Per month

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

User reviews

4.3

120

5

4

3

2

1

65

38

10

4

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.6

121

5

4

3

2

1

91

20

5

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

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

Pros

When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much.
Integration with email is awesome and our staff gets a sense that your team is continually improving and adding options which makes it even more exciting.
Having the accounting "internal" for both trust & non trust accounts is a great help in not needing to use Quickbooks, then re-enter/log the checks, costs, details.

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).
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.
The only con is the lack of an integration between Actionstep and Adobe software.

Cons

Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem.
It has been one of the worst conversions we have ever experienced.
There isn't much to say in terms of negative content that I personally have experienced.
  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features73
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • 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
  • Electronic Signature
  • Email Management
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • For Family Law
  • For Legal Professionals
  • For Small Businesses
  • Forms Management
  • Full Text Search
  • General Ledger
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Project Time Tracking
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features98
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • 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
  • Electronic Signature
  • Email Management
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • For Family Law
  • For Legal Professionals
  • For Small Businesses
  • Forms Management
  • Full Text Search
  • General Ledger
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Project Time Tracking
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations26
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Xero
  • Zapier
  • Total integrations19
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Xero
  • Zapier

User reviews that mention these apps

TS
AvatarImg

Tyler S.

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

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 2 years 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.

Vendor response

Hi Tyler, Thank you for your response. Since the time of your review, we have released a comprehensive upgrade of our email platform & have overhauled our support structure. And in regards to your feedback on our Workflows, our customer success team would certainly be able to help you get the most of your system. Please contact them through customersucess@actionstep.com

AR
AvatarImg

Verified reviewer

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Actionstep logo

Actionstep

Great Productivity Tool but Additional/Improved Integrations Needed

Reviewed 3 years ago
Pros

The timekeeping functions, file notes, and overall organization into workflows are tremendous features. Once customized and part of daily practice, Actionstep makes task management much more efficient.

Cons

Gmail/G-Suite integrations are lacking. We are unable to automatically log emails that originate in Gmail. Emailing directly from Actionstep takes care of the record keeping, but we often lose the formatting of our email signatures despite best attempts to keep it true-to-form.

Vendor response

Hi, Wonderful to hear your firm is seeing tremendous results from Workflow within Actionstep. It's a common theme of from firms to see similar benefits once they dive into Workflow. If you do have specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks

JS
AvatarImg

Jinny S.

Used daily for less than 6 months

Review source

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

Share this review:

Actionstep logo

Actionstep

This product does everything that we were hoping for!

Reviewed 5 years ago
Pros

I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature...

Cons

No cons were added to this review