Actionstep
Actionstep provides business and legal practice management with CRM, matters, and accounting functionalities. It features marketing, sales/CRM, matter management, document automation, document management, workflow, time recording, email, calendar, client billing, business accounting, trust accounting, custom reporting, and more. It offers third-party integrations with Xero Accounting, HotDocs Document Generation, Microsoft Exchange and Outlook, and Microsoft Office.
Top Actionstep Alternatives
- Clio
- Abacus
- MyCase
- LexisNexis
- Amicus
- PracticePanther
- Aderant
- Rocket Matter
- Logikcull
- CosmoLex
- MerusCase
- Firm Central
- Timestream
- Time59
- HoudiniESQ
Top Actionstep Alternatives and Overview
Clio
GoClio provides comprehensive and easy-to-use law practice management software that helps to manage your cases easily and get paid faster.
Abacus
Abacus provides legal technology solutions with 4 pillars of legal technology success: technology readiness, practice management, management support, and continued improvement.
MyCase
MyCase provides web-based case management software for modern law firms that helps you to stay organized.
LexisNexis
LexisNexis provides practice and legal management software that helps to handle your law business skillfully.
Amicus
Amicus provides top-quality practice management software for lawyers, which helps you to organize your practice and work more efficiently.
PracticePanther
PracticePanther provides simple law practice management system designed for modern attorneys.
Aderant
It features financial management, time and billing, matter planning and monitoring, profitability analysis, case management...
Rocket Matter
It features legal billing software, trust accounting, document storage, mobile apps, matter management system, powerful...
Logikcull
It features drag-and-drop upload, automatic OCR, automatic privileged detection, automatic metadata preservation, upload completion notifications...
CosmoLex
It features time and expense tracking, simple one-click billing, legal-specific accounting, business accounting, built-in IOLTA...
MerusCase
It features accounting, log expenses, time tracking, electronic billing, customizable preferences, document management tools, calendaring...
Firm Central
It features matter and document organization, unique integration, global search, time and billing management, client...
Timestream
It features minimalist design, interactive and responsive timeline, drag-and-drop operation, rich tagging system, presentations and...
Time59
It features time and expense tracking, fixed fee billing, automatic invoice calculation, trust accounting, comprehensive...
HoudiniESQ
It features time and trust tracker, case and matter management, document management, document automation, email...
Actionstep Review and Overview
Actionstep is a cloud-based legal practice management system. Law firms of all sizes, small or big can manage everything from accounting and billing to email and document management with Actionstep and its feature-rich plans. It was first started as a general solution office software but then switched to focus completely on law firms. It has been around for more than 14 years and growing with four global offices.
Express, PracticePro & Enterprise
Of the plans provided by Actionstep, Express is for small or single practice firms. It comes in the form of a ready kit that provides easy management and integration. The complete tested automation of workflow allows efficient work. Billing can also be automated, and calendars can be synced to have everything on the go.
With over 50 pre-designed report templates and a built-in CRM, all lawyers have to do is to focus on the client. It also provides military-grade security and control over all your data.
PracticePro is more for mid-sized firms with bigger automation needs.
This is customizable to fit the needs and workflow of the firm. The self-service client portal is provided with security and encryption to allow a greater user experience. A mobile dashboard for your employees offers them control over work management.
Enterprise is for bigger than usual firms with heavy needs. This includes all of PracticePro features plus the integrated general ledger accounting, advanced workflows and third-party integration.
Microsoft Office Plugin
Unique to Actionstep is the Microsoft Office plug-in provided for lawyers to have seamless document editing. Additionally, it can also be integrated with Outlook and have a bi-directional calendar and email sync.
Who should use Actionstep?
If you are struggling in your law firm with the age-old servers, whatever the size and wish to make your practice modern and efficient, look no further. Actionstep provides plentiful ready to go solutions and is ideal for handling cases, invoices, bills and documents and can be set up in a short time.
Company Information
Company Name: Actionstep Software Ltd
Company Address: 102/100 Parnell Rd Parnell, Auckland, New Zealand
Founded in: 2004