Access Legal vs. Actionstep

When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.

Incentivized

ActionStep is a powerful CRM and matter management tool. It provides many other good benefits too. For example powerful accounting and billing, time tracking and document management. Only in highly specific areas, like multiple many to many contact relations has it fallen short. But even in this highly specialized area, so many other benefits are provided that it hardly matters.

• Having everything centrally located is very convenient.
• I really like how I can deal with accounting and billing within the program.

Incentivized

• The workflows are great to automate simple tasks like notifying people when an engagement letter is signed.
• Mobility. Because it's in the cloud it's easy to access from anywhere.
• The scratch pad is a good way to take quick notes.
• ActionStep lets you create custom fields so you can make sure the data you need is collected.

• Notifications when you receive an email on filtered folders.
• Give extra time when you want to cancel an email recently sent.
• Improve calendar to be more intuitive.

Incentivized

• ActionStep is difficult to setup. I suggest working with a consultant which increases cost.
• Needs mobile app.
• One of our practice areas, Property Law, request we have a many to many contact relation. ActionStep cannot accommodate this. However, no other software I have reviewed can do this either. ActionStep is the most robust that I have seen and comes closest to making this work.

Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.

Incentivized

I have worked with a lot of software. Each one has a different focus. ActionStep is better at workflow and task automation that the items above, in my opinion. However, having gone through many different deployments, what really matters is identifying your key requirements and needs. Then evaluation software against those. Once you have your requirements and software, focus on using that software to fix issues in existing workflow. This, when compared with ongoing training, is what it means to invest in software. Simply purchasing ActionStep or any software without identifying needs, problems in workflow or an investment in training is not a good plan. Neither is comparing the vendors to one another without knowing all of your specific needs.

• Communication with coworkers.
• Communication with other departments.
• Communication with clients.
• Filters a lot of spam.

Incentivized

• I love the workflows that can be deployed for practice areas to ensure consistency. This has reduced new employee onboarding time and increased the speed at which we can complete matters.
• Since ActionStep lives in the cloud, and we have O365 our firm is very mobile without spending lots of money in TS or other such infrastructure.
• Creating the workflows is a bit complex, so this increases the overall cost and makes an ROI take longer. I suggest spending a bit more initially to get everything setup and working with a consultant to learn how to do this on your own during that initial setup.