What users are saying about

Actionstep

2 Ratings

Actionstep

2 Ratings
Score 8.7 out of 101

Amicus Attorney

6 Ratings
Score 4.9 out of 101

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Likelihood to Recommend

Actionstep

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.
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Amicus Attorney

Amicus Attorney can probably be deployed very well in a law office that has a manager specifically dedicated to making it run smoothly, and who can keep track of the contacts, etc. In our firm, no one can spend the time to do this, so the information stored by Amicus gets a little disorganized, which has the effect of slowing us down
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Pros

  • 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.
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  • Very efficient calendaring with sync to Outlook calendar (option of Exchange or Outlook level synchronization).
  • Case management including contacts, emails, documents, etc. to keep everything in one consolidated place.
  • Document automation including Word merging or HotDocs (third party). Take case data including custom pages and fields and instantly create documents based on templates with ease.
Derek Schroeder profile photo

Cons

  • 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.
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  • Subscription based only, formerly allowed "ownership" of software with annual maintenance agreement. Software has moved to a monthly subscription where one "leases" the software from the owner, Abacus.
  • Software stability, can occasionally have server-level issues that require cycling of services in order to restore connectivity.
  • Exchange calendar sync does not warn users that sync is not occurring. After updating Active Directory password, password needs updated in Amicus Attorney. Problem being, it does not remind / alert if the synchronization is not occurring.
Derek Schroeder profile photo

Alternatives Considered

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.
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Amicus Attorney has been a solid competitor for at least a decade. LexisNexis does not seem to invest a lot of time into new features for Time Matters, but the same can be said for Amicus Attorney in recent years. ProLaw is in a category of it's own (especially in regards to price) but does a superb job of case management and document management. Clio is also a bit separated as it's cloud-based but provides many of the same features as Amicus Attorney. Amicus Attorney is the best rounded of the on-premise software options (in features and price).
Derek Schroeder profile photo

Return on Investment

  • 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.
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  • Large software investment, if not properly configured and utilized this can be a time and money vacuum.
  • If law firm does not have a consistent personality among employees, buy-in may be difficult as it's a significant workflow change for users.
  • Can greatly benefit law firm if used properly and across board for all employees. Uniform data organization for cases and custom pages add to personalizing software for firm.
Derek Schroeder profile photo

Pricing Details

Actionstep

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Amicus Attorney

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details