What users are saying about
2 Ratings
49 Ratings
2 Ratings
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Score 8.4 out of 100
49 Ratings
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Score 9 out of 100

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.
Anonymous | TrustRadius Reviewer

Clio

Clio is a wonderful practice management solution for small firms that do billable work. The Clio manage software is excellent for tracking your time at different rates, tracking matter budgets, and tracking expenses. Clio is also great for firms that want to implement and use tech in their offices. If clients are at least somewhat tech-savvy (have and know how to use email), they will also benefit and enjoy the implementation of Clio.
Julliana Reyes | TrustRadius Reviewer

Pros

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

Clio

  • Provides an interface with NextChapter Bankruptcy.
  • Provides an interface with the forms on our website and landing pages to allow for easy transmission of potential clients into our Clio system from these sources with little human intervention.
  • Its billing, invoicing and payment integration makes the billing cycle for clients easier.
Matthew Mazur | TrustRadius Reviewer

Cons

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

Clio

  • Document management. It's still far easier for me to create Word templates and just use Word.
  • Centralized filing of client files. Like I said, I use Word. I work on a Mac and use Mac's tag structure. Clio should find a way to gather all files that have a certain tag and allow me to access them through Clio. Instead, I use Hazel and DropBox.
  • Case planning and budgeting. I use OmniFocus for project management, a self-created Excel spreadsheet for project budgeting and a cloud-based service for Gantt charts. How hard would it be to add robust project management tools to Clio?
  • Search feature for stored documents and information. Evernote has Clio beat hands-down, but I don't put client-sensitive information (only caselaw) on Evernote.
  • Case notes. This feature may be useful for high-volume practices, but I never use it.
Brad Pearce | TrustRadius Reviewer

Usability

Actionstep

No score
No answers yet
No answers on this topic

Clio

Clio 10.0
Based on 1 answer
Onboarding new employees has its challenges, but orienting in Clio has been an easy process for new learners. Also, when I have encountered questions, Clio support has immediate answers.
Sarah Renfro | TrustRadius Reviewer

Support Rating

Actionstep

No score
No answers yet
No answers on this topic

Clio

Clio 8.9
Based on 2 answers
Rather than talk in generalities, I'll give two specific examples. First, after updating my OS, I got locked out of Clio. I was back in, up and running, with no loss of data, within an hour thanks to Clio customer support.Second, I made some specific recommendation for features that I thought would be useful. Those recommendations fell in a black hole, with the suggestion that I try a very buggy third party integration app. Clio is making lots of money from lawyers using its software. Why can't Clio create the integrations and test them if Clio is not willing to build them into its platform?
Brad Pearce | TrustRadius Reviewer

Alternatives Considered

Actionstep

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.
Anonymous | TrustRadius Reviewer

Clio

CLIO Grow is custom-tailored for law firms to use off the shelf with some advanced customization options. CLIO Grow has some superior API integration options that integrate with answering services, online chatbot, website contact forms to capture new leads and automatically include them in the intake pipeline. As mentioned previously it integrates with HelloSign for no additional costs.CLIO Grow also offers API integrations with Mailchimp to add prospects to email drip campaigns in addition to built-in automated email campaigns within its own software.These features make it far more user friendly, automated, and robust compared with MyCase's CRM feature, and Pipedrive (a non-legal specific CRM).
Shawn Hamp, Esq. | TrustRadius Reviewer

Return on Investment

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

Clio

  • Hard to judge ROI, but it saves us money compared to our old server based system (ProLaw)
  • More accessible from more places. I was able to continue working during a two week trip to the beach.
  • The Client Portal (Clio Connect) is a positive way to send clients document securely, avoids the forwarded email / forwarded attachment problem.
Jason Ramsland | TrustRadius Reviewer

Pricing Details

Actionstep

General

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

Actionstep Editions & Modules

Additional Pricing Details

Clio

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Clio Editions & Modules

Edition
Starter$491
Boutique$691
Elite$1091
EnterpriseContact sales team
Clio Grow$593
  1. per user/per month
  2. none
  3. per user/per month
Additional Pricing Details
All pricing tiers have a 7-day free trial.

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