What users are saying about
2 Ratings
61 Ratings
2 Ratings
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Score 8.4 out of 100
61 Ratings
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Score 6.8 out of 100

Attribute Ratings

  • Actionstep is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.0

Actionstep

90%
1 Rating
4.3

Clio

43%
21 Ratings

Usability

Actionstep

N/A
0 Ratings
2.8

Clio

28%
2 Ratings

Support Rating

Actionstep

N/A
0 Ratings
1.5

Clio

15%
6 Ratings

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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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.
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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.
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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.
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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.
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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.
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Pricing Details

Actionstep

Starting Price

Editions & Modules

Actionstep editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Clio

    Starting Price

    $0

    Editions & Modules

    Clio editions and modules pricing
    EditionModules
    Starter491
    Boutique692
    Elite1093
    EnterpriseContact sales team4
    Clio Grow595

    Footnotes

    1. per user/per month
    2. per user/per month
    3. per user/per month
    4. none
    5. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    All pricing tiers have a 7-day free trial.

    Usability

    Actionstep

    No answers on this topic

    Clio

    You really have to get creative to make Clio work well. Support suggested tonight that I use other products instead since Clio can't even do simple things it promises like notify clients of their court dates. Insane.
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    Support Rating

    Actionstep

    No answers on this topic

    Clio

    Clio's support mostly just tells you that they will mark your upvote for future feature development I discovered. They don't have ways to do very basic operations, so they mostly can't help I found. Instead, they are trained to defer your questions to some future undetermined date when the development team might fix those problems, I believe
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    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.
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    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).
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    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.
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    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.
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