What users are saying about
2 Ratings
25 Ratings
2 Ratings
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Score 8.4 out of 100
25 Ratings
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Score 8.9 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 perfect for solo practitioners and small firms. I handle a small number of complex cases, and it takes care of timekeeping and invoicing. I think it would be outstanding in a high-volume practice (criminal law, Social Security, personal injury, WHA practices).
Brad Pearce | 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

  • Clio is great at being accessible in a lot of places - it's accessible anywhere.
  • Clio does a good job at allowing time entry - it's particularly easy to enter time onto Clio.
  • Clio does a good job at maintaining consistent access to client files and info related to them. I can count on one hand the number of times it's been slow to respond in the past year.
Jason Ramsland | 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

  • Currently we sync Clio with our accounting program Xero. Sometimes the sync doesn't happen (i.e. invoices) and I have to recreate them in Xero. It would be helpful if Clio had its own full-service accounting program.
  • Sometimes find a matter within a client is unnecessarily difficult - all matters associated with a client should be easily discoverable.
  • A minor issue - but I would like the ability to move calendar items around or reduce the box size surrounding appointments.
Jeanie Watt | TrustRadius Reviewer

Support Rating

Actionstep

No score
No answers yet
No answers on this topic

Clio

Clio 8.9
Based on 2 answers
The support team is very knowledgeable, and efficient. The process is fast and we have always been able to find a resolution.
Stephanie Saxton | 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

I selected Clio for the app integrations which appeared better than Rocket Matter. I am lucky to have a fiancê in tech who has helped me tremendously with automation and Clio has been relatively easy to use. When I selected Clio, it didn't look like Rocket Matter had the same level of app integration that I wanted.
Danielle Huntley | 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

  • Improved mobility though cloud access and excellent mobile app.
  • Billing process is streamlined. Clients can make payments electronically through the Clio portal!
  • Needs the ability to better sort and organize custom data.
Anonymous | TrustRadius Reviewer

Pricing Details

Actionstep

General

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

Clio

General

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

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