Actionstep vs. Filevine

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.

AI is here - whether we like it or not, lawyers and paralegals are using it. Filevine gives users the AI in a safe way that isn't in the public domain or discoverable. Lois has given our users the AI tools so we can control how AI is deployed and used, keeping our data safe, our client information protected and eliminating the possibility of any open AI searches being discoverable

Incentivized

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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.

• Customization - you can easily add sections and fields
• Workato and Zapier integration works well - we can connect Filevine to a multitude of other platforms and services
• Texting and faxing is available across the entire platform
• Integration with Vinesign for e-signature completion

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• 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.

• It is often hard to create complex reports, or find field names.
• The attachments are often just sitting in the docs section without organization.
• Setting up templates isn't easy, but they pull in data fine. The mail merge function doesn't support if/then logic. Pronouns are not automatic.
• It just needs to be more affordable. It is built to push you to buy third-party services rather than use its own capabilities.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It's worth our investment, we've reached a 75% ROI within the last 3 years, it was not easy but we feel that we succeeded, 75% it was not from one day to the other, it was a huge effort delivered from everyone in our organization and now we're living our dream.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

I think for support staff and attorneys it is very easy to use but that really all depends on your admin and how your firm chooses to set it up and the tabs. Usability from an admin standpoint is completely different.

Their live video chat support is a good resource, but often the problem cannot be resolved through this chat, and then promises to have someone follow up are almost always dropped. Filevine fails to make corrections for glitches or missing basic functions.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Filevine charged a lot for implementation, both directly to Filevine and their partners, but they failed to deliver on what was promised

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

I have not used any other system before and I cannot imagine myself using any other one. I am used to the layout and overall whole design of Filevine so I hope I don't have to switch to a different system any time soon or ever in the coming future

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
• Helping track expenses and reduced costs by 10%
• Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info