What users are saying about
2 Ratings
4 Ratings
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 9.6 out of 101

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.
No photo available

LawGro

It has helped us quite a bit to organize our practice and improve on our deliverables. In few interactions with their awesome customer support, I liked their minimalistic design principal allowing greater customizations to suit our specific needs. Our intake form quality has improved drastically and we are able to turn around things much faster.
Reed Thomas profile photo

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.
No photo available

LawGro

  • Client Intake forms - It is the best. I was able to create the intakes seamlessly in just minutes.
  • Document Assembly - It took us a while to take live our internal templates but now we see a lot of advantages and are able to roll out documents quickly in just a few clicks
Reed Thomas profile photo

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.
No photo available

LawGro

  • Intake forms cannot be attached to documents currently. It will be great to see this feature soon. I spoke to their support and they informed, its WIP and they will roll out in due course
Reed Thomas profile photo

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.
No photo available

LawGro

LawGro has deeper analytics and insights on multiple activities like invoices, payments, team member availability etc. They have an in-built client intake forms and document assembly feature which was critical to our practice.
Kathy Ragsdale profile photo

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.
No photo available

LawGro

  • Helped us to manage our reputation and client happiness much more professionally and analytically.
Marc Smith profile photo

Pricing Details

Actionstep

General

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

LawGro

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
$34*
1.  per user
Additional Pricing Details
Please visit our pricing page, to compare features and to choose the right plan. https://lawgro.com/pricing/

Add comparison