Actionstep vs. LawGro

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.

I think this is a great tool and offers many features like case management, lead management, and reputation management. So we don't rely on multiple software. If LawGro can also integrate some online payment solution like LawPay, it will help us a lot.

• 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.

• 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

• 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.

• Searching case notes for specific keywords is not supported. Will be great to see this feature soon.
• Version control on document assembly is a great feature on LawGro but it does not tags documents with version numbers.
• Approval workflow for invoicing is missing. It will be great to review and approve invoices and time entries before sending to the client.

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.

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.

• 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.

• Helped us to manage our reputation and client happiness much more professionally and analytically.