What users are saying about

Actionstep

2 Ratings

LawGro

4 Ratings

Actionstep

2 Ratings
Score 8.7 out of 101

LawGro

4 Ratings
Score 9.6 out of 101

Add comparison

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

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.
Marc Smith profile photo

Pros

  • 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
  • Case management is awesome at LawGro. It allows us to create all type of tasks - with a specific deadline and the ones without any specific deadline. I liked this feature a lot, as we are able to create all our tasks and do not miss any of them.
  • Sending invoices is a breeze with LawGro. It just takes us a minute to raise invoices and share it with our clients. The automatic reminders have helped us improve our collections to a great extent.
  • Client Intake forms are really simple. It has helped us to collect all our client data electronically and reduce the paperwork. Many of our clients are impressed with our new system.
  • LawGro offers a wide set of analytics related to our practice - whether its about invoicing, payments, team efficiency or metrics related to a case. They have been adding continuously to the list and all the insights are so meaningful and useful that we were able to plan for things better.
  • LawGro support is just Awesome. Really loved it. They are very quick and responsive.
Kathy Ragsdale profile photo

Cons

  • 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
  • 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.
Kathy Ragsdale profile photo

Alternatives Considered

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 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

  • 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
  • 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/