What users are saying about

Actionstep

2 Ratings

Actionstep

2 Ratings
Score 8.7 out of 101

LexisNexis PCLaw

3 Ratings
Score 7.7 out of 101

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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.
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LexisNexis PCLaw

If you're a law firm who has a lot of clients/matters, PCLaw may not be available for you. My old firm grew to a point where they had to switch to Juris because they had too many matters in the system. If you're a smaller firm who needs an accounting software that is easy to use and can quickly get bills out to get you paid, this is a great product
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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.
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  • The software can hold a decent amount of matters, which works great being an IP firm with multiple (sometimes hundreds) of matters for each client.
  • Entry of time/expenses/invoices is very easy once the software is initially set up.
  • The software allows you to fully customize your invoices.
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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.
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  • Like I said in my pros, it can hold a lot of matters. But, if your firm is very large, PCLaw may not be the best option. My old firm grew to the point where they had to switch because they had too many matters for the system to hold.
  • The software is definitely dated, and I have some issues with crashing and other weird/buggy behavior. I have to set the default printer every time I log on in order to avoid multiple pop-ups when trying to print a document/report (which definitely doesn't take much time, but it can get annoying).
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Support

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LexisNexis PCLaw9.0
Based on 1 answer
I've always had positive phone calls with PCLaw support. I usually have my questions answered within a few minutes of my phone call, and rarely have to go into very much detail
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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.
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Juris seems to be a larger version of PCLaw. It's very similar as far as inputting time/expenses into the system. The software is more modern than PCLaw, but I've had peers mention that it is a lot more buggy for that reason. They have had issues with Juris, mentioning that they wish they could move back to PCLaw
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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.
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  • We are able to send out bills efficiently, which helps our cash flow and keeps receivables down (depending on the client).
  • We are able to pull detailed accounting reports, which helps us populate our end of the quarter/year spreadsheet for partner's net income.
  • Our attorneys are very comfortable with the pre-bill/billing process, so it saves them time, allowing them to bill more.
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Pricing Details

Actionstep

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

LexisNexis PCLaw

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