What users are saying about

Actionstep

2 Ratings
Score 8.7 out of 101

LexisNexis Time Matters

5 Ratings
Score 7.3 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

LexisNexis Time Matters

The legal world- you need this program. There are plenty of other options out there, but TM is by far the best that I have used. This program works for an office of 1 to an office of 100. I have no clue how it would work in any other jobs, it is designed for legal work.
No photo available

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
  • File and document management- TM allows you to organize by the client, then matter, then documents for each matter. Documents can then be found by date, name, size, user, etc.
  • Time management- Our attorneys were previously documenting all their time on paper which the legal assistants would have to go through and manually enter into the billing system. Now, the attorney keeps up with their own clock which working on the case then the legal assistant "pushes" it to the billing system and a bill is ready to be printed.
  • Organization- You can find everything at your fingertips. Want to look at matter? Go for it. Remember a certain quote from a document you did but not which case? You can search for it. It also has a calendar and email feature which will sync with your Outlook calendar and allow you to have instant access to calendar events to link to your files.
No photo available

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
  • Billing- In version 12, TM had an actual accounting program built in that would allow you to manage everything all in one, now there is a separate program you must purchase (there is a variety that works with it).
  • Fonts- The creative side of my brain demands that things be color coded with visible fonts. There aren't any options to change font size or color in TM and I'm hoping that is fixed in 16.
  • Communication with other programs- TM is set to talk to Office and Adobe along with a few other programs, but I wish there was a way to make it more compatible with every program out office uses.
No photo available

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
So Juris and TM are both LexisNexis products. I dislike Juris greatly and the only thing we use it for is billing because we already had it and it was compatible with TM for billing purposes. Juris doesn't allow you any kind of document storage or management. You can make a "note" but what good does that really do me? In my opinion, Juris is good for billing only (not client management) and there are other options like QuickBooks that really outshine it.
No photo available

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
  • Time Matters has allowed attorneys to focus on research and writing, rather than wondering where a file is.
  • Time Matters has allowed for more efficient communication between team members on a case.
  • Time Matters has ensured hot documents are tagged and accessible.
No photo available

Pricing Details

Actionstep

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

LexisNexis Time Matters

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