Likelihood to Recommend 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.
Read full review My case is well suited for collaboration with clients and remote access to online documents. It allows for secure online communication with clients in a secure online portal. These features allow for increased and efficient communication with clients about the status of their case. It saves time by avoiding unnecessary client phone calls and meetings. It allows attorneys and staff to remotely access documents without being tied down by a local server at an office using this cloud SAS program. Its automatic document preparation program lacks some features and has limited support for Apple software. The API for MyCase is limited to a few software integrations. Importing contact information from other programs is limited, and backing up online documents is currently restricted to a new Dropbox integration. MyCase has good timekeeping, billing, invoice, and credit card processing features that improve collecting account receivables. These features in and of themselves can justify the cost of the program.
Read full review 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. Read full review Trust accounting. This is an area of great concern as little mistakes can lead to serious consequences. Client management. By posting all client documents we have significantly reduced postage and rather than getting a phone call, the clients can see what is happening in their case. Scheduling. This is a great way to keep on top of calendars and a better way to avoid missing deadlines. Read full review 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. Read full review Integrations Signatures Workflows Read full review Likelihood to Renew It does the job and the dev team keeps adding new useful features.
Read full review Usability It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.
Read full review Support Rating I call. They answer. They speak English and they know exactly what I need to know to answer the questions when I call them. Probably the best customer support I have experienced. Personable and friendly staff
Read full review Online Training We love the program.
Read full review Implementation Rating None. This thing is a no brainer for a small law firm.
Read full review 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.
Read full review Prior to using MyCase, my firm relied on
AbacusLaw for its CRM program. I have also used
Amicus Attorney prior to that.
AbacusLaw and
Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses
Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year.
Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to
Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.
Read full review 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. Read full review Reduced the time spent on emailing for legal processes Collaborative tool for expenses and time track Streamlined calendar helps to reduce the deadlines and complete the process on time. Read full review ScreenShots