What users are saying about

Actionstep

2 Ratings

MyCase

5 Ratings

Actionstep

2 Ratings
Score 8.7 out of 101

MyCase

5 Ratings
Score 8.8 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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MyCase

My case is an excellent program for a small law firm to keep track of individual caseloads billing requirements for clients and keeping track of that clients are paying on time by providing client with excellent up-to-date status is on their files with minimal effort from the staff
Jennifer Garner 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.
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  • Invoicing
  • Client communications
  • File organization
  • Trust accounting
Jennifer Garner 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.
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  • Accounting
  • Email integration search function.
  • Opening multiple files at the same time.
Jennifer Garner profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
MyCase10.0
Based on 1 answer
It does the job and the dev team keeps adding new useful features.
D. Mathew Blackburn profile photo

Usability

No score
No answers yet
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MyCase10.0
Based on 1 answer
It's highly usable
D. Mathew Blackburn profile photo

Support

No score
No answers yet
No answers on this topic
MyCase9.0
Based on 1 answer
The support is better than most companies, not perfect.
D. Mathew Blackburn 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.
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Ease of use and cost effective.
Jennifer Garner 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.
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  • Clients love the integration
  • Easy payment Options
  • Trust reporting.
Jennifer Garner profile photo

Screenshots

Pricing Details

Actionstep

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

MyCase

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
MyCase Editions & Modules
MyCase
Edition
MyCase Subscription
$391
1. per user
Additional Pricing Details