Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system.
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Orion Practice Management System
Score 9.1 out of 10
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Orion Law Management in Atlanta offers their flagship product to support legal matter and practice management, with case management features such as document, calendar and billing mangement, and firm management features such as accounting, business intelligence, and marketing.
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.
Entering billing time is a breeze. It is also easy to keep up with all billing through the Time Manager screen in conjunction with Fee Entry. It works great as a calendar, with the ability to designate entries as tasks, events and other topics. The calendar program synchs with Outlook, no need to enter deadlines in two separate programs. It is a breeze to run conflict checks and the Smart Timers Management option is very user friendly.
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.
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.
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.
