What users are saying about
2 Ratings
2 Ratings
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Score 8.4 out of 100
2 Ratings
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Score 10 out of 100

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.
Anonymous | TrustRadius Reviewer

PracticePanther

It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.
Chris Nguyen | TrustRadius Reviewer

Pros

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

PracticePanther

  • Workflows and task management.
  • User interface and clarity of features.
  • Customer service is expedient and helpful.
Chris Nguyen | TrustRadius Reviewer

Cons

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

PracticePanther

  • There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space.
  • An event whereby you can invite outside users/clients without creating a client portal.
  • If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item.
Chris Nguyen | TrustRadius Reviewer

Support Rating

Actionstep

No score
No answers yet
No answers on this topic

PracticePanther

PracticePanther 10.0
Based on 2 answers
I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.
Chris Nguyen | TrustRadius Reviewer

Alternatives Considered

Actionstep

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.
Anonymous | TrustRadius Reviewer

PracticePanther

I used Clio and Clio Grow. What Practice Panther is missing is the side that Clio grows offers. A more robust way on the intake/marketing side. You can use mail chip with Practice Panther but that integration is limited. However, there is a much better software called Lawmatics that integrates directly with PracticePanther. For PracticePanther and Clio direct head to head, the workflows of task, billing and user interface have better ease of use. To do the same thing, PracticePanther requires fewer clicks to get it done. When you have to do the same tasks over and over, the less clicking the better.
Chris Nguyen | TrustRadius Reviewer

Return on Investment

Actionstep

  • 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.
Anonymous | TrustRadius Reviewer

PracticePanther

  • I have been able to expedite time reviewing a file, organizing information so less time spent on workers.
  • The automated organization through integrations, like dropbox, to organize all my matters in a uniform manner. Saves time.
  • Ease of use has saved on training as instructions can be implemented directly on workflows. Saves time. Each time it saves a worker time, I am more efficient and my return on investment is apparent.
Chris Nguyen | TrustRadius Reviewer

Screenshots

Pricing Details

Actionstep

General

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

Actionstep Editions & Modules

Additional Pricing Details

PracticePanther

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

PracticePanther Editions & Modules

Edition
Monthly Plan$491
Annual Plan$391
  1. per user
Additional Pricing Details

Add comparison