2 Ratings
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Score 8.4 out of 100
4 Ratings
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Score 6.8 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

Thomson Reuters Elite 3E Enterprise Business Management

Timekeeping is good, but the report output could be better. The interface is much better than it used to be.
Anonymous | 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

Thomson Reuters Elite 3E Enterprise Business Management

  • Tracks time
  • Separates billable and nonbillable hours
  • Separates by Matters and clients
Jeremy Abrams | 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

Thomson Reuters Elite 3E Enterprise Business Management

  • Users have reported that they have more reporting capability in other software.
  • The upgrade process is very time-consuming.
  • Sometimes slow.
Anonymous | TrustRadius Reviewer

Support Rating

Actionstep

No score
No answers yet
No answers on this topic

Thomson Reuters Elite 3E Enterprise Business Management

Thomson Reuters Elite 3E Enterprise Business Management 7.0
Based on 2 answers
We seem to get the answers that we are looking for rather quickly.
Anonymous | 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

Thomson Reuters Elite 3E Enterprise Business Management

We experienced a better ROI with 3E and the timeline made more sense.
Anonymous | 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

Thomson Reuters Elite 3E Enterprise Business Management

  • Better capability than it's predecessor.
  • Makes business run smoother.
Anonymous | TrustRadius Reviewer

Pricing Details

Actionstep

General

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

Thomson Reuters Elite 3E Enterprise Business Management

General

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

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