What users are saying about
2 Ratings
2 Ratings
2 Ratings
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Score 8.4 out of 100
2 Ratings
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Score 5 out of 100

Attribute Ratings

  • Actionstep is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.0

Actionstep

90%
1 Rating
5.0

Firm Central

50%
2 Ratings

Support Rating

Actionstep

N/A
0 Ratings
5.0

Firm Central

50%
2 Ratings

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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Thomson Reuters

ease of use is a plus but client secure portal alerts need to be made more clearly so that communication flows both ways without delay
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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.
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Thomson Reuters

  • Time tracking.
  • Billing.
  • Easy access to Westlaw.
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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.
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Thomson Reuters

  • ease of portal access
  • form bank being easier to modify
  • integrations with other programs
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Pricing Details

Actionstep

Starting Price

Editions & Modules

Actionstep editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Firm Central

    Starting Price

    Editions & Modules

    Firm Central editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Support Rating

      Actionstep

      No answers on this topic

      Thomson Reuters

      I have not had to use support
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      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.
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      Thomson Reuters

      we actually switched to Clio for better document management and overall billing and accounting features which have worked out very well
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      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.
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      Thomson Reuters

      • Tracking time was positive.
      • Cost us money to switch document management systems.
      • Loss of time/work product with document management functions.
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