What users are saying about

Actionstep

2 Ratings
Score 8.7 out of 101

Thomson Reuters ProLaw

6 Ratings
Score 8.9 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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Thomson Reuters ProLaw

I feel this software platform is beneficial to companies of all scales and honestly cannot think of a scenario that it would not be appropriate. ProLaw addressed all issues concerning the documentation, organization, and managing of all legal matters. It provided a robust document preparation platform and allows me to customize almost every aspect of the system. ProLaw provides excellent support for issues and will assist you in creating business practices around the program for a fee. Most importantly it provides a sound way to manage and know your finances including up to the minute financial information for all legal matters when the proper business practices are present.
Sean Storch 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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  • Through system security attorneys, paralegals, secretaries and accounting staff have access to our client's entire files at their fingertips. Whether it be contact info, documents, case status and/or financial information.
  • There are a multitude of ways for timekeepers to enter their time into the system. I don't have to worry about fitting a square peg into a round hole, rather there is probably a solution for a particular timekeeper already built into the system.
  • The flexibility of SSRS report writing allows me to basically get any report/combination of reports I need to operate the business.
Sandra Haislet 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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  • ProLaw could use expanded mobile features and/or make the Portal part of the program rather than a separate piece to purchase.
  • I'd love to have the old system of annual conferences wherein it was only ProLaw and many, many classes offered each day. Location much more low key and therefore less costly for firms to attend. I enjoyed the longer conference platform.
  • Simplify report writing, not sure how but make it easier.
  • Releases seem to be coming out too often, two a year are a lot, would rather see fixes than new releases.
Sandra Haislet profile photo

Likelihood to Renew

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Thomson Reuters ProLaw10.0
Based on 1 answer
ProLaw is fully integrated in our firm's organization. It would be impossible to operate without it or similar programming
Matthew Harvey 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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I researched one other Thomson Reuters [product] but it was very basic and really only provided a way to organize emails and some downloaded documents. ProLaw was definitely a much better option as we needed a single program to run our entire organization. Anything less would have been a waste of money.
Sean Storch 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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  • We have reduced secretarial and accounting staff needs
  • We have eliminated our off site storage costs
  • We now have a way for attorneys, if allowed, to see all accounting on a client afterhours, weekends and not have to wait until accounting is in the office to get that information.
Sandra Haislet profile photo

Pricing Details

Actionstep

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

Thomson Reuters ProLaw

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