What users are saying about
2 Ratings
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Score 8.6 out of 101
6 Ratings
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Score 9 out of 101

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

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 ProLaw

  • ProLaw allows you to bill your time simply and highly effectively which makes the program valuable.
  • The accounting portion of the software is set up to be very simple to use even for those who are not versed in accounting. It is a simple deposit into an account and a check out of the account.
  • The ability to create custom document templates allows you to save countless hours of wasted time cutting and pasting when used in conjunction with stock and custom matter data tabs.
  • When the proper business practices are put in place, the properly organized data contained within a matter can allow even non legal employees the ability to provide first class customer service to clients with questions on their legal matter.
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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 ProLaw

  • ProLaw has been working on easier ways to add multiple documents to emails without flipping back and forth or changing document names to the storage number of the document in its database.
  • Although you can export billing information to an excel sheet, it would be beneficial if one could print all billed items for a matter that included the description of the billed event rather than just the amounts. Currently the only way to do this would be by printing statements.
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Likelihood to Renew

Actionstep

No score
No answers yet
No answers on this topic

Thomson Reuters ProLaw

Thomson Reuters ProLaw 10.0
Based on 1 answer
ProLaw is fully integrated in our firm's organization. It would be impossible to operate without it or similar programming
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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 ProLaw

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.
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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 ProLaw

  • ProLaw's time-saving features allow you to do more with less people. Human capital is the most expensive cost a business faces so the ability to keep your team organized and busy with less stress allows you a better profit.
  • ProLaw's integrated third party software for merchant processing has allowed me the ability to save countless hours on accounting fees as the entire credit card posting process is automated. This accounts for 70% or more of all of our journal entries!
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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

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