Actionstep in Richmond offers their flagship legal practice management software as an end-to-end solution, containing both matter management tools and business administration automation, with an internal billing and accounting system.
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PCLaw
Score 6.4 out of 10
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PCLaw is offered as an all-in-one billing, legal accounting, and matter management solution, from PCLaw | Time Matters, a joint venture spun out of LexisNexis in collaboration with LEAP in 2019.
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.
PCLaw is well suited for small to medium sized law firms with minimal accounting and bookkeeping needs. The software provides basic case management functions, and I've encountered issues with viewing or organizing new documents. The software crashes and freezes often, especially when multiple users are trying to access it at the same time. The user interface is a bit outdated but still very easy to navigate. You have to pay more for the cloud-based version of the software and it does not allow software integrations or workflow automations. I would recommend using this software only for billing/accounting purposes and subsidizing case management with more modernized products
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.
Like I said in my pros, it can hold a lot of matters. But, if your firm is very large, PCLaw may not be the best option. My old firm grew to the point where they had to switch because they had too many matters for the system to hold.
The software is definitely dated, and I have some issues with crashing and other weird/buggy behavior. I have to set the default printer every time I log on in order to avoid multiple pop-ups when trying to print a document/report (which definitely doesn't take much time, but it can get annoying).
The software may not be pretty, but it works. It could use a facelift but the functionality is still there. Personally, I would like to see an investment to make it prettier, but again, function over fashion. It is not a client-facing application, so internal use does not need to be razzle-dazzle.
Tech support for LexisNexis PCLaw has been seamless as far as I know. Those issues have been dealt with by others at my organization and I do not have personal experience.
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.
PCLaw is still the only product that provides both front office (practice management/calendaring) and back office (accounting) solutions for a law firm in one product
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.
