Actionstep vs CasePeer
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Actionstep offers fewer features (49 vs 69) and fewer integrations (3 vs 23). Starting price: Actionstep at Contact Sales vs CasePeer at $79/mo. Actionstep has 45 unique features while CasePeer has 65 unique features, with 4 features in common.
| Actionstep | CasePeer | |
|---|---|---|
| Category | Legal Practice Management | Legal Practice Management |
| Total Features | 49 | 69 |
| AI-Powered Features | 6 | 2 |
| Starting Price | Contact Sales | $79/mo |
| Pricing Tiers | 4 | 3 |
| Integrations | 3 | 23 |
| Shared Features | 4 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 100% |
Feature Comparison by Category
AI (0 vs 2)
| Feature | Actionstep | CasePeer |
|---|---|---|
| 8am IQ - Legal AI | ||
| 8am IQ Translation Assistant |
Access & Deployment (0 vs 1)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Mobile Friendly |
Accounting (8 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Accounting | ||
| Accounts Payable & Receivable | ||
| Banking Transactions & Reconciliation | ||
| Budgeting | ||
| Cashflow Management | ||
| Expense and Disbursement Management | ||
| Revenue Recognition | ||
| Trust Accounting / Client Accounting |
Administration (0 vs 2)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Granular User Permissions | ||
| User Permission Groups |
Automation (3 vs 5)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Automated Statute Alerts | ||
| Document Automation | ||
| Notification Management | ||
| Statute Notifications | ||
| Task Workflows | ||
| Workflow Automation | ||
| Workflows and Process Management |
Billing (3 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Billing | ||
| Comprehensive Billing | ||
| Invoice Management |
CRM (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| CRM |
Calendar Management (0 vs 2)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Calendar Sync | ||
| Calendaring |
Case Management (1 vs 12)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Case Grades | ||
| Case Notes | ||
| Case Source Tracking | ||
| Case Timelines | ||
| Case and Contact Management | ||
| Custom Mass Tort Tracking | ||
| High Value Case Tracking | ||
| Injury Tracking | ||
| Lien & LOP Tracking | ||
| Litigation Event Plans | ||
| Matter Management | ||
| Medical Treatment Tracking | ||
| Settlement Negotiations |
Client Communication (0 vs 6)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Client Portal | ||
| E-Signature Request Texting | ||
| Intake Form Texting | ||
| Text Scheduling | ||
| Text Templates | ||
| Unlimited 2-Way Texting |
Client Management (2 vs 6)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Client Intake Management | ||
| Client Management | ||
| Client Portal | ||
| Contact Histories | ||
| Intake Forms | ||
| Intake Investigator Portal | ||
| Intake Portal | ||
| Lead Tracking |
Client Onboarding (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Client Intake |
Communication (2 vs 1)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Client Communications | ||
| Email Management | ||
| Internal Messaging |
Compliance (2 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Compliance | ||
| Conflict Check |
Customization (0 vs 1)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Custom Fields |
Dashboard (0 vs 1)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Case Dashboard |
Data Management (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Data Management |
Document Automation (3 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Auto-populate Documents | ||
| Builder | ||
| Dynamic Logic and Conditional Fields |
Document Management (2 vs 2)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Document Management | ||
| E-Signature Add-on | ||
| Template Management | ||
| Unlimited Document Storage |
Financial Management (0 vs 5)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Case Expense Tracking | ||
| Client Trust Tracking | ||
| Fee Change Management | ||
| Settlement Calculator | ||
| Time Tracking |
Integration (2 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Microsoft Office Integration | ||
| Microsoft Word Integration |
Integrations (0 vs 4)
| Feature | Actionstep | CasePeer |
|---|---|---|
| 20+ Key Integrations | ||
| API Access | ||
| Outlook Add-On | ||
| Zapier Integration |
Knowledge Management (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Knowledge Center |
Lead Generation (2 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Capture | ||
| Webforms |
Marketing (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Marketing and Business Development |
Payments (2 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Payment Processing | ||
| Payments |
Productivity (2 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Calendaring | ||
| Mobile App |
Project Management (1 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Project Management |
Reporting (4 vs 8)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Additional Reporting | ||
| Basic Reporting | ||
| Data Sync for Robust Reporting | ||
| Financial Reporting | ||
| Firm Productivity Report | ||
| Forecasting | ||
| High Value Cases Report | ||
| Medical Requests Report | ||
| Multi Office Reporting Suite | ||
| Over 50 Additional Reports | ||
| Profit & Loss Statements | ||
| Reporting |
Security (1 vs 3)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Automated Rolling Backups | ||
| Securely Hosted with AWS | ||
| Security | ||
| Two-Factor Authentication |
Support (0 vs 6)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Data Migration | ||
| Free On-Demand Training | ||
| Guided Implementation | ||
| Live Training Sessions | ||
| Resource Center & Articles | ||
| Webinars |
Time Tracking (4 vs 0)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Time Capture | ||
| Time Sheets | ||
| Time Suggestions | ||
| Time Tracking |
Workflow Management (0 vs 2)
| Feature | Actionstep | CasePeer |
|---|---|---|
| Case Stage Management Screens | ||
| Task Management |
Unique Features
Only in Actionstep (45)
Accounting
Accounts Payable & Receivable
Banking Transactions & Reconciliation
Budgeting
Cashflow Management
Expense and Disbursement Management
Revenue Recognition
Trust Accounting / Client Accounting
Workflow Automation
Workflows and Process Management
Billing
Comprehensive Billing
Invoice Management
Matter Management
Client Management
Client Intake
Client Communications
Email Management
Compliance
Conflict Check
+ 25 more unique features
Only in CasePeer (65)
Mobile Friendly
Granular User Permissions
User Permission Groups
8am IQ - Legal AI
8am IQ Translation Assistant
Automated Statute Alerts
Notification Management
Statute Notifications
Task Workflows
Calendar Sync
Case and Contact Management
Case Grades
Case Notes
Case Source Tracking
Case Timelines
Custom Mass Tort Tracking
High Value Case Tracking
Injury Tracking
Lien & LOP Tracking
Litigation Event Plans
+ 45 more unique features
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