Actionstep vs Clio
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Actionstep offers more features (49 vs 42) and fewer integrations (3 vs 28). Starting price: Actionstep at Contact Sales vs Clio at $39/mo. Actionstep has 43 unique features while Clio has 36 unique features, with 6 features in common.
| Actionstep | Clio | |
|---|---|---|
| Category | Legal Practice Management | Legal Practice Management |
| Total Features | 49 | 42 |
| AI-Powered Features | 6 | 5 |
| Starting Price | Contact Sales | $39/mo |
| Pricing Tiers | 4 | 4 |
| Integrations | 3 | 28 |
| Shared Features | 6 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 71% |
Feature Comparison by Category
Accessibility (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Multi-Language Support |
Accounting (8 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Accounting | ||
| Accounts Payable & Receivable | ||
| Banking Transactions & Reconciliation | ||
| Budgeting | ||
| Cashflow Management | ||
| Expense and Disbursement Management | ||
| Revenue Recognition | ||
| Trust Accounting / Client Accounting |
Analytics (0 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Predictive Billing | ||
| Reporting & Analytics |
Automation (3 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Automated Billing Workflows | ||
| Document Automation | ||
| Workflow Automation | ||
| Workflows and Process Management |
Billing (3 vs 3)
| Feature | Actionstep | Clio |
|---|---|---|
| Billing | ||
| Comprehensive Billing | ||
| Expense Categories | ||
| Invoice Customization | ||
| Invoice Management | ||
| Retainer Management |
CRM (1 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| CRM |
Case Management (1 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Matter Management | ||
| Matter Status Tracking |
Client Management (2 vs 3)
| Feature | Actionstep | Clio |
|---|---|---|
| Client Management | ||
| Client Portal | ||
| Contact Management | ||
| Intake Forms |
Client Onboarding (1 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Client Intake |
Collaboration (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Staff Portal |
Communication (2 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Client Communications | ||
| Email Integration | ||
| Email Management | ||
| Secure Client Messaging |
Compliance (2 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Compliance | ||
| Conflict Check | ||
| Time Entry Policies |
Compliance & Security (0 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Audit Trails | ||
| Conflict Checking |
Customization (0 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Custom Fields | ||
| White-Label Options |
Data Management (1 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Data Backup & Recovery | ||
| Data Management |
Document Automation (3 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Auto-populate Documents | ||
| Builder | ||
| Dynamic Logic and Conditional Fields |
Document Management (2 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| AI-Powered Document Generation | ||
| Document Management | ||
| Template Management |
Integration (2 vs 3)
| Feature | Actionstep | Clio |
|---|---|---|
| API Access | ||
| Calendar Sync | ||
| Microsoft Office Integration | ||
| Microsoft Word Integration | ||
| Webhooks |
Knowledge Management (1 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Knowledge Base | ||
| Knowledge Center |
Lead Generation (2 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Capture | ||
| Webforms |
Marketing (1 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Marketing and Business Development |
Mobile (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Mobile App |
Payments (2 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Payment Processing | ||
| Payments |
Productivity (2 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Automated Reminders | ||
| Bulk Actions | ||
| Calendaring | ||
| Mobile App |
Project Management (1 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Project Management |
Reporting (4 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Financial Reporting | ||
| Forecasting | ||
| LEDES Reporting | ||
| Profit & Loss Statements | ||
| Reporting |
Research Tools (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Legal Research Integration |
Search (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Advanced Search |
Security (1 vs 2)
| Feature | Actionstep | Clio |
|---|---|---|
| Role-Based Permissions | ||
| Security | ||
| Two-Factor Authentication |
Task Management (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Task & Calendar Management |
Templates (0 vs 1)
| Feature | Actionstep | Clio |
|---|---|---|
| Matter Templates |
Time & Billing (0 vs 4)
| Feature | Actionstep | Clio |
|---|---|---|
| Billing & Invoicing | ||
| Expense Tracking | ||
| Time Tracking | ||
| Trust Accounting |
Time Tracking (4 vs 0)
| Feature | Actionstep | Clio |
|---|---|---|
| Time Capture | ||
| Time Sheets | ||
| Time Suggestions | ||
| Time Tracking |
Unique Features
Only in Actionstep (43)
Accounting
Accounts Payable & Receivable
Banking Transactions & Reconciliation
Budgeting
Cashflow Management
Expense and Disbursement Management
Revenue Recognition
Trust Accounting / Client Accounting
Document Automation
Workflow Automation
Workflows and Process Management
Billing
Comprehensive Billing
Invoice Management
Client Management
Client Intake
Client Communications
Email Management
Compliance
Conflict Check
+ 23 more unique features
Only in Clio (36)
Multi-Language Support
Predictive Billing
Reporting & Analytics
Automated Billing Workflows
Expense Categories
Invoice Customization
Retainer Management
Matter Status Tracking
Contact Management
Intake Forms
Staff Portal
Email Integration
Secure Client Messaging
Time Entry Policies
Audit Trails
Conflict Checking
Custom Fields
White-Label Options
Data Backup & Recovery
AI-Powered Document Generation
+ 16 more unique features
Want to build your own alternative to Actionstep or Clio?
Analyze it with Reap