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Actionstep vs CosmoLex

Side-by-side comparison of features, pricing, and integrations.

Quick Verdict

Actionstep offers fewer features (49 vs 76) and fewer integrations (3 vs 11). Both start at Contact Sales. Actionstep has 46 unique features while CosmoLex has 73 unique features, with 3 features in common.

ActionstepCosmoLex
CategoryLegal Practice ManagementLegal Practice Management
Total Features4976
AI-Powered Features60
Starting PriceContact SalesContact Sales
Pricing Tiers43
Integrations311
Shared Features3
Shared Integrations1
Data Quality80%95%

Feature Comparison by Category

Accounting (8 vs 5)

FeatureActionstepCosmoLex
Accounting
Accounts Payable & Receivable
Auto Trust Transfer and Trust Holds
Bank Data Feed
Banking Transactions & Reconciliation
Budgeting
Cashflow Management
Expense and Disbursement Management
Full Accounting
Revenue Recognition
Trust Accounting
Trust Accounting / Client Accounting
Trust Compliance and Reconciliation

Automation (3 vs 3)

FeatureActionstepCosmoLex
Custom Workflows
Document Automation
Legal Workflow Automation
Matter Workflows with Status Automation
Workflow Automation
Workflows and Process Management

Billing (3 vs 17)

FeatureActionstepCosmoLex
Automatic Payment Allocation
Billable Email Communications
Billing
Comprehensive Billing
CosmoLexPay
Credit and Debit Card Payments
Custom Invoicing
Invoice Management
LEDES Billing
Money Finder
Next-Day Funding
Online Bill Payment
Online Payments
Payment Links in Invoices
Payment Surcharging

CRM (1 vs 5)

FeatureActionstepCosmoLex
Automated CRM Workflows
CRM
CosmoLex CRM
Lead to Matter Conversion
Logic-based Intake Forms
Streamlined eSignature in CRM

Case Management (1 vs 0)

FeatureActionstepCosmoLex
Matter Management

Client Engagement (0 vs 4)

FeatureActionstepCosmoLex
Client Document Exchange
Client Intake Streamlining
Online Presence Building
Secure Client Portal

Client Management (2 vs 0)

FeatureActionstepCosmoLex
Client Management
Client Portal

Client Onboarding (1 vs 0)

FeatureActionstepCosmoLex
Client Intake

Communication (2 vs 3)

FeatureActionstepCosmoLex
Client Communications
Client Messaging
Email Management
SMS Message Support

Compliance (2 vs 3)

FeatureActionstepCosmoLex
Compliance
Compliance Management
Conflict Check
Law Society Compliance Docs

Data Management (1 vs 0)

FeatureActionstepCosmoLex
Data Management

Document Automation (3 vs 0)

FeatureActionstepCosmoLex
Auto-populate Documents
Builder
Dynamic Logic and Conditional Fields

Document Management (2 vs 5)

FeatureActionstepCosmoLex
Document Assembly
Document Management
Document Retrieval
Document Storage
Secure Document Management
Secure Document Sharing and eSignatures
Template Management

Firm Management (0 vs 2)

FeatureActionstepCosmoLex
Matter Budgets
Matter Tracking

Infrastructure (0 vs 2)

FeatureActionstepCosmoLex
100% Cloud-Based
Browser-Based Access

Integration (2 vs 1)

FeatureActionstepCosmoLex
Microsoft Office Integration
Microsoft Word Integration
QuickBooks Online Integration

Knowledge Management (1 vs 0)

FeatureActionstepCosmoLex
Knowledge Center

Lead Generation (2 vs 0)

FeatureActionstepCosmoLex
Capture
Webforms

Marketing (1 vs 1)

FeatureActionstepCosmoLex
Email and Text Drip Campaigns
Marketing and Business Development

Mobile (0 vs 2)

FeatureActionstepCosmoLex
Mobile Access
Mobile App

Organization (0 vs 4)

FeatureActionstepCosmoLex
Customized Data Views
Matter Custom Fields and Templates
Matter Status Board
Matter-Centric Organization

Payments (2 vs 0)

FeatureActionstepCosmoLex
Payment Processing
Payments

Productivity (2 vs 0)

FeatureActionstepCosmoLex
Calendaring
Mobile App

Project Management (1 vs 0)

FeatureActionstepCosmoLex
Project Management

Reporting (4 vs 3)

FeatureActionstepCosmoLex
Financial Reporting
Financial and Productivity Reporting
Forecasting
Profit & Loss Statements
Real-time Financial Reports
Reporting
Reporting and Analytics

Security (1 vs 3)

FeatureActionstepCosmoLex
Client Portal Privacy Controls
Email Viewing Permissions
Granular User Permissions
Security

Support (0 vs 5)

FeatureActionstepCosmoLex
Chat Support
Dedicated Account Manager
Email Support
Live Onboarding and Training
Phone Support

Task Management (0 vs 2)

FeatureActionstepCosmoLex
Calendar and Task Management
Dependent Task and Event Logic

Time Tracking (4 vs 0)

FeatureActionstepCosmoLex
Time Capture
Time Sheets
Time Suggestions
Time Tracking

Website (0 vs 6)

FeatureActionstepCosmoLex
Client Convenience Tools
CosmoLex Websites
Fast Website Setup
Practice-Specific Website Pages
SEO Optimization
Safe and Compliant Hosting

Unique Features

Only in Actionstep (46)

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
Matter Management
Client Management
Client Portal
Client Intake
Client Communications
Compliance

+ 26 more unique features

Only in CosmoLex (73)

Auto Trust Transfer and Trust Holds
Bank Data Feed
Full Accounting
Trust Accounting
Trust Compliance and Reconciliation
Custom Workflows
Legal Workflow Automation
Matter Workflows with Status Automation
Automatic Payment Allocation
Billable Email Communications
CosmoLexPay
Credit and Debit Card Payments
Custom Invoicing
eCheck Payments
LEDES Billing
Money Finder
Next-Day Funding
Online Bill Payment
Online Payments
Payment Links in Invoices

+ 53 more unique features

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