Actionstep vs Rocket Matter
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Actionstep offers the same number of features (49 vs 49) and fewer integrations (3 vs 29). Starting price: Actionstep at Contact Sales vs Rocket Matter at $99/mo. Actionstep has 43 unique features while Rocket Matter has 43 unique features, with 6 features in common.
| Actionstep | Rocket Matter | |
|---|---|---|
| Category | Legal Practice Management | Legal Practice Management |
| Total Features | 49 | 49 |
| AI-Powered Features | 6 | 2 |
| Starting Price | Contact Sales | $99/mo |
| Pricing Tiers | 4 | 4 |
| Integrations | 3 | 29 |
| Shared Features | 6 | |
| Shared Integrations | 0 | |
| Data Quality | 80% | 74% |
Feature Comparison by Category
Accounting (8 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Accounting | ||
| Accounts Payable & Receivable | ||
| Banking Transactions & Reconciliation | ||
| Budgeting | ||
| Cashflow Management | ||
| Expense and Disbursement Management | ||
| Revenue Recognition | ||
| Trust Accounting | ||
| Trust Accounting / Client Accounting |
Analytics (0 vs 3)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Flat Fee Budgeting | ||
| Matter Profitability | ||
| Reporting & Analytics |
Automation (3 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Document Automation | ||
| Workflow Automation | ||
| Workflows and Process Management |
Billing (3 vs 12)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Batch Invoicing | ||
| Billable Time Rules | ||
| Billing | ||
| Billing Status Tracking | ||
| Comprehensive Billing | ||
| Expense Tracking | ||
| Fixed Fee Billing | ||
| Hourly Rate Management | ||
| Invoice Customization | ||
| Invoice Management | ||
| Invoicing | ||
| Payment Processing | ||
| Retainer Management | ||
| Time Tracking | ||
| Write-Down Tracking |
CRM (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| CRM |
Case Management (1 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Case Management | ||
| Matter Management |
Client Communication (0 vs 3)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Client Communication Hub | ||
| Client Portal | ||
| Client Portal Customization |
Client Management (2 vs 2)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Client Billing Groups | ||
| Client Management | ||
| Client Portal | ||
| Contact Management |
Client Onboarding (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Client Intake |
Communication (2 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Client Communications | ||
| Email Management |
Compliance (2 vs 3)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Compliance | ||
| Conflict Check | ||
| Conflict of Interest Checking | ||
| GDPR Compliance | ||
| Multi-Jurisdiction Support |
Customization (0 vs 2)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Custom Fields | ||
| White Label Options |
Data Management (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Data Management |
Document Automation (3 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Auto-populate Documents | ||
| Builder | ||
| Dynamic Logic and Conditional Fields |
Document Management (2 vs 2)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Document Assembly | ||
| Document Management | ||
| Template Management |
Documentation (0 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Knowledge Base |
Integration (2 vs 3)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| API Access | ||
| Accounting Export | ||
| Email Integration | ||
| Microsoft Office Integration | ||
| Microsoft Word Integration |
Knowledge Management (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Knowledge Center |
Lead Generation (2 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Capture | ||
| Webforms |
Marketing (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Marketing and Business Development |
Mobile (0 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Mobile App |
Notifications (0 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| SMS Notifications |
Payments (2 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Payment Processing | ||
| Payments |
Productivity (2 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Calendaring | ||
| Mobile App |
Project Management (1 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Project Management |
Reporting (4 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Financial Reporting | ||
| Forecasting | ||
| Profit & Loss Statements | ||
| Reporting |
Security (1 vs 6)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| 2FA Authentication | ||
| Audit Trail | ||
| Backup & Recovery | ||
| Data Encryption | ||
| Security | ||
| Single Sign-On | ||
| User Permissions |
Team Management (0 vs 1)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Staff Directory |
Time Tracking (4 vs 0)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Time Capture | ||
| Time Sheets | ||
| Time Suggestions | ||
| Time Tracking |
Workflow (0 vs 7)
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Advanced Search | ||
| Bulk Actions | ||
| Calendar & Deadline Tracking | ||
| Matter Status Workflow | ||
| Matter Templates | ||
| Task Management | ||
| Workflow Automation |
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
Workflows and Process Management
Billing
Comprehensive Billing
Invoice Management
Matter Management
Client Management
Client Intake
Client Communications
Email Management
Compliance
Conflict Check
+ 23 more unique features
Only in Rocket Matter (43)
Trust Accounting
Flat Fee Budgeting
Matter Profitability
Reporting & Analytics
Batch Invoicing
Billable Time Rules
Billing Status Tracking
Expense Tracking
Fixed Fee Billing
Hourly Rate Management
Invoice Customization
Invoicing
Retainer Management
Write-Down Tracking
Case Management
Client Communication Hub
Client Portal Customization
Client Billing Groups
Contact Management
Conflict of Interest Checking
+ 23 more unique features
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