Actionstep
actionstep.comBuild Difficulty: 5/5
Build a working replacement in a weekend with AI tools
Law Firm Management Software - Build Your Firm Advantage
How to Replace ActionstepOverview
Features
49 features across 22 categories
Accounting(8)
Multi-currency general ledger, banking, and financial reporting for all your law firm's accounting needs
Manage accounts payable and accounts receivable for comprehensive accounting
Manage banking transactions and reconciliation for accounting purposes
Create and manage firm budgets
Manage and forecast firm cashflow
Manage firm expenses and client disbursements
Properly recognize revenue in accordance with accounting standards
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software
Automation(3)
Generate personalized, ready-to-send documents and emails in seconds with powerful document automation features
Automate every step of a firm's processes, from client intake to case resolution
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential
Billing(3)
Simplify billing with legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards
Full billing capabilities including invoicing and billable hour tracking
Streamline your law firm's billing processes by enabling your team to send invoices while ensuring accuracy and compliance
CRM(1)
CRM for law firms that streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized
Case Management(1)
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more
Client Management(2)
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience
Client portal software designed for lawyers to securely communicate matter updates, bill clients, and share information with legal clients
Client Onboarding(1)
Legal intake software to engage new clients and automatically capture important details
Communication(2)
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time
Automate and streamline how you send and store email communications at your law firm
Compliance(2)
Comprehensive compliance solutions designed to help your firm meet all financial and legal obligations
Help avoid conflicts of interest with the click of a button
Data Management(1)
Centralize and organize client data and important matter information in a secure data management system
Document Automation(3)
Automatically populate documents with real-time matter data
Create accurate legal documents fast by automating the creation of documents directly from matter data, reducing errors and reclaiming hours of manual work
Use dynamic logic and conditional fields in documents for advanced automation
Document Management(2)
Securely and efficiently access, edit, and store law firm legal documents in one place
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately
Integration(2)
Matter management features that integrate with Microsoft Office 365 to keep productivity high
Integration with Microsoft Word for document creation
Knowledge Management(1)
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access
Lead Generation(2)
Collect and map client data to matters automatically, speeding up client intake and the progress of cases with stylized forms and webforms
Capture important information from new business and existing clients directly from your website using customizable legal webforms
Marketing(1)
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm's client base
Payments(2)
Securely and seamlessly handle client transactions with law firm payment processing features
Process payments securely within the platform
Productivity(2)
Integrated calendar that keeps lawyers up to date on key dates, appointments, hearings and more with in-depth reporting
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android
Project Management(1)
Streamline task management, deadline tracking, and document organization with one platform
Reporting(4)
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting
Forecast future financial performance
Generate profit and loss statements for financial reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more
Security(1)
Backed by Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on for secure, fast, and reliable law firm management
Time Tracking(4)
Capture time entries for billing and accounting purposes
Manage and review time sheets for accurate billing
AI-powered time suggestions for billable work
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work
Pricing
Practice Management
- ✓Matter & Case Management
- ✓Client Intake & Form Management
- ✓Document Management, Assembly, & Storage
- ✓Client Relationship Management
- ✓Client Portal
- ✓Custom Business Reporting
- ✓Marketing & Business Development
- ✓Client Communication
- ✓Advanced Calendaring
- ✓Task and Process Management
- ✓Data Management
- ✓Workflow Automation
- ✓Core Accounting Tools
- ✓Financial Reporting
- ✓Microsoft Office Connection
- ✓Access to Powerful Integrations
- ✓Enterprise-Level Security
- ✓Access to Support Team & Resources
- ✓Time Capture
- ✓Time Suggestions
- ✓Time Sheets
- ✓Comprehensive Billing
- ✓Trust Accounting
- ✓Client Accounting
- ✓Compliance Standards
Legal Accounting
- ✓Multi-Currency General Ledger
- ✓Banking Transactions & Reconciliation
- ✓Profit & Loss Statements
- ✓Expense and Disbursement Management
- ✓Accounts Payable & Receivable
- ✓Financial Reporting
- ✓Cashflow Management
- ✓Budgeting
- ✓Forecasting
- ✓Revenue Recognition
- ✓Payments
Builder
- ✓Easy-to-use template builder for letters, forms, and contracts
- ✓Auto-populate documents with real-time matter data
- ✓Dynamic logic and conditional fields
- ✓Integration with Microsoft Word
Capture
- ✓Create stylized forms with customized fields
- ✓Embed webforms in your firm's website without code or a web designer
- ✓Collect multiple documents and contacts in just one form
- ✓Customize the branding of your forms with your firm's logo, colors, and style elements
- ✓See all forms across your firm and their status in a single view dashboard
Cost Calculator
Pricing data not available for Actionstep. Check their website for current pricing.
Build vs Buy
Should you build a Actionstep alternative or buy the subscription? Estimate based on 49 features.
Buy Actionstep
Better ValueBuild Your Own
Buying Actionstep saves ~$36,960 over 3 years vs building.
Estimates based on 49 features and a BuildScore of 5/5. Actual costs vary.
Integrations
3 known integrations