Actionstep

RATING:

4.2

(131)

About Actionstep

With Actionstep, midsize law firms get total control over their future success. Actionstep's comprehensive legal business management platform is built to adapt to a firm’s unique strengths and goals, empowering firms to modernize and build a firm advantage in the legal marketplace. Actionstep's connected features like client intake, matter management, document management, time tracking, billing, accounting, and business reporting, equips over 38,000 users globally to delight clients, work more profitably, and confidently embrace the future. Build your firm advantage with Actionstep. Visit www.actionstep.com to learn more.

Actionstep Pricing

Actionstep is offered across three pricing plans, outlined below. Express: $49 per user/per month billed annually Practice Pro: $89 per user/per month billed annually Practice Pro+ Accounting: $99 per user/per month billed annually

Starting price: 

$89.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Actionstep conveyancing
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Actionstep Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Actionstep

1 - 5 of 130 Reviews

User Profile

Natalie

Verified reviewer

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2017

Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients

We are able to increase efficiency & deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork.

PROS

Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions.

CONS

Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time.

Dan

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed August 2020

Workflows Good! But Search, Integration with other software, and Document Generation need work.

We are happy with the workflows. We like that we are able to access our client data from anywhere with internet. We are disappointed in our ability to utilize all the data we have stored because of the terrible document and data search functions, limited document generation abilities and difficulty importing or exporting data to other software we use for drafting and client contact.

PROS

Workflows, workflows, workflows. They help us keep our law office on track and help us keep deadlines and make sure we do not miss a step in complicated transactions. We like that Actionstep seems to be trying to improve the product.

CONS

Search is terrible! Searching for documents is useless. Searching for contacts by employer/place of work is impossible. These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search capabilities. Also, the fact that you can only see so many results on a page is maddening. Imagine that you want to search your contacts and get a list of contacts that live in a certain city. You want to select them all and send an email or something. NOPE! Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the results are not sortable; they come in random order. Also, there is no way to select them all and take any action like sednding them all an email within the program. Copy and paste of contact info is also impossible. I have many opportunities during a week to send one person the contact info for another person. Actionstep has no way for me to easily do this. There is no button to click, function to use or work-around for selecting a contact and getting that contact's info onto the clipboard for pasting into a document or email. You can bring up the contact and drag your mouse over various places on the contact form to copy the address, then do it again for the name, then do it again for the email address, then do it again for the phone number, then do it again for the fax number. But be careful not to *click on the(I ran out of space on this form)

Reason for choosing Actionstep

Workflows

Reasons for switching to Actionstep

Needed an online solution (as opposed to a local server-based solution)

Vendor Response

Hi Dan, Thank you for your feedback - great to hear that workflows are empowering your firm. I have passed on your feedback to our product team who will reach out directly if they need more detail. Should you have any other specific requests or suggestions, please do not hesitate to email support@actionstep.com so our product team can assess them in light of upcoming development. Thanks Matt

Replied June 2022

Damien

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed September 2019

Catastrophic customer service and lack of common sense - too bad, it's a promising software

Given these problems, we are preparing our exit. It is an economic disaster for us (losses in implementation and losses on invoicing).

PROS

Powerful and easily editable workflow engine. Really. Mass billing features. Customizable fields. Extremely powerful templating.

CONS

Bugs in invoicing and accounting made me lose a lot of money. Despite corrections, some invoices do not appear at the customer level and we work in files with open balances. It's very stressful, too. Money flows are case centred, not customer centred. This is highly problematic (retainers go on a case and not on the client, so you have to open X tabs for X cases opened in this client to make sure you are not going to send an invoice to a client who has provisioned you...). User acceptance is difficult. It is complicated to require changes in workflows and field fills (this is not the responsibility of Actionstep, but don't think it will run by itself. You will need to coach your employees). Customer service is catastrophic. I screamed for help when the system started to double-deduct (!) the retainers. It took 4 months to get a solution. In the meantime, I have continued to lose a lot of money. I have doubts about their financial strength, since six months after I started using the software, I received a notice of license increase. When I asked for some help to switch to a cheaper license, I was told that it would not be possible to keep my data (!!!!).

Reason for choosing Actionstep

Workflow features and templating.

Reasons for switching to Actionstep

We wanted rock-solid invoicing and accounting features.

Vendor Response

Hi Damien, Thank you for taking the time to provide your feedback, and I'm very sorry you haven't had a great experience. To address your feedback; we have expanded our support team and our support processes. We now have in-app chat direct to our team to help troubleshoot any issues that arise. Additionally - we have made numerous improvement to simplify our software. Thank you again for your response

Replied January 2020

Fiona

Law Practice, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2019

Actionstep Review December 2019

The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.

PROS

That its online. That its simple (mostly) to use. That parts of it are customisable. The support.

CONS

The trust administration functionality isn't the best. Infinity was much better!!!

Reason for choosing Actionstep

Because we already had one licence and some of the staff had already used Actionstep

Reasons for switching to Actionstep

We needed to purchase a new server to continue on Infinity - so it mainly came down to cost. Infinity are not quick to change/implement improvements to their product. Their support isn't that great either. We wanted to be cloud based and Infinity was not an ideal option for us to do this.

Vendor Response

Hi Fiona, Thank you for such a positive review, we are delighted you to hear it has helped increase your firms' productivity. Fantastic to hear you are customising Actionstep to fit your firm. If you if have any question please do not hesitate to email support@actionstep.com or use our in-app chat. Thanks

Replied January 2020

Kimberly

Legal Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Best switch our office could have made

Everyone has gone above and beyond to make sure our team is thoroughly trained, and assures they are always a phone call away if ever we have questions. That kind of support is hard to find.

PROS

The ease of integration between Actionstep and Office software has been very useful. The two programs work seamlessly with each other.

CONS

The only con is the lack of an integration between Actionstep and Adobe software.

Reasons for switching to Actionstep

Time Matters crashed on a daily basis for us, leaving us vulnerable to losing our work.

Vendor Response

Hi Kimberly Thank you for the positive comments. We are glad you are enjoying our Microsoft Office integration. In an upcoming release, we are expanding its features even further. If you have any questions please do not hesitate to contact our support team (support@actionstep.com) Thanks

Replied January 2020