About Actionstep

Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate their workflow.

Key functionalities include customer relationship management that helps to keep track of new as well as existing clients. A client-facing portal allows customers to log in to an online portal from where they can view their case related information, make payments, track deadlines and more. Users can also add customized file notes, schedule appointments, set tasks, generate documents and send emails from their dedicated portals.

Actionstep also allows users to manage their accounting functions. Users can g...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

108 Reviews of Actionstep

Average User Ratings

Overall

4.36 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(58)

58

4 stars

(38)

38

3 stars

(7)

7

2 stars

(2)

2

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 108 results

July 2020

Daniel Danny from Rod Legal Advisory

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Stick with it - it's amazing

Overall, it has been fantastic. [SENSITIVE CONTENT HIDDEN] was incredibly helpful, easy going, and keen to answer my questions. [SENSITIVE CONTENT HIDDEN] also incredibly knowledgeable and honest in his suggestions, I think he was one of the main reasons I decided to proceed with Actionstep - and I am very happy with that decision.

Pros

The features and functionality built in to Actionstep are amazing. This is a company that actually understands legal practice and legal software. I am impressed that Actionstep offer features that should be standard in every legal software, but aren't always included.

Cons

It does take some time to get used to it and to actually make it work for you. The key is to actually spend time using it and customising it to your needs. This isn't a plug and play solution out of the box, and firms will need to take time to make sure that they have configured it to meet their needs.

Response from Actionstep Software

Replied July 2020

Thank you Daniel. Fantastic to hear you are making the most of the functionality built into actionstep - we pride ourselves on being an All-In-One solution. If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat.

August 2020

Dan from Krause Donovan Estate Law Partners, LLC

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

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)

Reasons for Choosing Actionstep

Workflows

September 2019

Damien from Damien Hottelier law firm

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

1.0

Functionality

3.0

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 (!!!!).

Reasons for Choosing Actionstep

Workflow features and templating.

Response from Actionstep Software

Replied January 2020

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

August 2020

Gary from Schreiner Law Group, PC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Small NY Metro Area Law Firm, T&E

We find it perfectly fits our needs.

Pros

Comprehensive features, simple interface

Cons

Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants.

Reasons for Choosing Actionstep

Simpler interface, excellent and robust handling of Invoices.

Response from Actionstep Software

Replied August 2020

Hi Gary, Thank you for such a positive review. In regards to your comment on making use of templates & advanced features - we are making these more accessible to all users by producing more guides, videos, webinars & product tours. These are all free to access & will be kept up to date as we release & improve features. Should your firm need a more hands-on solution, we have expanded our Customer Success team who can help guide you to the right guides or put you in touch with a partner who can assist. If you need any help or have any questions, please do not hesitate to contact our team at support@actionstep.com Thanks again.

February 2020

Ozzy from HupyandAbraham, s.c.

Company Size: 51-200 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Actionstep Workflows

We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made.

Pros

Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily.

Cons

The home screen dashboard can use some design updates with relevant information.

Reasons for Choosing Actionstep

The customizable workflows and document merge technology.

Response from Actionstep Software

Replied July 2020

Thank you Ozzy, great to hear you found the transition from Time Matters very positive. We love to hear users making the most of our customizable workflow as well. If you have any questions - please don't hesitate to contact our support team on support@actionstep.com or in our in-app chat.