Actionstep Software


 

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 generate invoices for both fixed fee cases as well as time/appointment based cases. Actionstep is browser agnostic and can be accessed using a web-browser on Mac and PC desktops as well as mobile devices. The solution also supports integration with various external systems such as Google Mail, Microsoft Office, Xero, and HotDocs.

 

Actionstep - Home
 
  • Actionstep - Home
    Home
  • Actionstep - Workflow
    Workflow
  • Actionstep - Document assembly
    Document assembly
  • Actionstep - Billing
    Billing
  • Actionstep - Timesheet
    Timesheet
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

51 Reviews of Actionstep

 

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Software Advice Reviews (3)
More Reviews (48)

Showing 1-3 of 3

larry from Selene Finance
Specialty: Corporate
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2018

April 2018

user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the ability it has related to tracking of client base. It allows customized grouping of data and simplifies reporting. The best part is the integration with MS Word.

Cons

The checks for cost filter is not user friendly and has difficult learning curve. It is also a bit pricey, but other than that there are no real cons.

Review Source
 
 

Tom from Lux Nova Partners
Specialty: Corporate
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Actionstep Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Lots more to say - but let's see if ActionStep get their act together and finally listen to a complaint!

Pros

Infinite ability to tailor "workflows".

Cons

Not SRA compliant!!!!!

Review Source
 
 

Scott from Bilhartz Women's Health Center
Specialty: Estate Planning

August 2016

August 2016

Effective and Efficient Law Practice Management

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Likes Best

I now have an almost complete solution to practice management. Before, I had no system, no way of keeping things straight. But then I started to become too busy to keep track of things in my mind, and it started getting chaotic. That's where Actionstep has saved my practice from disorganization. I track all of my time and do all of my billing from Actionstep. I keep my entire database of contacts on Actionstep. Trust ledger accounting is great. Tasks, calendar reminders, document storage, file notes. It's all great. When a client calls, I quickly pull up their file and *bam*, there's everything. There are many other useful features that I know I just haven't even tapped into yet.

Likes Least

- There is a pretty steep learning curve, and the user guides aren't always that helpful. Sometimes I find myself spending 20 minutes trying to figure out a very simple thing, like how to reopen a matter that I accidentally closed.
- Before using Actionstep, I kept everything on Google Drive. Great, Actionstep integrates Google Drive. But not as well as I would like it to be integrated. I had to do a series of workarounds with Google Drive to get it *sort of* how I would like it to be. When you open a new matter, Actionstep creates a folder on Google Drive, but the folder is only the matter number. So if you're typing a document and want to use File > Save As > Google Drive, then good luck finding the folder. Instead every time I open a matter on Actionstep, I immediately find the folder it creates on Google Drive, then rename it to my matter name.
- I would like a place to track mileage for business expense reimbursement. You can add things like this to matter disbursements, but I don't see a way to do it practice-wide.
- I haven't gotten the Google email integration to work properly. Actionstep puts odd things in the subject lines of my outgoing email, so I stick to using Google's platform for that.
- Document upload sometimes hangs when you try to do more than a couple files at once, but I'm not really using it because I'm keeping everything on Google Drive.

Recommendations

If you're not very computer savvy, you will probably need some training on this. Also, I've chosen only to move my active matters over the Actionstep, and for me that's a manageable task because I'm very small. I imagine any normal practice would have to enlist them for data migration because it is quite tedious.

 
 
 
Showing 1-20 of 48


December 2018

December 2018

Very practical, very user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

The interface is very user friendly and easy to navigate throughout the program. The workflows are very customizable and you can really tailor everything the way you would like it.

Cons

For a small law firm, the customization process can be a pretty big undertaking for one person. If you don't have someone completely devoted to the customizing process, it can take a lot of time and effort. Actionstep does have a very helpful customer service team that is always willing to help.

Review Source: Capterra
 


November 2018

November 2018

ActionStep - Great Product for a New Cloudy World

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Excellent. Has made us a very efficient and effective firm, and that was important for a start-up.

Pros

Ability to generate documentation. Could-based (no servers needed). Document management. Trust accounting works very well.

Cons

Interface with Xero is a bit clunky. A bit complex when trying to set up new Action Types.

Review Source: Capterra
 

Julie from Dugan & Giroux
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

User Friendly!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I love how easy it was to learn. It's been very easy to teach to interns as well. They have no problem navigating after using for a day or two.

Cons

I don't personally have any negatives about the software.

Review Source: Capterra
 

Mary from Williams Process Service
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Legal Support Services

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are not a law firm but a legal support services company. It has been very helpful in providing our clients with the support they need.

Pros

Ease of use and ability to search entire site.

Cons

It meets our needs, so I really don't have any complaints.

Review Source: Capterra
 


October 2018

October 2018

Great if you have time to customize

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ease of keeping track of the lifecycle of our matters makes this well worth it. I spent hours following the tutorials on how to customize it to tailor it to my specific practice. But I think they purposely make them a little vague so you'll have to resort to hiring a consultant to tailor the program. Overall it's totally worth it, but I wish it was more user friendly to customize myself.

Pros

This software is an elegant solution for volume practices that categorizes matters in useful and dynamic ways, and is interactive so you can keep track of the progress of each individual matter.

Cons

It's expensive to customize because you have to pay for a consultant to work with you on it.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: October 2018

October 2018

 

Thanks for your review, and I'm happy to hear your likelihood to recommend Actionstep is 8/10.

I did want to clarify that we definitely don't try to make our tutorials vague. Our customers vary from IT Managers within larger firms, to solos, so it's a fine balance between making our guides too technical, and making them user friendly for all our customers.

 

Evgeny from Genuine Legal
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Great legal practice management software

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

We have been looking for something like Actionstep for decades! Great app. Works from a browser and integrates with GSuite, ASANA etc. Great search and easy to use.

Cons

Maybe a bit better and modern interface.

Review Source: Capterra
 

Katherine L. from Taylor Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Great product . . . gets better all the time.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been able to get our bills out more quickly. Information is so much easier to find in Action Step than in the program we used before. The search function is powerful.

Pros

The program is very configurable. What that means is that there is a higher learning curve than other cloud based programs, but I am willing to spend the time to learn if the product provides what I need. I searched specifically for a program that would allow me to handle my front office (client and case management) and back office (financial accounting) needs, and this does the job. The Enhanced Billing Module was vast improvement over the previous billing capability. The user interface is clean and the response rate is rapid. My bookkeeper loves it.

Cons

The reports list needs to be more user friendly, and there needs to be more standard accounting reports available. The CRM features are not very well suited to my practice. The creation of a "workflow" is very complicated.

Review Source: Capterra
 

Joe from Breshears Law Firm

February 2018

February 2018

Actionstep is a powerful practice management solution, but that power comes with its own challenges.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Actionstep is nearly infinitely customizable, and its orientation around workflows offers great promise for automating certain routine tasks. The user interface is logical, and each screen is packed with the information you would expect to see. The layout minimizes unnecessary keystrokes and scrolling to find the most important information related to a case or a contact. Document automation works very well. Likewise, time keeping is straightforward and easy. Recent upgrades have improved the billing process significantly.

Cons

Power comes at a price, in this case in the form of time. Actionstep is not an application for the faint of heart or those unwilling to devote significant time to onboarding and setup. Many users may find a consultant necessary to complete that process.

Review Source: Capterra
 


February 2018

February 2018

The Jury is still out ...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

As far as document management goes, it’s very good.
Cloud based, with a dynamic interface, it offers a refreshing change from LEAP desktop.

Cons

Accounts stinks.
Enhanced Billing Mode. What’s so enhanced about it?
The level of support from AS is generally poor.
Always seeking to fob you off to expensive third party service providers.
Get your act together AS and listen to the pleas of support from your users.

Review Source: GetApp
 


January 2018

January 2018

Actionstep empowers me. It gives me the capacity to do great things in developing my law practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been able to develop an online legal services business, all aspects of which are handled by Actionstep, including an online form to collect client information and instructions, document assembly, email assembly, an online portal for the secure delivery and acceptance of electronic documents, and even integration with other online services. It really is the complete package.

Pros

Flexibility. Whole most legal software packages bundle up what the provider thinks most law firms will want, Actionstep makes it possible for the lawyer to create precisely what the lawyer needs for their particular area of law and style of practice.

Cons

While flexibility makes this package extremely powerful, it does require decisions to be made, ideas to be developed and processes to be created. This can be hard work at times, which can become a burden in the early stages of setting up.

Review Source: Capterra
 

Natalie from Counter Tax Lawyers
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Tony from AW2 Arkkitehdit Oy
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

The best all in one workflow management system around

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This software has allowed me to simplify management of my business, keeping all of the information I need to operate in a single location. When I was employing staff it recorded all of their time against the relevant projects, reported taxes due, kept all client details, kept a record of all projects I had undertaken, allowed me to look back on projects to aid in costing of prospective projects.

Pros

That you are able to operate your whole business on the one platform. Everything from the initial client contact through to completion of services, incorporating a single place to track all project related emails, time tracking for employees, easy billing process, tracking of invoices, creditors, production of financial reports, outstanding billing reports and numerous other customisable options.

Cons

The only downside I can think are that it is a little expensive (but then I am only a sole trader now not working full time, so if I was working this business full time then I would probably feel differently on this factor)
It is generally easy to use, but maybe not as intuitive as programmes like Xero or MYOB, but that said I feel this system does a hell of a lot more than they do.

Review Source: Capterra
 

Lisa from Derr & Villarreal LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Actionstep has been a fantastic software tool for our business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We've benefited from more sophisticated CRM as well as automating tasks associated with each step in a workflow. The entire team knows exactly what's going on in any case with the click of a mouse.

Pros

Love how everything relating to a client emails, documents, notes, calendar is all in one place. Plus reasonable cost even for small firm. We like integration with gmail.

Cons

We're waiting for integration of accounting software which is the last piece of the puzzle. Wish we could have faster upload/download times for documents. But that could be a function of cap of internet speed in a rural area.

Review Source: Capterra
 

Jinny from County Government

August 2017

August 2017

This product does everything that we were hoping for!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I think I trialed almost all of the major case management software companies out there and this company blew all of the others out of the water for me. The product is reliable and does exactly what we need. Before we purchased this product I had to do most of my work manually and things would slip through the cracks. This product has resolved that issue. I also love the document generation feature and how deeply the product integrates with Microsoft Office Suite. Not having to type each document from scratch saves so much time!

I personally enjoy how highly customizable the product is. I'm constantly pleasantly surprised to find new features it has that make my life easier. Some may complain that you need a third party firm to get you off of the ground and running, but I set up the entire system for my team by just reading their User Guide and talking to customer support.

The price was another selling point for us. We're a local county government agency operating on a small budget so this price tag works well within what we could afford. The customer support is phenomenal. They try very hard to make their customers (or potential customers) very happy. Having our cases in a secure cloud means that we can work from anywhere which has greatly improved the way that we work.

I would definitely recommend this product to anyone who is looking to get away from paper files and who wants to learn how technology can make your life easier and more organized.

Review Source: Capterra
 

Catherine from Blackburn Law Firm, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

This software is extremely difficult to use. It pretty much requires programmers to manage.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

None. It turned out to be too hard to use. When I wanted to move to a different software, I could not export any emails.

Pros

Nothing - I found it was more trouble than benefit. The software claims to manage emails, and it will manage them as long as you stay with that software. If you want to change to another software, you cannot retrieve your emails.

Cons

The description of using "work flows" sounds like a very good and useful idea. It is not. The company wants users to hire a "partner" company to set up the software or purchase pre-programmed workflows from third party vendors. "Partner" companies are extremely expensive, if they return your call at all. You pretty much have to hire a third party company to program the software just to use it. As far as I can tell, the workflows are so detailed that you will spend every minute typing data into the software system instead of doing legal work. When I got rid of the software, none of the thousands of emails flagged into the system could be exported into another system. It was very difficult to transition away from the program.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Hi Catherine. Thank you for taking the time to provide your feedback, and I¿m very sorry you haven¿t had a great experience.

In response to your points you raised:

Actionstep allows you to export all of your data at any time, including e-mails. You can read more about this on our user guide. Data is exported in a standard format, but unfortunately it is beyond our control as to whether or not this information can be imported into another system.

Actionstep is a highly customizable system and we do understand that this means it can take quite a bit of time to get up and running. However, the time you spend up-front tailoring the workflow to your needs will pay back over and over again in the efficiencies you will gain. We do understand that not everyone has the time to learn a new system and that is why we have a network of trained consultants that can assist.

We will be in touch to discuss this further and see what we can do to help. Thanks again for the feedback.

 

Shelby from Eight & Sand
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

made our transition smooth and was a pleasure to work with!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Customizable to our specific needs, dashboard is aesthetically pleasing; features are on-point. Still learning all the nuances.

Cons

Set up without consultants was a bit tricky and tedious, export/import was not as hard as the sales team led us to believe.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Thank you for the feedback Shelby!

 

Joey from Judy Morris and Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Efficient product. Friendly support staff.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Actionstep has streamlined our processes. The user friendly software, makes it easy for all that use it, from entering data, document storage, with the microsoft office plug in. Simplifying the accounting process. Customization of information to be displayed in the matter home screen, viewing all relevant data at a glance. Numerous relevant matter/trust/accounting report. Frequent webinars on a variety of topics and user guide with videos that help in staff training.

Cons

Currently no cons with using the software. So far the software has not only saved time with the company, but has also streamlined our processes.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Thanks for taking the time to review us Joey!

 

Deirdre from JW Solicitors
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Very happy with the system, easy to use and very intuitive and good support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Saved money and improved efficiency and file management

Pros

Can see progress at a glance. Homepage displays work done and alerts. The accounts package is comprehensive. The system is very good value for money and you are not locked into an annual contract.

Cons

There are no cons that I can comment on so far. Apart from setting up standard letters and templates which take some time to master and do not have the time to learn at the moment.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Thank you Deirdre

 

Donna from Florida Professional Law Group, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Actionstep is the friendliest accounting software I have used in 23 years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love the fact that since 2013 the developers are always improving the software to make it more user friendly.

Pros

The reverse process of the checks.

Cons

I don't like that the checks for costs filter to the settlement step.

Advice to Others

We should not have to delete a withdrawal if you void a check.

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Thank you for the feedback Donna!

 

vinh from Legal Care Australia

April 2017

April 2017

Love Actionstep. Best software and far more superior than Leap

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Thanks Actionstep for a great program and great support service. In particular, our of Actionstep always professional, courtesy and friendly. Great job!!

Pros

flexibility, customised fields, easy to use

Cons

have more workflow matter type available so that starting up does not take too much time setting up system

Review Source: Capterra

  Response: Actionstep Software, Actionstep New Zealand Ltd.

Date: July 2017

July 2017

 

Thanks for great feedback Vinh !

 
 
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