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Actionstep vs CaseFleet

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Our analysts compared Actionstep vs CaseFleet based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Actionstep Software Tool
CaseFleet Software Tool
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Product Basics

Analyst Rating

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Detailed Analysis

User Sentiment

Great User Sentiment (242 Reviews)

Analyst Rating

47 Detailed Analysis

User Sentiment

Excellent User Sentiment (41 Reviews)
Actionstep is an end-to-end cloud-based platform designed for legal practices to manage and execute daily operations. It is scalable and easy to use with drag-and-drop functionality. Users can automate administrative practice workflows with extensive control over each step of the process. They can also build templates to automatically populate legal documents with required data. It provides seamless client onboarding and management with client conflict verification and record management modules. It can also automate matter management with custom structures and data filters, and streamline billing, accounting and time tracking.

Businesses can utilize its assortment of integrations and native iOS and Android apps to manage day-to-day operations on-the-fly. It leverages AWS to provide end-to-end data encryption, permission-based access and automated data backups. Measure performance in different practice areas with its robust reporting.
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CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.

Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
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$60 Monthly
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$30/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Email
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Scale With a Customizable Platform: Personalize the system according to needs using built-in customization tools. 
  • Access Remotely From Any Device: The platform is 100% cloud-based and accessible via web browsers. 
  • Parse Documents With Ease: Features a range of purpose-built tools for document management, including search, merge fields and assembly. Add custom scripts to fields to run calculations for different values. 
  • Custom Workflows For Every Task: Streamline various operational tasks by creating new workflows and customizing existing ones. 
  • Reporting For Every Purpose: Access fully fleshed out, customizable reports for financial, accounting and operational processes, including general ledger. 
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  • Enhanced Organization: CaseFleet allows legal professionals to organize case details, documents, and timelines in a centralized location, reducing the risk of misplaced information.
  • Improved Collaboration: The platform facilitates seamless collaboration among team members by providing shared access to case files and real-time updates.
  • Time Efficiency: Automated task management and deadline tracking help legal teams stay on top of their workload, minimizing the time spent on administrative tasks.
  • Accurate Case Analysis: CaseFleet's fact and issue management tools enable precise tracking of case details, ensuring thorough and accurate case analysis.
  • Enhanced Client Communication: By keeping all case information organized and accessible, legal professionals can provide clients with timely and accurate updates.
  • Risk Mitigation: The software's comprehensive documentation and tracking features help identify potential risks and ensure compliance with legal standards.
  • Cost Savings: By streamlining case management processes, CaseFleet reduces the need for manual labor, leading to significant cost savings for legal firms.
  • Data Security: CaseFleet employs robust security measures to protect sensitive legal information, ensuring client confidentiality and data integrity.
  • Customizable Workflows: The platform allows users to tailor workflows to their specific needs, enhancing efficiency and adaptability in case management.
  • Insightful Reporting: CaseFleet provides detailed reports and analytics, offering valuable insights into case progress and performance metrics.
  • Seamless Integration: The software integrates with other legal tools and platforms, creating a cohesive ecosystem for managing all aspects of legal work.
  • Enhanced Accountability: By tracking tasks and deadlines, CaseFleet ensures that team members are accountable for their responsibilities, leading to improved performance.
  • Scalability: The platform is designed to grow with your practice, accommodating increasing case loads and expanding team sizes without compromising efficiency.
  • Client Satisfaction: Efficient case management and timely communication contribute to higher client satisfaction and retention rates.
  • Streamlined Discovery Process: CaseFleet's document management features simplify the discovery process, making it easier to locate and review relevant documents.
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  • Workflow Management: Automate client management, administrative processes and matter progression with configurable workflow patterns addressing individual firm requirements. Collate firm data from reporting modules and assign tasks based on recommended workflow patterns. 
  • Accounting: Manage billables, payments, bank reconciliations, accounts and financial reporting with the UTBMS (LEDES) supported accounting portal. Automatically log client transactions and compute sales tax, GST, VAT and interest for late payments. 
    • Client Accounting: Create and operate 100% cloud-based trust accounts with regular reporting, audit trails and complete trust position visibility. Run reports on account reconciliations, ledgers, journals, matter balances and more. 
  • Conflict Check: Protect the firm from conflicts of interest by checking the client database against custom data sources like emails, matters, contacts and more. 
    • Smart Search: Group search results on the basis of configurable datasets for faster and smarter search results. Study results in greater depth with different contexts. 
    • Permissions: Limit search results depending on an account’s clearance level to protect sensitive firm information. 
    • Import Results: Export search parameters and results to PDF documents and Excel spreadsheets including date and time stamps. Connect search results with associated matters and contacts. 
  • Client Portal: Provide clients with a single, secure platform for carrying out correspondence in real time. Encrypts all communications, documents and matters exchanged between clients and counsels. 
    • Permissions: Authorize which external parties can access the client portal. Maintain confidentiality and limit client activity with account-based permissions for reading, uploading and editing documentation. 
    • Notifications: Get email and in-platform notifications for all document-related changes in the portal. 
  • Data Security: Secure firm data and communication against leaks and vulnerabilities with HTTPS encryption provided by AWS. Solve data residency requirements by storing firm data in one of four AWS data centers in the United States, Australia, Singapore or Europe. 
    • Data Backup: Automatically backup the firm database to protect against catastrophic failures. Export firm data and files securely at any time. 
  • Webforms: Optimize the client intake process with customizable, client-facing intake webforms. Use the form builder extension to configure it in accordance with firm requirements and website aesthetics. 
    • Instant Alerts: Never miss a webform submission from prospective clients with instantaneous email alerts and in-platform notifications. 
    • Secure New Clients: Measure firm response rates to prospective client inquiries in order to improve future performance. The response timer keeps measuring time until the webform is processed or removed. 
    • Data Entry and Reporting: Circumvent manual data entry by automatically converting webforms to relevant matters. Periodically export webform data for reports on the total number of inquiries received and the average firm response rate. 
  • Time Tracking: Track billable time from any device with an internet connection. Attach relevant notes to time tracked and use multiple timers to track simultaneous activities. 
    • Intuitive Recording: Fill out time entries with intuitive defaults based on immediate prior activity. Edit additional details as necessary such as associated legal matter, hours worked, billing rates and more. 
    • Intelligent Time Sheets: Keep track of employee time records and disbursements. The “Smart Suggestions” tool recommends matters and activities to fill the daily progress bar. 
    • Activity Codes: Automatically log common activities like client meetings and document creation with preset activity codes. 
  • Matter Management: Configure individual matters with independent folders including related contacts, notes, documentation, email and calendar events, time records and billing information, trust accounting, audit trails and optimized workflow pattern. 
    • Workflow Automation: Streamline firm processes with matter-specific workflow automation. Automatically perform default tasks like email outreach, data entry and task assignments. 
    • Status Reports: Get detailed reports on the status of legal matters. Customize the reports to reveal specific datasets and export the results as Excel spreadsheets or weekly/daily email reports. 
  • Document Management: Create and edit legal documents within matter-specific folders or upload files directly from third-party integrations like Microsoft Office, Google Drive and Dropbox. The document management portal provides data encryption and permission-based access to protect against unauthorized access. 
    • Data Backup: Secure firm data and documentation with automated backups. Export all data at any time. 
    • Scan and Search: Scan documents directly into legal matters and perform full text search for specific subjects. 
  • Client Management: Get a comprehensive 360-degree view of clients with unique contact records, associated matters, correspondence history and billing information, all in one place. 
    • Client Outreach: Automatically send emails and SMS messages to clients about case updates, changes in matters and upcoming events. Set tasks to remind team members about critical client touchpoints. 
    • Client Portal: Clients can securely upload relevant documents and provide e-signatures through the self-service portal. Increase client engagement by communicating the latest case-related updates through notifications. 
    • Sales Pipeline: Manage prospective clients and sales leads with the purpose-built toolkit. Automatically send follow-up emails to prospects and create reminders for employees. 
  • Calendar Management: Stay on top of important dates, appointments, hearings and legal obligations with the integrated calendar extension. Create shared calendars, synchronize entries across multiple devices and open tasks and matters directly from the extension. 
    • Calendar Sync: Synchronize the calendar tool with third-party integrations for Office 365, Microsoft Exchange and Google Calendar to receive a real-time, holistic view of firm obligations. Link matters directly to the calendar to view all related events. 
    • Calendar Reports: Prepare custom calendar reports with logged events, appointments, transactions and matter. 
    • Cashflow: Link appointments with associated matters to track pending payments. Remind clients about outstanding bills and record payments through the calendar portal itself. 
  • Reporting: Identify the firm’s most profitable practice areas, referral sources, lawyers, clients and more with powerful reporting tools. Additional reporting areas include time and fee entries, client transactions, write-offs, bill journals, aging receivables and client profitability. 
  • Marketing: Optimize the firm’s marketing policy by integrating marketing campaigns, timeframes, expectations and budgets with the recommended workflow. Get accurate feedback on return on investment (ROI) to improve future marketing efforts. 
  • Email Management: Manage all client and contact correspondence with the dedicated email platform. Integrate with applications like Outlook and Gmail to record notes and tasks directly from the source. 
    • Email Automation: Inform clients, team members and co-counsels about case developments and events with automated emails. Create perfectly worded emails with custom templates that pull data from live matters. 
    • Matter Linking: Organize the firm’s inbox and outbox based on associated matters. Redirect all sent messages and replies automatically to the designated matter folder. 
  • Document Automation: Automatically situate live data from legal matters into customizable documents and email templates to eliminate manual data entry. The document assembly tool can insert a variety of data fields including names, logos, addresses and billing information. 
  • API: Use existing applications or integrate third party extensions like Office 365, Microsoft Outlook and more as per firm requirements. 
  • Mobile App: Manage legal calendar, tasks, appointments and deadlines from the mobile app. Stay on top of all client obligations with automated synchronization of legal calendars. 
    • Mobile Time Tracking: Track time, create new entries and view timesheets on the go. Add notes and descriptions to time tracked, assign it to existing legal matters and enter billing information in real time. 
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  • Fact Chronologies: Go over all case-related facts, witnesses, evidence and issues with a fine comb. Organize facts by contacts, issues, sources, date and time. Search for specific facts and connect them to corresponding contacts, issues and documentary proof. Use the Highlights tool to analyze and create new facts from existing information. Edit facts inline and specify date and time of their occurrence. 
  • Visual Timelines: Arrange case-related facts in a visual timeline. Configure the timeline view with filter, scale slider and saved views. The scale slider can adjust the width of the timeline or expand on specific parts. Export or import the timeline in PDF or editable SVG format. 
  • Text Search: Leverage optical character recognition (OCR) to perform a keyword-based full-text search of legal documents. Use the reviewer to create facts directly from matching page results. 
  • Case Outlines: Connect legal claims with corresponding issues to build consolidated case outlines. Create and maintain a library of claim templates, along with sets of relevant issues. 
  • Document Review: Prep legal documents for review by highlighting text and adding annotations and bookmarks. Create facts and add them to the timeline directly from the reviewer. Automatically connect facts to the section of the document that acts as evidence. 
  • Audio and Video Review: Accept a wide range of media formats as evidence. Automatically create transcripts of speech in audio and video files. Highlight any section of the transcript to create a clip from the corresponding media file. 
  • Deposition and Transcript Management: Highlight sections of the deposition transcript to create annotations and facts automatically. Identify page and line numbers of highlighted sections to create Bluebook-correct citations. 
  • Reporting: Run preconfigured reports to generate tangible work products, such as statements of fact, deposition outlines and opening statements. The “Facts by Issues” report provides a ready-made statement of material facts for cross-examination. For every report generated, lawyers can request a zip file containing the list of referenced documents. 
  • Task Management: Track personal and group tasks from the same module. Assign tasks to multiple members across different teams. Review all active tasks and set up email and pop-up reminders for important events. 
  • Security Engineering: The entire infrastructure is hosted on Amazon Web Services. Implement best practice application frameworks, such as XSS protection, CSRF protection, audit logging, rate limiting and more. Anonymize data via UUID generation, scan for viruses and malware and hash all passwords before storage. 
    • Network and Storage Security: All data is encrypted in transit and at rest. Secure incoming and outgoing connections via TLS. 
    • Operational Security: Test and review all code. Create backups regularly and store them for extended periods. 
    • Account Security: Ensure account integrity with two-factor authentication, single sign-on, permission-based access and session tracking. 
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Product Ranking

#25

among all
Legal Software

#71

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Actionstep
CaseFleet
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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 0 62 82 69 75 44 71 0 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 242 reviews
Excellent User Sentiment 41 reviews
87%
of users recommend this product

Actionstep has a 'great' User Satisfaction Rating of 87% when considering 242 user reviews from 5 recognized software review sites.

91%
of users recommend this product

CaseFleet has a 'excellent' User Satisfaction Rating of 91% when considering 41 user reviews from 3 recognized software review sites.

4.2 (3)
n/a
4.2 (11)
4.5 (2)
4.34 (119)
4.59 (22)
4.4 (108)
4.5 (17)
4.2 (1)
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Awards

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CaseFleet stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Functionality: The platform offers robust features, according to 88% of users who reviewed this aspect.
Ease of Use: According to 70% of users who reviewed this element, the system’s customizability and UI make it easy to use.
Cost: 80% of reviewers mentioning cost said the software’s pricing is within reason and affordable.
Automation: Regarding this feature, 92% of users said automation saves a lot of time and resources.
Data Management: According to 71% of users who reviewed this feature, the platform has powerful data management tools, including document search and field merging.
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Intuitive Interface: Legal professionals appreciate the platform's user-friendly design, finding it easy to navigate and manage their cases efficiently.
Robust Document Management: Users praise CaseFleet's capabilities for organizing, storing, and retrieving legal documents, streamlining their workflow and reducing the risk of misplacing crucial information.
Effective Collaboration: The platform facilitates seamless collaboration among legal teams, allowing them to share case files, notes, and tasks, fostering teamwork and enhancing productivity.
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Integrations: Integrations, especially email, accounting and invoicing, have a lot of room for improvement, according to 69% of reviewers mentioning this aspect.
Implementation: 69% of users reviewing this element said the implementation process is lengthy.
Service and Support: 56% of users who mentioned this aspect said support requests have long wait times.
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Limited Customization: Some users have expressed frustration with the inflexibility of CaseFleet's templates and the limited ability to customize the platform to their specific workflow needs.
Learning Curve: A few users have mentioned that CaseFleet has a steep learning curve, especially for those who are not tech-savvy or familiar with legal case management software.
Occasional Performance Issues: While generally considered reliable, some users have reported occasional slow loading times or glitches, particularly when dealing with large case files.
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Actionstep provides a cost-effective alternative to various legal practice management solutions out there. It’s completely cloud-based with robust features designed to serve multiple practice areas. Document management, eDiscovery and automation are among its strengths with dedicated workflows, templates and search tools. However, there are tradeoffs with the most cost-effective options. Technical support can have long wait times and not always result in closure. The implementation process is lengthy, and integration options are mediocre at best. If you are on a tight budget and need a decent and reliable solution, Actionstep is a good contender.

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Is CaseFleet the "case closed" solution for your legal practice? User reviews from the past year suggest that CaseFleet is a powerful tool for attorneys, particularly those in small firms or solo practices. Users praise its intuitive interface and robust features, particularly the chronology tool, which links evidence directly to case facts, and the comprehensive document management system. This allows for efficient organization and retrieval of information, a crucial aspect of legal work. Some users find CaseFleet's search functionality superior to competitors like MyCase and PracticePanther, highlighting its ability to quickly locate specific information within large volumes of documents. However, CaseFleet is not without its drawbacks. Some users have expressed frustration with occasional glitches and the learning curve associated with its advanced features. Others desire more integrations with other software, such as billing and accounting platforms. Despite these criticisms, the majority of users find CaseFleet to be a valuable asset, enabling them to streamline their workflows, improve accuracy, and ultimately, better serve their clients. CaseFleet seems best suited for legal professionals who prioritize organization, efficiency, and in-depth case analysis, particularly those who handle complex litigation or have extensive document-heavy cases.

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