Actionstep vs Smokeball

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

Actionstep Software Tool

Product Basics

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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Smokeball is a hybrid solution to manage various facets of a legal firm, including cases, billing, documents, clients and daily operations. It provides comprehensive billing including automated timekeeping & activity tracking, custom invoices, online payments and trust accounting. Users can create and manage legal documents and forms using over 20,000 forms, perform e-filing and request e-signatures. Assign, collaborate and automate tasks and workflows with smart reminders on priorities, events and deadlines, as well as increased visibility with convenient access to its intuitive legal calendar. It also provides centralized access to organize relevant legal case data and a secure portal to enhance client communication.

Its real-time reporting and dashboarding modules enable data-driven insights on business trends, performance, finance and profitability. It offers intuitive integrations with Lawpay, QuickBooks, MS Word and Outlook, and more. to enhance its billing, payment and management functionality. In addition to its user-friendly remote accessibility, its hybrid implementation enables both online and offline access. Firms are entitled to dedicated onboarding, training and support services.

Pros
  • User-friendly interface
  • Streamlined workflows
  • Strong document management
  • Good customer support
  • Mobile app available
Cons
  • Limited reporting
  • Costly for small firms
  • Inconsistent integrations
  • Learning curve for users
  • Occasional bugs
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$60 Monthly
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Tailored to your specific needs
$39/Month
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
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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  • Easy Access to Information: Consolidate all case-related information, including documents, contacts, workflow and communication in a central hub. 
  • Requires Minimal Training: Minimize time spent on reskilling and training employees using the intuitive user interface and training materials. 
  • Automated Billing: Accurately track time and create bills for client work via the AutoTime module. 
  • Seamless Integrations: Integrate with all the popular apps like Microsoft Office, Outlook Calendar, Contacts, email clients and more. 
  • Matter-Specific Document Search: Easily locate particular documents and case files. Find documents used in specific contexts, depending on the firm’s requirements. 
  • Increased Productivity: Smokeball automates time-consuming tasks like document generation and billing, freeing up your time to focus on what matters most: serving your clients.
  • Improved Client Communication: Smokeball's secure client portal allows you to share documents, invoices, and other information with clients instantly, keeping them informed and engaged throughout the legal process.
  • Enhanced Collaboration: Smokeball provides a central platform for your team to collaborate on cases, share ideas, and track progress, streamlining your workflow and fostering a more efficient work environment.
  • Boosted Profitability: Smokeball's accurate time tracking and billing features help you capture every billable hour and ensure you are getting paid for all the work you do.
  • Reduced Costs: By automating manual processes and eliminating paper, Smokeball helps you save time and money, allowing you to reinvest those resources back into your business.
  • Improved Scalability: Smokeball grows with your firm, providing the tools and resources you need to manage your caseload effectively, regardless of size.
  • Enhanced Security: Smokeball's cloud-based platform is backed by robust security measures, ensuring your data is always safe and protected.
  • Peace of Mind: Smokeball's reliable performance and expert support team give you the peace of mind to focus on what you do best: practicing law.
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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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  • Time and Expense Tracking: Automatically track time spent on in-platform tasks, Microsoft Word and Microsoft Outlook and associate it with relevant legal matters. Prepare invoices for billable hours and run reports on profitability and productivity. 
    • Productivity Insights: Generate productivity reports by practice area, staff member and matter. Identify non-billable hours, potential issues and productive staff members to improve the firm’s bottom line. 
    • Automated Billing: Populate billing entries and send invoices directly from the time and expense tracking portal. Pull data from associated matters to automatically create customizable entries. 
  • Document Automation: Draft and edit documents automatically from the information stored in associated legal matters. Integrate with Microsoft Word to move documents and generate PDFs directly from the source. 
    • Document Standardization: Improve the firm’s standard documentation processes with smarter fonts, letterheads and state-prescribed texts. 
    • Form Library: Access over 17,000 public legal documents through the Law Firm Form Library portal. Organize the forms by matter, contacts and/or practice areas and search by keywords. Automate form retrieval processes with “If, Then Else” and “Ask” commands. 
    • Area Specific Automation: Populate legal documentation with information specific to the associated matter. Eliminate overlapping of data with over 250 unique practice areas to choose from. 
  • Client Portal: Smokeball Communicate provides clients with a simple messaging and file-sharing portal. Collaborate on cases, share updates and send files securely with multi-factor authentication and full encryption. 
    • Time Tracking: Automatically log all the hours spent on client correspondence to transform them into billable time. Concentrate all communication through a single portal to simplify tracking and billing. 
    • Communication Management: Directly turn messages into tasks. Manage all email correspondence, in-platform messages and in-app communications under the same roof. 
  • Electronic Filing and Signatures: Integrate with InfoTrack and DocuSign to attach signature clauses to documents. Additionally, insert text boxes, radio buttons, checkboxes and more. 
    • Document Status: Keep track of all the documents sent for signatures. Automatically save the signed documents alongside associated legal matters. 
    • Court Searching and Tracking: Utilize InfoTrack to run searches across PACER, state courts, Federal and Bankruptcy courts, and trial and appeal boards. 
    • Filing Resources: Fill out 1099S forms, sign IT Electronic Signatures and legally incorporate firms anywhere in the U.S. Electronically file documents directly from the relevant legal matter with automated expense tracking. 
  • Mobile Application: View and edit legal documentation, attend hearings, send emails and add billing entries from anywhere via the mobile app. Get a quick and clean overview of the legal calendar. 
  • Workflow Management: Assign tasks to team members and set multiple reminders for important events, dates and hearings. 
    • Workflow Automation: Set up standardized automated workflows for regular processes like client intakes, filings, closings and more. 
    • Next Step: Create a sequence of simple or multi-step tasks against each other for every legal matter. Set up prescriptive tasks, litigation reminders and drafting deadlines in advance. 
    • Daily Digest: Broadcast an email every morning to staff members with reminders of upcoming tasks and events. 
  • Case Management: Organize legal cases according to practice areas with matter-specific information. 
    • Digital File: Automatically structure all email correspondence according to associated matter. Staff members have complete access to every file relevant to their work. 
    • Data Structuring: Organize matter-specific information like emails, notes, documentation, billing information, contacts, case numbers and more under one file. Access files from any device with an internet connection. 
  • Email Management: Sort thousands of emails into relevant folders to simplify access by staff members. Integrate with Microsoft Outlook to save an unlimited number of emails, grouped together by associated matter. 
    • Email Time Tracking: Send and receive emails to automatically log billable hours through the time tracking extension. Draft an email via the toolbar to autofill the address bar. 
    • PDF Creation: Convert any document to a PDF file or combine multiple ones into a single PDF before sending an email attachment. 
  • Calendar Management: Create calendar entries and automatically link associated matter and client files to get a 360-degree view of legal cases. Sort the calendar by workweek, month and case timeline to always stay on top of obligations. 
    • Integration: Integrate with Microsoft Outlook to automatically track events and accepted invitations. 
    • Calendar Sync: Access everyone’s legal calendar to stay on top of important events and hearings. Automatically synchronize important dates and tasks across the entire staff’s calendars. 
  • Firm Insights: Use the firm insights dashboard to generate reports on matter-type profitability, referral revenue, real-time performance and more. Filter reports based on practice areas for greater insights and agile decision-making. 
    • Flexible Analysis: Combine time tracked and billing reports to get greater insights into non-billable hours, profitable practice areas, write-offs, discounts and productivity. 
    • Workload Analysis: Identify which practice areas need more work. Use the insights dashboard to evenly distribute the workload between attorneys, assistants and paralegals. 
    • Fixed-Fee Data: Adjust fixed fees, client expectations and staff workloads based on real data from firm insights that show the true cost of work performed for each client. 
  • Billing Management: Prepare custom invoices for firm activity traced by the time tracking portal. Interact directly with the relevant time entries to review and approve invoices. 
    • Integrations: The billing portal integrates with LawPay to process credit card payments and online transactions. Manage trust and operating accounts ethically and offer clients flexible payment options. Additional integrations include QuickBooks Online. 
    • Activity Codes: Create custom activity codes for similar time and expense entries to expedite data entry and billing. 
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Product Ranking

#25

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#31

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Actionstep
Smokeball
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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 97 97 99 81 91 89 88 100 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 747 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.

95%
of users recommend this product

Smokeball has a 'excellent' User Satisfaction Rating of 95% when considering 747 user reviews from 5 recognized software review sites.

4.2 (3)
4.9 (14)
4.2 (11)
4.8 (176)
4.34 (119)
4.76 (189)
n/a
4.7 (179)
4.4 (108)
4.8 (189)
4.2 (1)
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Awards

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SelectHub research analysts have evaluated Smokeball and concluded it deserves the award for the Best Overall Legal Software available today. Smokeball stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
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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Data Management: The platform’s data storage and organization capabilities are top-notch, according to 100% of users reviewing this feature.
Functionality: According to 91% of users who reviewed this aspect, the software offers various useful functions, including task management, case organization, accounting and AutoTime.
Ease of Use: 88% of users who mentioned this element said the solution is straightforward with an intuitive UI and robust knowledge base.
Integrations: 81% of users mentioning this aspect were satisfied with the variety and effectiveness of available integrations.
Service and Support: All the users who reviewed customer service mentioned that it’s responsive.
Automation: 75% of users who mentioned this element swear by the platform’s automation feature, especially document templates and automated emails.
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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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Steep Learning Curve: Smokeball's interface can be complex and require significant training, especially for users unfamiliar with legal practice management software.
Limited Customization: While Smokeball offers some customization options, it may not be flexible enough for law firms with unique workflows or specific needs.
High Cost: Smokeball can be expensive, especially for small law firms or solo practitioners.
Integration Challenges: Integrating Smokeball with other legal software applications can be challenging and may require technical expertise.
Limited Reporting: Some users find Smokeball's reporting features insufficient for generating detailed insights into firm performance.
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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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User reviews of Smokeball paint a mixed picture, highlighting both its strengths and weaknesses. While some users find it incredibly helpful for streamlining workflows and enhancing collaboration, others struggle with its complex interface and limited customization options. Positive reviews often praise Smokeball's ability to automate tasks, save time, and increase efficiency. One user remarked, "My billable hours increased by over 50% while my work hours remained the same!" Another noted, "Smokeball has made my job of opening new files and maintaining case information exceedingly easy." These comments highlight the software's potential to improve productivity and profitability, especially for busy legal practices. However, some users find Smokeball's steep learning curve and complex interface a significant drawback. One reviewer lamented, "It took me months to feel comfortable using all the features." Another commented, "The interface can be overwhelming, especially for users unfamiliar with legal practice management software." These challenges highlight the need for comprehensive training and support, which may be lacking for some users. Comparatively, users often cite Smokeball's robust security features and comprehensive functionality as key advantages over competitors like Clio and PracticePanther. One user noted, "I feel confident that my client data is safe with Smokeball's encryption and access controls." Another commented, "Smokeball offers everything I need to manage my practice effectively, from document creation to billing and reporting." These comments emphasize Smokeball's strong security and wide range of features, making it a compelling option for law firms seeking a comprehensive legal practice management solution. However, its higher cost compared to competitors can be a barrier for some. One user remarked, "Smokeball is a great program, but it's simply too expensive for my small solo practice." This highlights the importance of considering individual needs and budgets when choosing a legal practice management software. Overall, user reviews suggest Smokeball is a powerful and feature-rich legal practice management solution, but its complexity and cost may not be suitable for all users. Law firms should carefully weigh the software's strengths and weaknesses against their specific needs and budget before making a decision.

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