Top Actionstep Alternatives & Competitors For 2024

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Looking for alternatives to Actionstep? Many users crave user-friendly and feature-rich solutions for tasks like Client and Contact Management, Dashboard and Reporting, and Task Management. Leveraging crowdsourced data from over 1,000 real Legal Software selection projects based on 400+ capabilities, we present a comparison of Actionstep to leading industry alternatives like Logikcull, Filevine, Clio Grow, and CosmoLex.

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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Logikcull is a cloud-based platform to streamline the legal discovery and investigation processes. Intuitive and easy to implement, legal teams of various specialties can bypass long installation times, training requirements and hosting fees to quickly take charge of their e-discovery and legal hold operations. Users can drag and drop to upload data in seconds, while it takes care of text indexing, metadata extraction, deduplication and OCR to enhance exploration and volume reduction. Encrypted, AWS backed and SOC-II compliant, it acts as a centralized secure database to host the most complex search projects. Users can search and discover with ease using various filters, custom tags, basic terms or bulk keywords.

It helps manage defensible legal holds in simple steps with custom templates. It can also track hold acceptance and schedule reminders for faster acceptance. Reporting modules can be used to monitor performance, progress and insights by projects, teams or individuals.
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Filevine is a cloud-based tool for law firms and solo practitioners to manage cases, clients, documents and billing. It offers various AI-powered features and automation to help you improve efficiency, streamline collaboration, reduce overhead tasks and capture more leads.

One of its standout features is the AI-powered document management system. It automatically categorizes and tags documents based on their content, making it easy for attorneys and staff to find information quickly. The AI also helps identify potential conflicts of interest and ensures compliance with legal regulations.

Filevine offers robust task management and matter-handling capabilities. You can easily create matters and consolidate all case-related documents, data, notes and tasks in the same environment. You can also connect contacts to associated legal matters and correspondence history. The software provides tools for accurate time tracking, invoicing and payment processing.

Additionally, the client intake module helps efficiently organize and convert leads from multiple channels. The AI-powered system automatically extracts key information from incoming inquiries, making it easier for staff to follow up and provide timely responses. Filevine's analytics module provides valuable insights into lead generation sources, allowing law firms to focus their marketing efforts on the most effective channels.

The platform employs security measures such as encryption, access controls and regular data audits. It requires multi-factor authentication for staff account access. You can set role-based permissions to grant different access levels based on responsibilities, ensuring sensitive client information remains confidential and secure.

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Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
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CosmoLex is an end-to-end practice management solution that combines CRM, case management and accounting workflows. It helps maintain complete visibility over legal matters by connecting active cases to associated calendar entries, documents, contacts and emails. Businesses can automatically track time and expenses and create digital invoices with a single click. Uncover missed payments and commissions with purpose-built reports. It can manage trust and operating accounts in compliance with state and federal regulations.

Other capabilities include task management, a legal calendar with automated notifications, and a public calendar to send out firm-wide notifications, meeting announcements and alerts.
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$60
$395
$87
$49
$89
Monthly
Per User, Monthly
Per User, Monthly
Per User, Monthly
Per User, Monthly
No
Small
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Large
Small
Medium
Large
Small
Medium
Large
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Ranking

#25

among all
Legal Software

#27

among all
Legal Software

#7

among all
Legal Software

#8

among all
Legal Software

#16

among all
Legal Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
we're gathering data
76
we're gathering data
83
we're gathering data
we're gathering data
46
we're gathering data
100
we're gathering data
we're gathering data
89
we're gathering data
80
we're gathering data
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83
we're gathering data
75
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Billing and Payments
Client and Contact Management
Dashboard and Reporting
Integrations and Extensibility
Matter/Case Management
Billing and Payments
Client and Contact Management
Dashboard and Reporting
Integrations and Extensibility
Matter/Case Management
Client and Contact Management
Matter/Case Management
Billing and Payments
Client and Contact Management
Dashboard and Reporting
Integrations and Extensibility
Matter/Case Management
Billing and Payments
Time and Expense Management
Platform, Security, and Compliances
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Actionstep
Logikcull
Filevine
Clio Grow
CosmoLex
+ Add Product + Add Product
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 46 89 83 84 88 78 71 76 100 80 75 54 69 89 82 100 0 25 50 75 100
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78%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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57%
43%
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71%
29%
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83%
17%
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92%
8%

User Sentiment Summary

Great User Sentiment 242 reviews
Excellent User Sentiment 826 reviews
Excellent User Sentiment 425 reviews
Excellent User Sentiment 1165 reviews
Excellent User Sentiment 620 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.

92%
of users recommend this product

Logikcull has a 'excellent' User Satisfaction Rating of 92% when considering 826 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Filevine has a 'excellent' User Satisfaction Rating of 93% when considering 425 user reviews from 3 recognized software review sites.

94%
of users recommend this product

Clio Grow has a 'excellent' User Satisfaction Rating of 94% when considering 1165 user reviews from 2 recognized software review sites.

94%
of users recommend this product

CosmoLex has a 'excellent' User Satisfaction Rating of 94% when considering 620 user reviews from 4 recognized software review sites.

4.2 (3)
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4.2 (7)
4.2 (11)
4.6 (225)
4.7 (149)
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4.34 (119)
4.62 (270)
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4.7 (1147)
4.71 (305)
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4.7 (293)
4.4 (108)
4.6 (269)
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3.8 (15)
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4.8 (56)
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4.2 (1)
5.0 (6)
4.4 (13)
4.7 (18)
n/a

Awards

No awards.
User Favorite Award
User Favorite Award
Document Management Award
User Favorite Award
User Favorite Award
Billing and Payments Award
Platform, Security, and Compliances 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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Ease of Use: Users appreciate the platform's intuitive interface and straightforward functionality, allowing legal teams to quickly adapt and utilize its features without extensive training.
Culling Capabilities: Logikcull's AI-powered culling features enable efficient identification and removal of irrelevant data, significantly reducing the volume of documents requiring review and saving valuable time for legal professionals.
Collaboration Tools: The platform facilitates seamless collaboration among team members, allowing for easy sharing of documents, notes, and tags, fostering efficient teamwork and communication.
Production Functionality: Logikcull streamlines the production process, enabling users to easily format and export documents in various formats, ensuring compliance with legal requirements and simplifying the exchange of information.
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Customization: Filevine is highly customizable to suit various legal practices and case types.
Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
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Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
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Billing & Invoicing: CosmoLex streamlines the billing process, allowing users to easily generate invoices, track payments, and manage trust accounts. It also offers integrations with popular payment processors, making it easy for clients to pay their bills online.
Client Management: CosmoLex provides a centralized location for managing client information, including contact details, case files, and billing records. This can help law firms stay organized and efficient.
Time Tracking & Expense Management: CosmoLex makes it easy for lawyers to track their time and expenses, ensuring that they are accurately billing clients for their services. The software also offers features for managing reimbursements and generating reports.
Reporting & Analytics: CosmoLex provides a variety of reports that can help law firms track their performance and identify areas for improvement. These reports can be customized to meet the specific needs of each firm.
Business Accounting: CosmoLex includes features for managing a law firm's finances, such as accounts payable, accounts receivable, and general ledger. This can help firms save time and money by eliminating the need for separate accounting software.
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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: Logikcull's strength in providing a streamlined, user-friendly experience can also be a drawback for users with complex workflows or unique needs, as the platform offers limited options for customization.
Cost: The platform's pricing structure, while transparent, can be a barrier for smaller firms or those with limited budgets, especially when compared to other eDiscovery solutions on the market.
Learning Curve: While Logikcull is generally considered user-friendly, some users report a learning curve associated with understanding the platform's features and functionalities, particularly for those new to eDiscovery software.
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Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.
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Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.
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Billing Issues: Some users report problems with generating bills, particularly with LEDES billing, which can cause delays and frustration.
Customer Support Concerns: There are reports of slow response times from customer support, leaving users feeling stuck with unresolved issues.
Learning Curve: The software's interface and features can be complex, requiring a significant investment of time and effort to learn effectively.
Limited Integrations: CosmoLex may not integrate seamlessly with all the tools and services a law firm uses, potentially leading to workflow disruptions.
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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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Logikcull users have found the platform to be a game-changer, especially when it comes to document review and discovery. The software's intuitive interface and powerful search capabilities make it easy to find the proverbial needle in the haystack, saving legal teams countless hours and headaches. Users appreciate the ability to quickly cull irrelevant documents, leaving only the most pertinent information for review. This not only streamlines the discovery process but also helps to reduce costs. Additionally, Logikcull's cloud-based platform offers flexibility and scalability, allowing teams to work from anywhere and easily adjust to changing caseloads. However, some users have noted that Logikcull's pricing can be a bit steep, especially for smaller firms or solo practitioners. Additionally, while the software is generally user-friendly, some of the more advanced features can have a learning curve. Despite these drawbacks, Logikcull remains a popular choice for legal professionals who need a reliable and efficient way to manage document review and discovery. Its ability to automate tedious tasks and provide powerful search capabilities makes it an invaluable tool for any legal team looking to gain a competitive edge. Overall, Logikcull is best suited for mid-sized to large law firms and legal departments that handle a high volume of document-intensive cases. Its scalability and robust features make it ideal for complex litigation and investigations.

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Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

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Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably. Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success. In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

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Is your law firm stuck in a legal black hole, struggling to keep up with the demands of modern practice? CosmoLex might just be the legal tech savior you've been searching for. CosmoLex has garnered a reputation as a comprehensive, cloud-based legal practice management solution that streamlines operations for law firms of all sizes. Users frequently praise its robust features, including time tracking, billing, accounting, calendaring, task management, and document management, all seamlessly integrated into one platform. This eliminates the need for multiple, disparate systems, saving time and reducing errors. However, some users find the extensive functionality overwhelming, especially during the initial setup and learning curve. The interface, while generally considered user-friendly, can feel cluttered at times due to the sheer number of features. Additionally, several users have expressed a desire for more customization options to tailor the software to their specific workflows. CosmoLex stands out from its competitors by offering built-in accounting features, a rarity in the legal practice management software market. This integration simplifies financial management for law firms, eliminating the need for separate accounting software and ensuring compliance with trust accounting regulations. CosmoLex is best suited for small to mid-sized law firms seeking an all-in-one solution to manage their practice efficiently. Its comprehensive features, ease of use, and competitive pricing make it an attractive option for firms looking to streamline operations and improve productivity.

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