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Everlaw vs Actionstep

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Our analysts compared Everlaw vs Actionstep 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 User Ratings Analyst Summary Screenshots
Everlaw Software Tool
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Actionstep Software Tool
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Product Basics

Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.

Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.
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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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$250 Monthly
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$60 Monthly
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Tailored to your specific needs
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Product Assistance

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24/7 Live Support
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24/7 Live Support

Product Insights

  • Easy to Use: Non-tech-savvy people can adopt the platform quickly thanks to intuitive UI and UX. 
  • Streamlined Document Management: Keep track of all documents and ensure availability using Bates numbering and document binders. Stack, tag and organize files according to the firm’s requirements. 
  • Quick and Simple Search: Along with filtering, labeling and tagging, save previous searches on search cards for fast and accurate results. Pull up documents based on codes, tags and labels. 
  • Rich Knowledge Base: Easily navigate the platform using training videos and tutorials. 
  • Scale With Custom Searches and Narratives: Adapt to different circumstances by building custom searches and narratives. Create compelling and versatile storyboards for deposition using AI-enabled visualization options. 
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  • 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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  • Uploads: Upload data with simple drag-and-drop capabilities from both native and third-party sources like Dropbox, Google Drive, OneDrive, Google Vault and more. Review all documentation securely under one platform with dedicated support for various file types like spreadsheets, Slack messages, calendar invitations, Microsoft Teams data, videos, Encase archives and more. 
  • Search Optimization: Build extensive search queries for contacts, matters and documentation with stackable metadata, content and work-product filters to get smarter, faster and more accurate results. Automatically zero in on email communications and side conversations between specific people with the Smart Terms portal. 
  • Case Reviews: Streamline the review process of legal matters and documentation with an organized and controlled approach. Set viewership parameters and coding rules with dedicated review portals. 
    • Translation Services: Improve firm versatility with the foreign language translation extension capable of translating over 109 languages. Automate translation of legal matters without the integration of third-party tools or services. 
    • Redactions: Search legal documentation and automatically redact words, phrases, entire pages and patterns such as personally identifiable information (PII). State the redaction reason with customizable stamps and save time otherwise spent on the manual identification and redaction of documents. 
    • Transcription Services: Dig deeper into audio and video documentation with automatically generated transcription synchronized during playback. Manually search the transcripts or attach notes to timestamps for future reference. 
    • Coding Rules: Implement auto or conditional coding of documents that are contextually related to each other, such as duplicates or attachments. Increase review consistency, eliminate errors and speed up the process with coded legal documents. 
    • Review Assignments: Assign reviews to different members across a team through the review assignment portal. Track review progress, highlight particular review criteria and automatically assign dynamic reviews that update based on changes in data. 
  • Production Management: Automatically produce, save and back up an unlimited amount of legal documentation. Eliminate errors and streamline legal processes with customizable self-service protocol options and easy clawbacks. Share and export productions with secure, auditable sharing extensions. 
  • Advanced Analytics: Get detailed insights on legal matters, firm health and business processes with advanced analytics and reporting modules. Data visualization of standard and statistical data uncovers hidden information and predicts client requirements. 
    • Email Threading: Perform email reviews in threads without running additional scripts. The analytics portal eliminates duplicate emails, displays contextual information along with a matter, identifies inclusive emails and spots missing emails in complicated conversation threads. 
    • Data Visualization: Get a comprehensive 360-degree view of documents with interactive data visualizations. Explore document dates, metadata, contents, formats, review activity and more with customizable visualizations and metrics. 
    • Clustering: Automatically identify conceptually and contextually similar documents and combine them into large datasets with the clustering tool. Combine and study similar documents without any training, prior case knowledge or third-party resources like dictionaries and ontologies. 
  • Predictive Coding: Machine learning identifies the most important legal documents and case matters based on custom ratings, codes and attributes. Improve the predictive model by feeding weighted terms and important case matters to create a defensible model against which to test run arguments before trial. 
  • Storybuilding: The Storybuilder suite provides a complete, end-to-end set of post-review tools to manage litigations and investigations. Automatically organize the most important documents that reinforce the team’s case narrative in one environment without exporting and importing documents into other portals. 
    • Case Collaboration: Encourage team members to collaborate in real time under a single architecture already integrated with all case-related documents. Use the storybuilder extension to prepare coordinated case strategies, share review protocols, draft internal briefs and memos and more. 
    • Deposition Management: Coordinate with team members to prepare and execute completely digital depositions. Discuss ongoing depositions with team members in real time via a live chat tool. 
    • Deposition Transcripts and Testimony: Automatically create deposition transcripts and review, annotate, link to them all under one roof. Mark specific transcripts as key testimonies. 
  • Security: Ensure the security of staff, clients and legal matters. Secure data sharing, communication and document access from external and internal vulnerabilities. 
    • Communication Security: Maintain collaboration continuity among team members with the in-platform messaging tool. Protect all client and staff communication from security leaks. 
    • Sharing Security: Protect sensitive information by creating and sharing assignments, binders of documents, folders and more, with permission-based access. Share legal documentation only with case-related contacts. 
    • Permissions and User Groups: Assign groups with permission-based access to features and tools like codes, assignment groups and Storybuilder objects. Securely manage group permissions and monitor all activity logged in the system for suspicious behavior. 
    • Multi-Factor Authentication and Sign-On: Enforce multi-factor authentication for all staff on a database to prevent unauthorized access. Additionally, administrators can remove username and password-based access by enabling login through existing directory services like GSuite, Active Directory and LDAP. 
    • Location Whitelisting: Whitelist remote working environments based on IP address or country. Automatically deny access to the firm database when members ping location from unrecognized IP addresses. 
  • Matter Management: Create an unlimited number of projects from customizable templates and rename, suspend and delete them whenever required. Clone general settings, duplicate administrative tools, transfer work and find information across projects with correlated document sets. Analyze projects billable to anticipate monthly expenses. 
  • API Management: Build new applications or use integrated organization and project management tools. Securely connect applications to firm data using API keys and automate dashboard and report generation. 
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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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Product Ranking

#17

among all
Legal Software

#25

among all
Legal Software

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User Sentiment Summary

Excellent User Sentiment 275 reviews
Great User Sentiment 242 reviews
93%
of users recommend this product

Everlaw has a 'excellent' User Satisfaction Rating of 93% when considering 275 user reviews from 3 recognized software review sites.

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.

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4.2 (3)
4.6 (211)
4.2 (11)
4.85 (40)
4.34 (119)
4.8 (24)
n/a
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4.4 (108)
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4.2 (1)

Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

Data Visualization: Storyboard and dashboard provide robust data visualization capabilities, according to 79% of users reviewing this feature.
Data Management: According to 83% of users, data management is one of the platform’s strongest suits — bolstered by binders, Bates numbering, filtering and tagging capabilities.
Functionality: 88% of users who mentioned this aspect said the system offers best-in-class functionalities for document review, disposition, production, time tracking and early case assessment (ECA).
Ease of Use: Regarding this element, 92% of users said that the platform is user-friendly and easy to navigate.
Training: 78% of users talking about training resources found the product training and knowledge base satisfactory.
Service and Support: 92% of users who reviewed this aspect were content with support responses and service costs.
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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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A study of user sentiments did not reveal any major cons.
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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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Everlaw provides excellent data management capabilities as part of a legal practice management solution. It’s particularly beneficial to businesses that prioritize eDiscovery and production in their day-to-day services, such as firms dealing with personal injury and mass tort. The platform offers versatile core functions, such as time tracking, ECA and document review, making it suitable for both eDiscovery and case management. It has some of the best visualization tools, including storyboards, binders and custom tags and labels. Overall, the solution is a promising acquisition for firms that deal with a ton of data on a daily basis.

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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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