# Compare Clio vs Actionstep 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Clio and Actionstep based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105428-139923/Clio-vs-Actionstep --- # Clio vs Actionstep Features and Cost Comparison Last updated May 19th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: ClioActionstep2/4 selected [Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,727)](https://www.capterra.com/p/105428/Clio/reviews/) [Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.2 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/) [## Clio](https://www.capterra.com/p/105428/Clio/)[4.7 (1,727)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $49.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.6 Customer Service 4.7 Reviews Sentiment Based on [1,727 reviews](#user-reviews) Positive 1,629 Neutral 50 Negative 48 [## Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.2 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/) Starting Price Contact vendor Value-for-Money 3.9 Functionality 4.1 Ease of Use 3.9 Customer Service 3.9 Reviews Sentiment Based on [135 reviews](#user-reviews) Positive 113 Neutral 13 Negative 9 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 3,420 reviews from law practice management software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 90%Fit High performer Feature ratings Legal Case Management 4.7 Billing & Invoicing 4.5 Time Tracking 4.6 Document Management 4.3 Trust Accounting 4.2 72%Fit Feature ratings Legal Case Management 4.0 Billing & Invoicing 3.2 Time Tracking 3.6 Document Management 3.6 Trust Accounting 4.0 User satisfaction User satisfaction 4.7 User reviews[1,727](https://www.capterra.com/p/105428/Clio/reviews/) Ease of use 4.6 Functionality 4.5 Value for money 4.5 Customer support 4.7 User satisfaction 4.2 User reviews[135](https://www.capterra.com/p/139923/Actionstep/reviews/) Ease of use 3.9 Functionality 4.1 Value for money 3.9 Customer support 3.9 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Proudly used by 400,000+ legal professionals Best for Actionstep gives midsize law firms a single system that empowers every team—lawyers, administrative staff, and finance—to work efficiently and deliver better client service. ## User reviews Pros & cons Jarred E. Attorney > "The ability to keep an overall schedule as well as a calendar for each case which then syncs to my Google calendar for me to view on my phone is..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151446) VR Verified Reviewer Managing partner > "The per user cost and constant updating of services that are not included and frankly don't work well with their other services seems less of a..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6873793) Matthew W. Founding Partner > "Clio's robust search field allows you to easily scan your existing legal universe to reference documents and information, and you can create templates..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143879) JP Jay P. Attorney > "I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) TP Timothy P. Attorney > "Clio does an excellent job of combining case management, billing, calendaring, document storage, client communication, and task management into one..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7147048) MD Megan D. COO > "A few frustrations - like most platforms, it is geared toward firms that bill by the hour and we do not." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) RA Rendi A. Attorney > "The platform handles the core functions I need well: case management is intuitive, the document drafting and template features have genuinely improved my..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) RM Ryan M. Attorney at Law > "In short, the above is somewhat anecdotal, but goes to show that rather simple issues that arise (such as fixing a client number) are either too much for..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6619003) Stephanie A. Office Manager > "I can manage cases, documents, emails, and billing without jumping between a bunch of different systems, which makes my day run a lot smoother." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) VR Verified Reviewer Principal Lawyer > "Clio may be more developed in other markets, but in Australia, it’s been frustratingly underwhelming. If you’re based in Australia, I’d strongly recommend..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) KA Keirsten A. Client Care Coordinator > "The Outlook integration is amazing, if a coworker is unavailable for a specific client, I can go to the communications tab and see what is going on in..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) TG Tania G. Paralegal > "I was not a huge fan in how the communication was displayed. When looking at email threads it was a bit hard to understand who contacted who and who said..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7048409) KA Keirsten A. Client Care Coordinator > "I like that we have the option to send documents for e-signature, and that Clio lets us know when it has been viewed and signed." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7093577) EG Ema G. Paralegal > "I don't want to become reliant on it in case the price exceeds my budget." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) CP Christopher P. Attorney > "The way it connects to my Gmail and my Google Calendar, along with uploading all my clients into contacts make my life so much easier. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7036235) VI Vanessa I. Legal Assistant > "I do not like how it does not alert when there are duplicate entries." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) MR Missy R. Firm Administrator and Legal Assistant > "I highly recommend everyone at least requests to go through a demo so you can see everything they offer, because "yes CLIO can do that" for you. When..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7148576) VW Victor W. Office Manager > "It does not allow you to navigate from activity to activity in the entry window without exiting the window, and then clicking on the next one. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6745799) Julianna D. Paralegal > "It's easy to use, houses all of our client information and document storage, houses our calendar and allows for easy management of multiple schedules,..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149279) RO Rochelle O. CEO > "For smaller firms it because cost prohibitive to use all of the options." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149054) MD Megan D. COO > "It connects with a lot of the other tools firms already use, which helps avoid having everything live in separate systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) JC Josue C. Founding Partner > "Some of the features don't work as well as I want or there are little glitches on my computer (windows that pop up saying things I don't quite understand..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) RA Rendi A. Attorney > "Overall, Clio has been a solid investment for my practice. Since implementing it seven months ago, it's become central to how I operate, from client..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) Lisa S. Partner > "Also, sometimes the launcher does not work, and I have to download the document sought to revise it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868804) Douglas M. Founding Attorney > "Even though there is a learning curve, I was able to navigate the billing process and accounting before I even took the training course." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) CV Carolina V. CFO > "Document filing/storage area by matter is a bit clunky, as is the Clio-generated Client email - though it is conceptually a great idea it doesn't work..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6560388) EC Elizabeth C. Support Staff > "The ease of keeping everything in one place—cases, documents, and client communication—has been the most valuable part of using Clio." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144362) CF Cara F. Solicitor > "Communications are also a bit hard to navigate through." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144995) DY Deborah Y. Partner > "I am also now learning to use it to capture my client emails and communicaitons without need to use add-on apps and for better cybersecurity." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6877371) JK Jenifer K. Billing Administrator > "Not being able to search clients by balance when someone other than the client pays the invoice with no identifiable reference. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590075) RA Rendi A. Attorney > "It's made me more efficient and reduced the errors that come from manual data entry and disjointed systems." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149027) AD Ashley D. Attorney > "It was difficult to build out my intake form to send to clients. Once they started to fill out the form, they had to complete it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6741679) EG Ema G. Paralegal > "Billing and payments is simple for us an the clients and document sharing with firm is top-notch." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) LG Laura G. Paralegal > "Clio does not yet work with Connecticut Probate Courts to be able to upload documents directly to their system." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555130) MD Megan D. COO > "It is a strong platform for firms that want to stay organized, improve client experience, and centralize operations." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7149180) JP Jay P. Attorney > "The responsiveness to my complaints about this, has been underwhelming." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7095612) JC Josue C. Founding Partner > "Great use of technology to streamline my practice and make normal tasks take seconds (drafting, reminding clients of court dates, etc)." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555152) VR Verified Reviewer Paralegal > "The banking system is a little complicated." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) Sarah G. Owner > "I do marketing emails and try to help them keep their business running smoothly and efficiently." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7132404) Douglas M. Founding Attorney > "I've needed customer support several times as a new user." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143514) Cralissa H. Senior Paralegal > "It is user friendly and covers all our bases from invoicing to document management and even sharing items with our clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869445) JH Jodi H. Legal Assistant > "There is no way to send one document that is both an invoice and a trust request so that you can show clients where their money has gone and how much they..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6097967) VR Verified Reviewer Certified Paralegal > "Overall, this is a great platform to keep everything in one place from contacts, documents, billing, time tracking, and invoices." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868890) RZ Ryan Z. Owner > "Clio also, without any notice at all, removed certain features that allowed for the linking of card payments from Clio Scheduler (a sister program),..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) LC Lou C. Managing Partner > "Having one place to store all our client data, documents and notes regarding the work with do with them is invaluable." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7035945) EL Elizebeth L. Owner > "Collab with Clio for Co Counsel is not functional for document share or notating the file properly" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6610648) DP Don P. Owner > "Clio has provided excellent access and organization to my law firm especially after utilizing other systems. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144365) VR Verified Reviewer Principal Lawyer > "Key integrations promised at sign-up still don’t exist (two years later)" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) JJ Jaison J. Managing Partner > "The platform is also user-friendly and has significantly helped save time on my day-to-day administrative tasks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151351) MJ Maria J. Admin Staff > "Mixnor bug fixes: sometimes when you go back on a page, it doesn't load." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6600916) BS Brenda S. Case Manager > "Clio is a good overall software that is useful in maintaining a detailed and organized database, however, its limitation in functionalities is not..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) CO Caroline O. Paralegal > "Only downsides is that it's very basic and does provide a full amount of features, despite the constant updates." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590103) BB Brooklynn B. paralegal, legal assistant > "I enjoy its accessibility and user friendly navigation. Though I am new to Clio, I picked up on it pretty quickly because of how laid out everything it." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7144202) CM Catlan M. Owner > "Implementation and sales team disappeared once I signed the contract, and I was left calling regular support like everyone else; really pushed to convert..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081638) HS Hannah S. Attorney > "Overall, Clio has streamlined my law practice, improving efficiency, client management, and billing accuracy daily." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6887168) AM Alex M. Attorney and Practitioner at law > "Sometimes it freezes up if I’ve forgotten to stop a timer on my phone." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6555066) SA Sonia A. Legal Assistant > "When there are questions to be asked, accessibility to support staff is something you can depend on and they are always very friendly and willing to help." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7150534) VR Verified Reviewer Principal Lawyer > "Poor accountability from support and product teams" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6854035) FEP Frederick Ezekiel P. Legal Secretary > "I like the tasks feature that I find useful for planning and tracking workflow." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6868274) RZ Ryan Z. Owner > "Clio is plagued with bugs and its cloud-based document system stops working entirely every few weeks or so, requiring a complete reinstallation of the..." [See full review](https://www.capterra.com/p/105428/Clio/#SoftwareAdvice___6268037) VI Vanessa I. Legal Assistant > "It is great with managing data and storing information." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7110453) MC Maria C. Attorney > "These software programs do not fully communicate." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6838038) Stephanie A. Office Manager > "It also keeps things organized for the whole team, so nothing falls through the cracks." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) MR Markell R. Lawyer > "We were considering moving our document storage to Clio, but we couldn't preset files with our folder organization system and it seemed more difficult to..." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6081577) Eric B. Owner > "From billing to CRM to scheduling to task management - it handles everything with ease." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7039024) EH Erika H. Paralegal > "Sometimes the way the bills are displayed can be confusing for clients." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6605465) BS Brenda S. Case Manager > "Clio's functionalities are useful in the ability to maintain clients information in a organized database." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6647579) VR Verified Reviewer Account Executive > "Have a lot of features and can be hard to keep up" [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7037739) Kelcey S. Firm Administrator > "Our firm also loves the tasking feature and the several ways to capture time." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6869389) BH Brad H. Partner > "Some of the services are not as intuitive as some staff would like, especially older staff." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6590992) Erin P. Attorney Owner > "Customer support is always available to assist, and Clio offers options to test new product features. " [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6870008) EG Ema G. Paralegal > "It's pricey." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7151289) Stephanie A. Office Manager > "Invoicing and document management are solid, and once you get used to it, it’s pretty easy to use." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7143938) William K. Manager > "Well of course the cost." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7115028) AS Amanda S. Paralegal > "It makes document management a breeze." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7145098) KAD Keri-Ann D. Paralegal > "Clio tends to have latency issues." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6341821) TT Tania T. Law Clerk > "client intake & document management system - billing tool is easily accessible and convenient for time tracking." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6654790) KH Karen H. attorney > "Reports and tracking are not always helpful." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6324293) VR Verified Reviewer Paralegal > "I love the customer service if I ever have an issue they will address it right away." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___7104878) JW Jessica W. Lead Paralegal > "Not enough custom fields." [See full review](https://www.capterra.com/p/105428/Clio/#Capterra___6608213) [View Reviews](https://www.capterra.com/p/105428/Clio/reviews/) MD Mike D. Principal > "It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___7049635) RV Rebecca V. Lawyer > "Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged..." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___6359553) RV Rebecca V. Lawyer > "The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___6359553) MD Mike D. Principal > "The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___7049635) HJT Himanshu Jasvantray T. Solicitor > "It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6579756) SW Spencer W. Director > "It seems entirely unsuitable for any level of law firm. Although we would have been forced to something better with our growth,..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615) JM Jamie M. Director > "After hacking through the very long set up process (years) and very steep learning curve (we're lucky we're strong with IT)" [See full review](https://www.capterra.com/p/139923/Actionstep/#GetApp___4994045) LD Lisa D. Partner > "Have not seen a remedy for this because AS just refers us to our own IT but we have filters and the bots are coming in through AS..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6023046) LD Lisa D. Partner > "The client management and task automation is incredibly helpful." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6023046) GD Guy D. Director > "There is no way to download all emails in a matter, for example, to provide to a consultant for a taxation of costs, or when..." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___3778951) DS Deborah S. Owner > "Very easy to track my paralegal's work as well." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6030767) SW Spencer W. Director > "I would not recommend this product, and regret the hassle of using it temporarily and having to change to a different provider." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615) AR Alison R. Partner > "The time recording and accounting were great to use." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119) DB Dominic B. Principal and Director > "Support has been pretty poor at times." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4871426) AR Alison R. Partner > "Was such a standout performer for a small firm." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119) SM Sandy M. Office Manager > "They offer little support and constantly direct customer to hire expensive "consultants" to address issues that their support..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4560583) AR Alison R. Partner > "I recommended this product to other firms and spoke so highly of this software." [See full review](https://www.capterra.com/p/139923/Actionstep/#SoftwareAdvice___4816119) SW Spencer W. Director > "Increasing cost." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___6052615) Felix P. Senior Administrator > "I particularly like the amount of customization that is possible - as well as the regular product updates, which add interesting..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3481147) JM Jamie M. Director > "Hopelessly inadequate response." [See full review](https://www.capterra.com/p/139923/Actionstep/#GetApp___4994045) KZ Krys Z. Legal Assistant > "The information is organized in such a way as to keep everyone on task, organized and successful in the day to day operations of..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354) PH Peter H. Office Manager > "Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3394113) LB Leslie B. CEO/attorney > "I've been very happy with it, get great customer service when I have a question, and do not know why everyone isn't using it." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4699051) SM Sandy M. Office Manager > "Had we not invested so much already into this system, we would look for something else." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4560583) RD Rebecca D. Attorney > "We are able to easily manage large volumes of cases and keep and associate multiple documents and document types with each file." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2308716) BC Benard C. Office Manager > "It has the worst customer service." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___4682549) KZ Krys Z. Legal Assistant > "Actionstep Webinars are efficient, effective, insightful and when paired with customer support, outstanding." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354) DK Dan K. Attorney / Owner > "Search results are limited to 200, no matter how many contacts you have from that city, and you can only see 10 per page, and the..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761) PK Paula K. Lawyer > "I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480666) PH Peter H. Office Manager > "InfoTrack - One of the reasons we switched to AS and they don't actually integrate in US, even though their website states they..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3394113) KZ Krys Z. Legal Assistant > "Overall the program and support adds to my ability to remain a step ahead in meeting client expectations." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354) RD Rebecca D. Attorney > "It is too easy to save a document to the wrong matter number. When reading portal chats, it scrolls to the bottom automatically..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2308716) KZ Krys Z. Legal Assistant > "Actionstep's fields and layout are intuitive, data is easy to enter, monitor and track." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3482354) DK Dan K. Attorney / Owner > "These are basic things a law office needs to do, and this software is a hindrance to getting work done because of its awful search..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761) BF Bruce F. Attorney > "I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2810598) CC Christopher C. Director > "There are no workable precedents in my field (conveyancing – I also pay $49 for the add on)." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2357699) NM Nigel M. Lawyer > "I have used the product extensively over the last 5 years and would happily recommend it as a platform for legal practice..." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3182601) TS Tyler S. Owner > "Wonky, outdated interface; poor email integration, and terrible customer support. " [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2809809) PK Paula K. Lawyer > "I like the ease of use and intuitive format of the software." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480666) MM Maricatherine M. Paralegal > "Integration in our firm was somewhat difficult only due to time constraints; nothing to do with the product itself." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2298884) TE Tammy E. Paralegal > "It was easy to integrate and allows all team members to access all information from anywhere with an internet connection. " [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2310618) DK Dan K. Attorney / Owner > "Searching for contacts by employer/place of work is impossible." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761) JP Jacob P. Solicitor > "Great interface." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___3480674) AG Andrew G. Director > "The techo people are not trained in real technical problems and use the excuse of putting something to the 'development' team." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760) Daniel Danny R. Principal Legal Director > "The features and functionality built in to Actionstep are amazing." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2265032) Matt M. Chief Paralegal > "It got more and more complicated, too much time was spent navigating rather than getting results." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2238901) MP Melissa P. Attorney/Member > "It is all inclusive - with the exception of acouting" [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2309696) AG Andrew G. Director > "Am on hold now for 25 minutes while I wait for someone with a small understanding to talk to me." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760) DK Dan K. Attorney / Owner > "We like that Actionstep seems to be trying to improve the product." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761) AG Andrew G. Director > "I cannot bill clients." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2369760) MM Maricatherine M. Paralegal > "This, in turn, will save the firm a lot of money." [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2298884) DK Dan K. Attorney / Owner > "Search is terrible!" [See full review](https://www.capterra.com/p/139923/Actionstep/#Capterra___2315761) [View Reviews](https://www.capterra.com/p/139923/Actionstep/reviews/) ## User interface 4.65 (1,727) [Actionstep](https://www.capterra.com/p/139923/Actionstep/) 4.23 (135) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Clio Top features 45/50 - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - AI Copilot - AI Redlining - AI Summarization - Alerts/Notifications - API - Appointment Management - Backup and Recovery - Billable Items Tracking - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Law Research - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Conflict Management - Contact Management - Contract/License Management - CRM - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Deadline Management - Document Generation - Document Management - Document Templates - Email Management - Expense Tracking - Forms Management - Generative AI - Legal Case Management - Mobile Access - Payment Processing - Records Management - Reminders - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Task Management - Third-Party Integrations - Time Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/105428/Clio/#features) Actionstep 44/50 - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - AI Copilot - AI Redlining - AI Summarization - Alerts/Notifications - API - Appointment Management - Backup and Recovery - Billable Items Tracking - Billing & Invoicing - Billing Rate Management - Calendar Management - Case Law Research - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Conflict Management - Contact Management - Contract/License Management - CRM - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Deadline Management - Document Generation - Document Management - Document Templates - Email Management - Expense Tracking - Forms Management - Generative AI - Legal Case Management - Mobile Access - Payment Processing - Records Management - Reminders - Reporting & Statistics - Search/Filter - Secure Data Storage - SSL Security - Task Management - Third-Party Integrations - Time Tracking - Trust Accounting - Workflow Management [See all features](https://www.capterra.com/p/139923/Actionstep/#features) ### Recognition Clio is recognized as a top-rated tool in 5 Capterra Shortlist reports Actionstep is recognized as a top-rated tool in 2 Capterra Shortlist reports ### Deployment & support Clio Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Actionstep Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Clio - By Clio - Located in Canada - Founded in 2007 Actionstep - By Actionstep Software - Located in New Zealand - Founded in 2004 ## Popular Comparisons [Clio](https://www.capterra.com/p/105428/Clio/)[4.65 (1,727)](https://www.capterra.com/p/105428/Clio/reviews/) vs [LEAP](https://www.capterra.com/p/147413/LEAP/)[4.26 (542)](https://www.capterra.com/p/147413/LEAP/reviews/) $49/month Price Contact vendor for pricing 4.5 Features 4.2 4.6 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/105428-147413/Clio-vs-LEAP) [Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.23 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/) vs 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4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/105428-144573/Clio-vs-CARET-Legal) [Actionstep](https://www.capterra.com/p/139923/Actionstep/)[4.23 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/) vs [Amberlo](https://www.capterra.com/p/162674/amberlo/)[4.75 (110)](https://www.capterra.com/p/162674/amberlo/reviews/) Contact vendor for pricing Price $56/month 4.1 Features 4.5 3.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/139923-162674/Actionstep-vs-amberlo)