--- title: "Actionstep Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Actionstep Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more." source_url: "https://www.capterra.com/p/139923/Actionstep/" page_type: "product" language: "en" --- # Actionstep Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Actionstep ## What is Actionstep? Actionstep is one of the highest-rated legal practice management solution built for midsize law firms. It connects client intake, matter management, billing, trust/client accounting, and document automation in a single system. By unifying workflows across lawyers and administrators, Actionstep helps firms reduce inefficiencies, eliminate double entry, and deliver better client service. With adaptable workflows, firms can align processes to practice areas and maintain compliance with professional obligations. Actionstep’s cloud-based platform ensures that practice management is accessible anywhere and always empowering your team to operate with confidence, consistency, and control. ## What is Actionstep used for? [Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Trust Accounting](https://www.capterra.com/trust-accounting-software/) Top alternative Featured Overall rating Based on 135 user reviews Reviews sentiment Positive 84% Neutral 10% Negative 7% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Actionstep?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.actionstep.com&name=Actionstep) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Actionstep 4.2 (135) VS. [4.7 (1,744)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price Contact vendor Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (134) Ease Of Use 4.6 (1,739) Value For Money 3.9 (99) Value For Money 4.5 (1,530) Customer Service 3.9 (121) Customer Service 4.7 (1,579) ## Actionstep alternatives [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (158)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.7 (529)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/139923/Actionstep/alternatives/) ## FAQs about Actionstep Overview ### What problems does Actionstep solve? Actionstep solves missed legal deadlines, scattered case information, manual document drafting, and unclear task ownership by turning firm procedures into customizable workflows with automatic assignments, templates, and centralized matter dashboards. Law firms, supervisors, paralegals, and legal operations teams benefit most from better process visibility, time tracking, reporting, and client document exchange. Answer based on 38 reviews Overview ### Which roles and teams benefit most from Actionstep? Actionstep is most used by legal professionals such as attorneys, lawyers, solicitors, paralegals, and legal assistants who need to manage matters, documents, billing, and client communications. Firm owners, partners, directors, and office administrators benefit from workflow automation, operational oversight, financial tracking, and smoother coordination across legal and administrative teams. Answer based on 128 reviews Overview ### What company size and industries is Actionstep built for? Actionstep is built for small law firms, with 99% of reviewers from small businesses and 62% in Law Practice. It serves business-minded legal teams that want to simplify work and automate firm-specific processes, with another 31% of reviewers in Legal Services and limited use outside legal, including 2% in Accounting. Answer based on 135 reviews Features and Usability ### What are the key features of Actionstep? Actionstep includes core legal practice management features like case management, client management, time tracking, billing and invoicing, and trust accounting. Its main differentiator is workflow customization, with automated tasks, deadlines, document generation, and secure client portals. Reviewers also frequently mention email integration and reporting for managing firm operations. Answer based on 59 reviews Integrations ### Which third-party tools and platforms does Actionstep integrate with? Actionstep integrates with more than 20 third-party tools, including Microsoft Outlook, Microsoft 365, Gmail, Google Drive, InfoTrack, and 8am LawPay. Official integrations also cover document and storage platforms such as Dropbox, Box, and Docusign, plus CRM and legal tools like HubSpot CRM and NetDocuments. Answer based on 23 reviews Getting Started and Support ### How easy is it to onboard and train a team on Actionstep? Actionstep offers in-person training, live online sessions, webinars, documentation, and videos, but onboarding is mixed. Everyday users, interns, and nontechnical staff often learn basic navigation quickly, while admins and implementation leads usually need more time for setup, customization, and accounting workflows. Larger or more complex firms may need guided help. Answer based on 17 reviews Getting Started and Support ### What customer support options does Actionstep offer, and how do users rate the experience? Actionstep offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as responsive, knowledgeable, and helpful during setup and training. However, others report uneven response times, unresolved tickets, difficulty reaching phone support, outdated help materials, and being redirected to consultants for deeper issues. Answer based on 59 reviews Accounting ### How well does Actionstep handle legal accounting? Actionstep combines legal accounting with matter management, which many law firms find convenient for billing, trust accounting, and firm finances. Small firms and bookkeepers often like the integrated setup, but accounting workflows can feel clunky, reports may lack flexibility, and setup, pricing, and issue resolution can be frustrating. Answer based on 36 reviews ## Features AI summary Based on 1,608 Law Practice Management reviews Capterra reviewers point to these as the top priorities when choosing law practice management software: - **Legal Case Management** (**68%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**69%**) - **Document Management** (**49%**) Actionstep supports all three features that matter most to buyers: **Legal Case Management**, **Billing & Invoicing**, and **Document Management**. Together, these capabilities help law firms keep case details organized, manage client billing accurately, and store important files in one place, allowing teams to work more efficiently and maintain better control over daily legal operations. Legal Case Management 4.0 (14) 50.00% of 14 reviewers that rated this feature as important or highly important Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Document Management 3.6 (17) 41.18% of 17 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Time Tracking 3.6 (13) 53.85% of 13 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) Trust Accounting 4.0 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Manage bookkeeping for client trust accounts Task Management 4.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 3.2 (13) 61.54% of 13 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Actionstep 104 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accrual Accounting: Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Asset Accounting: Manage adding fixed assets to proposed budgets - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automatic Backup: Data is backed up automatically to prevent data loss - Automatic Billing: Setup and send recurring or automated bills - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Bulk Send: Process of sending a large number of documents, messages or emails to multiple recipients at once - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Check Writing: Issue payments to third parties via checks - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Conflict Management: Search and check for conflicts of interest or statutes of limitations - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Docket Management: Manage and maintain a detailed record of information and updates associated with each court case - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - General Ledger: Centralized accounting record which tracks all financial transactions - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Multi-Currency: Manage and handle various international currencies - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Payment Processing: Accept, record, and reconcile financial transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Records Management: Ability to record, store, update, and retrieve information - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Trust Accounting: Manage bookkeeping for client trust accounts - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (115) 4.1 Based on 115 reviews ## Pricing Value for money 3.9 (99) Practice Management Pricing not available It includes: - Matter & Case Management - Client Intake & Form Management - Document Management, Assembly, & Storage - Client Relationship Management - Client Portal - Custom Business Reporting - Marketing & Business Development - Client Communication - Advanced Calendaring - Task and Process Management - Data Management - Workflow Automation - Core Accounting Tools - Financial Reporting - Microsoft Office Connection - Access to Powerful Integrations - Enterprise-Level Security - Access to Support Team & Resources - Time Capture - Time Suggestions - Time Sheets - Comprehensive Billing - Trust Accounting - Client Accounting - Compliance Standards Legal Accounting Platform Pricing unavailable. It includes: - Multi-Currency General Ledger - Banking Transactions & Reconciliation - Profit & Loss Statements - Expense and Disbursement Management - Accounts Payable & Receivable - Financial Reporting - Cashflow Management - Budgeting - Forecasting - Revenue Recognition - Payments - Comprehensive accounting in the cloud Value for money 3.9 (99) 3.9 Based on 99 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Box](https://www.capterra.com/p/148766/Box/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) 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. ## Support, customer service and training options Customer Service 3.9 (121) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.9 (121) 3.9 Based on 121 reviews ## User reviews Overall rating 4.2 Based on 135 reviews Filter by rating 5(67) 4(46) 3(13) 2(4) 1(5) Mentioned topic Sorted by most recent MD Mike D. Principal Law Practice ### "Mostly Good " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 November 23, 2025 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. Pros Actionstep is a blank slate that provides plenty of customisation when setting up a law practice, including templates and trust accounting. Cons The interface with Outlook is slightly clunky, which is a big con given how much email is used in today's day and age. Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reasons for choosing Actionstep I moved from Actionstep to Smokeball because I found Smokeball superior. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HP Holly P. Owner Accounting ### "Very Detailed and Customizable CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 17, 2025 I am a new user but so far I have used it to mange my client base and it is more than what I need. Pros In depth features and options. I like the workflows option Cons Quite intensive user set up is needed in order to maximize the potential Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HJ Himanshu Jasvantray T. Solicitor Law Practice ### "Mostly good with some things which can be improved." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 November 13, 2024 I have been a computer user since around 1986/87 and I find that I can work with Actionstep quite well overall, with a rider that every such system can be improved and have downsides. Pros It is easy to use and very helpful as it can be accessed from anywhere as such where internet connection is available. Cons 1\. Now, they do not have single use licence anymore (a very big downside for persons like me who are planning to have a single user licence). 2. The creation of templates process can be easier and user-friendly. 3. The law-firms have Individuals and Companies as clients and also Family Trusts, Partnership Firms etc. and there are only two options - for individuals and for companies. which is limiting. Many things can be improved proactively. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RV Rebecca V. Lawyer Law Practice ### "Buyer beware " 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 June 26, 2024 POOR. I actually liked the system the Support and costs have sent me actively searching the replacement. Pros I liked the systems capabilities. The concepts are perfect and functionality outstanding, IF YOU HAVE AN IT DEGREE AND 1000hrs to set it up. Cons VERY POOR SUPPORT. Their Business model -- purchase the product, they give you 15 hrs free education, then once that is used up you get charged exorbitant fees or referred to their affiliates, one that I was referred to had no idea and the templates were multi coloured font colours, then referred to another who was an "owner" of Actionstep... once I identified their business model ... signing everyone up, limited contact support, and the assistance you get is so generic, that eventually forces you to sign up to the outsiders that are actually insiders. DEPLORABLE ethics and business model in my mind. POOR XERO AND ACTIONSTEP integration SUPPORT and SYSTEM FLOWS WERE NEVER EXPLAINED Reasons for choosing Actionstep I had used Actionstep as a user prior. The firm I worked for had an admin person doing data entry, however had also purchased external help and hours that cost well over 10k. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC charmaine C. Practice Manager Legal Services ### "Actionstep review" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 May 7, 2024 I was frustrated at the start but online help was reasonable but not as good as live Technical Trainers Pros It is easy to navigate once you know what it can do and it is inexpensive to purchase and maintain, especially if you have a small firm. Cons The billing module could be easier and a live visit from technician would have bee wonderful at the start instead of having to learn everything online which took forever. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RJ Ryan J. Director Law Practice ### "Watch out for this company" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 1/10 March 27, 2024 Pros Works on Mac. Functions well most of the time. Cons Annual subscription went from $1,306.80 in 2023 to $5,794.80 in 2024 - that's 450% in 1 year. An absolute joke! For a sole practitioner it's unaffordable. Have been using the platform since 2018 and the entire practice is structured around Actionstep - trust accounting, bank accounts, Xero and all clients. To migrate to another platform will cost a fortune. They've baited customers at a low price, then taken advantage of them. Also, terrible customer support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SW Spencer W. Director Legal Services ### "We regret using Actionstep" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 November 30, 2023 We started using Actionstep in 2019 but we quickly realised that it was not suitable for small law firms. The only real attraction for using Actionstep was it used to be cheap but that is no longer the case. We moved software in late 2021 but left a single licence to access historical records. The cost for customisation is expensive through third parties, it has terrible integration regarding document storage, and we were not satisfied with its functionality regarding trust. It was an inferior product and it took less than two years to make the jump to something better. The cost of licences has increased from the cheapest software on the market to one of the most expensive with the necessary integration to make it almost useable. I can't see what type of law firm they could be targeting. It seems entirely unsuitable for any level of law firm. Although we would have been forced to something better with our growth, the only one benefit they had was low cost, and whilst that might still seem partly true, the functionality requires costly integration and it ends up more expensive. I would not recommend this product, and regret the hassle of using it temporarily and having to change to a different provider. Pros It used to be cheap, but that is no longer really the case. Cons Terrible/the worst document management. Limited trust accounting capabilities. Increasing cost. Cost of integration and customisation. Customer service issues. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DS Deborah S. Owner Law Practice ### "Great Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 November 17, 2023 Pros I use this for my estate planning, probate, and elder law practice. The system has built in workflows, which I appreciate, and it grows with my firm. I like the client portal very much and the way I can track documents that I share with my clients and vice versa. Very easy to track my paralegal's work as well. Cons It does take time to learn and customize. Even with all that I use, I am not using it to its fullest capacity. Switched from [8am MyCase](https://www.capterra.com/p/115613/MyCase/) This product has built in functionality for an elder law practice. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LD Lisa D. Partner Law Practice ### "Excellent CRM for lawyers!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 13, 2023 Overall, this is a terrific product worth purchasing! Pros We loved the ability to craft work flows based upon our specific practice. But we also had the flexibility to obtain pre-set work flows as well. The client management and task automation is incredibly helpful. Cons My biggest frustration is that we created a webform so with a couple clicks, staff can create a new potential client matter using that information as it integrates into the software. However, 90% of the webforms are spam that has to be read every day because bots are completing the form. 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 system. This is a huge issue I've spent so much time on and it is the one issue that would make our work lives so much better if it could be remedied. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reasons for choosing Actionstep There were several other products I do not recall because it was 10 years ago; some were not as flexible to create workflows we wanted. Others were not as intuitive in use and we liked the ability to add potential contacts through webforms right into the system. When we are retained, tin with a few clicks transformed into an active client matter. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Romain S. Comptable Accounting ### "Logiciel d'étape d'action" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 24, 2023 Pros Actionstep est un logiciel qui nous propose beaucoup de facile pour les action des droites en tout simplicite Cons Juste quelque development sur les outils Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/139923/Actionstep/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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