Actionstep Review: Law Practice Management Software
Lawyerist Rating for Actionstep
Rating Breakdown
Our Rating: 4.1/5
Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.
Community Rating: 4.2/5 (based on 5 ratings)
The community rating is based on the average of the community reviews below.
Composite Rating: 4.1/5
The composite rating is a weighted average of our rating and the community ratings below.
4.1/5
What is Actionstep?
Actionstep is cloud-based Law Practice Management Software (LPMS) for law firms with 1-50 users looking for an all-in-one product. Lawyers can use it to manage both front-of-house and back-of-house operations in one place. It covers everything from accounting and billing to email and document automation. Lawyers looking for a comprehensive all-in-one will want to give Actionstep a review.
Starting Cost: custom
- True All-in-one
- Cloud-based
- Client Portal
- Complex Initial Set-up
- Not for Solos
- Basic Templates
Actionstep Review: Law Practice Management Software Features
Customer Experience & Support
/5
Price & Value
/5
Security
/5
Innovation & Future-Proofing
/5
We are a very disappointed small firm.
I consider myself to be very computer-literate and I am proficient with most new technologies.
By way of background, I have had the opportunity to use LEAP and Lexis Nexus (affinity) in the past.
To cut to the chase, I strongly do not recommend Actionstep. I wish I was informed before I committed the implementation (cost is approx. $3000).
Reasons:
The lack of cohesion between :- 1. Actionstep (ie the software provider), -2. the separate company which implements the installation and maintenance; and – 3. The 3rd party add on providers (ie the conveyancing add on is done by a company called Konekta) is problematic and horrendous to navigate. This software is full of issues and there is no accountability by anyone.
The add on providers are extremely difficult to deal with as the only way you can speak with someone is if you log onto their website, and then create a “Ticket” for a call back. This is poorly managed and I have had to wait days for assistance. Ultimately, this service wastes hours of my day and is costing us money.
When issues arise, my experience was that each of the 3 before mentioned parties blame each other and then come up with excuses.
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years – and versions). Very embarrassing and potentially dangerous.
I’m sure this software would be beneficial for a large (100 people +) firm who wants a customizable program. However, if you are a small operation and do not have unlimited resources, you may want to steer clear of this software. I wish I did.
Standout Software - We love ActionStep
The most challenging aspect of Actionstep is the initial setup. The program has powerful flexibility and customizable features but someone must do all the customizing unless you purchase an “add on” through the ActionStep marketplace. Customizing can be done in-house if you have a reliable, tech-savvy person and the ability to map out your workflows. If you don’t have time, tech savvy, or a clear sense of your workflow, it’s best to work with an Actionstep consultant to assist with the initial setup and data migration. Actionstep support staff are available to assist throughout the process of set up and migration. For our firm the end result has been well worth the initial investment of time and energy to set up the processes. We have highly increased productivity, and our attorneys can handle a larger caseload while delegating more effectively to support staff. We aren’t putting out fires and can take nice vacations.
Robust and Adaptable!
Great for Specialty Firms
Easy & User Friendly