Actionstep and Clio are cloud-based legal practice management software (BPMS) solutions on the market. Both platforms offer a wide range of features to help law firms manage their cases, clients, finances, and documents. In this blog post, we will compare Actionstep and Clio on key features, pricing, and user reviews.

Actionstep

Actionstep is a practice management software designed to empower law firms with customizable automation, efficient collaboration, and powerful tools to enhance productivity and client service.

Pros 

• Can be highly customized to fit the unique needs of a law firm. Users can create tailored workflows, document templates, and automation
• The calendar feature is great.
• Document assembly tools are very powerful 

Cons

• Due to high customization options and diverse features, Actionstep has a steeper learning curve for new users. Training and familiarization could take some time.
• Offers limited integrations compared to other software solutions. This could be a drawback if your firm heavily relies on specific integrations.
• Pricing tends to be on the higher side, which might be a deterrent for smaller firms with budget constraints.
• Users might find the interface less intuitive compared to other software, which could impact the speed at which they adapt to the platform.
• Customer support can be slow, especially during peak hours. 

Actionstep Pricing

Actionstep offers three pricing plans designed to cater to different sizes of law firms and their specific needs. Here’s an overview of Actionstep’s pricing plans:

• Essential: Starting at $49 per user per month
• Collaborative: Starting at $89 per user per month
• Enterprise: Starting at $149 per user per month

What customers are saying about Actionstep

Hopeless Customer Service – Technical Staff not technical – Accounts do not work. (Review from capterra)

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 capabilities. (Review from capterra)

ActionStep is difficult to setup. I suggest working with a consultant which increases cost. (Review from trustradius)

Options for integration with accounting and invoicing software is fairly limited. Learning curve is a bit steeper than other cloud-based systems. (Review from softwareadvice)

Clio

Clio is a cloud-based law practice management software that helps lawyers better manage their day-to-day operations, providing the necessary tools such as document automation, billing, and calendars, 

Pros

• Provides seamless integration with an impressive selection of over 200 third-party solutions.
• Clio offers the advantage of flat fees and LEDES billing options as part of its base subscription.
• Free migration support as part of your solution’s base subscription to ensure data and information are accurately transferred

Cons

• Clio’s pricing can be a significant factor depending on the size of your firm and the features you require, 
• Limitations in its accounting functionality compared to other case management software
• Very little customization available, billing is not very good, and reminders and tasks are very basic
• Document automation can be improved

Clio Manage Pricing

Clio Manage offers a range of pricing plans tailored to different needs. The cost varies based on the number of users, features, and support level required. Here’s an overview of Clio Manage’s pricing plans:

• Starter plan: $49 per user per month
• Boutique plan: $69 per user per month
• Elite plan: $109 per user per month
• Suite plan: $125 per user per month

What Customers Are Saying About Clio

Document automation is TERRIBLE and invoicing just means linking to Quickbooks. (Review from Softwareadvice)

It lacks a mobile app support which is a major disadvantage. It basically limits usability.  (Review from softwaresuggest)

Seems that they are unable to actually solve this problem. Do NOT select their online payment option, if you have any institutional clients or any clients that prefer to pay by check, eCheck, or ACH (Review from Capterra

Actionstep vs Clio: Feature Comparison

DigitsLaw: A Better Choice For Your Legal Practice 

Tired of juggling multiple legal practice management software subscriptions? DigitsLaw is an all-in-one solution that can help you streamline and simplify your law firm’s day-to-day operations. Whether you’re a solo lawyer, a small firm, or you have law firms in major cities, we can meet the unique needs of your legal practice. Our simple and intuitive tool offers the most organized way to manage your law firm, clients, cases, billing, accounting, and more

How does DigitsLaw compare to Actionstep and Clio? We have highlighted the reasons why DigitsLaw is the leader in legal practice management software. Check out the table below to understand why you should choose DigitsLaw for your legal practice.

Our intuitive and user-friendly platform provides a centralized location to manage clients, cases, billing, accounting, and more. DigitsLaw seamlessly provides comprehensive accounting functionalities in an all-in-one solution. This means you can effortlessly manage your law firm and your client’s financials, track expenses, generate invoices, and gain real-time financial insights, all within a single, intuitive interface. 

Key features of DigitsLaw

• Client Management – Effortlessly manage client information, contacts, and documents,
• Case Management – Stay up-to-date with your active, pending, or completed matters. 
• Client Portal – Enhance collaboration and communication with a secure client portal.
• Billing & Payments – Keep up your cash flow and profit margin. 
• Trust Accounting – Separate your client trust funds from operating funds seamlessly 
• Time Tracking – Capture time entries accurately from anywhere using the mobile app.
• Conflict Check – Conduct comprehensive checks in seconds before onboarding a new client.
• Multi-Currency – Build a global clientele. Get paid, in the currency of choice.
• Client Intake Form – Simplify your client intake process with customizable online forms

DigitsLaw Pricing

Free Trial: Try DigitsLaw for free for 7 days. No credit card is required. You’ll have full access to all of our features, so you can see for yourself how we can help you streamline your legal practice and save time and money. 

Demo: If you prefer, you can schedule a free demo with one of our experts. We will walk you through DigitsLaw and answer any questions you have.

How to Migrate To DigitsLaw From Actionstep Or Clio 

Want to migrate from your present legal practice management software to DigitsLaw? Here’s how easy it is:

1. Book a free demo with our customer support team
2. Decide on the best plan that works for you
3. We will work with you and provide training on how to migrate successfully.