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Actionstep vs Amicus Attorney

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Our analysts compared Actionstep vs Amicus Attorney 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 Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Actionstep Software Tool
Amicus Attorney Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (242 Reviews)

Analyst Rating

79 Detailed Analysis

User Sentiment

Good User Sentiment (346 Reviews)
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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Amicus Attorney is a solution for legal practitioners to gain control over all aspects of the firm with ease of access to their clients, cases and documents. It saves time by automating time tracking, billing and invoicing. It also lets users manage legal work, client matters, tasks and deadlines accurately.

Teams can collaborate through a centralized calendar to manage, share and update appointments and deadlines with its event linking, court date calculator and rule-based calendaring. It also offers document management to track and organize case documents and time tracking with time entry assistance. Collect payments faster by tracking client files and generating reminders. Its mobile app ensures access anytime, from anywhere. Improve communication and transparency through its client portal.
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$60 Monthly
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$49/User, Monthly
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Tailored to your specific needs
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Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • 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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  • Save Time and Money: Redirect company time spent on mundane daily tasks to billable client activities with automated workflows. 
  • Remote Access: Get secure access to important modules and legal information via any device with an internet connection. 
  • Automatically Sync With Court Rules: Eliminate any room for malpractice by calculating schedules and deadlines according to Federal and County-based court rules. 
  • Time Tracking Oversight: Recover all the client-related tasks with no recorded time entries using the Time Entry Assistant tool. 
  • Flexible Deployment: Self-host the platform with in-office, local servers or opt for a private cloud-based solution with greater flexibility, stability, security and control. 
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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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  • Case Management: Connect legal cases with associated matters and access them from anywhere in the world. Organize case-related tasks and track deadlines based on jurisdictional rules. 
  • Calendar Management: Improve team collaboration with firm-wide legal calendars. Switch between personal and public calendars, share case updates and track progress seamlessly. Subscribe to legal calendar rule sets for access to jurisdictional rules. 
  • Document Management: Access all legal documents from a single platform and organize them by associated matter. Autofill forms and documents securely with verified client information. 
  • Dashboard: Get an extensive, 360-degree view of calendar events, pending tasks, ongoing cases and firm financials. Automatically identify, filter and feed the most important information directly into the dashboard. 
  • Time and Billing Management: Automatically track time spent on client activities like meetings, appointments, communications, documentation and more. Interact with the billing portal directly to issue invoices for time entries. Add tasks to billing records and minimize non-billable hours. 
  • Payment: Issue invoices and manage payments with the integrated APX PayNow application. Automatically log all transactions and send payment reminders to late clients. 
  • Integrations: Seamlessly integrate with essential third-party applications like Google Apps, QuickBooks, Microsoft Word, Microsoft Outlook, HotDocs, Sage Timeslips and more. 
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Product Ranking

#25

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#38

among all
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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 89 83 100 81 65 67 100 79 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 242 reviews
Good User Sentiment 346 reviews
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.

76%
of users recommend this product

Amicus Attorney has a 'good' User Satisfaction Rating of 76% when considering 346 user reviews from 3 recognized software review sites.

4.2 (3)
3.3 (3)
4.2 (11)
3.8 (159)
4.34 (119)
n/a
4.4 (108)
3.8 (184)
4.2 (1)
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Awards

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SelectHub research analysts have evaluated Amicus Attorney and concluded it earns best-in-class honors for Dashboard and Reporting and Task Management.

Dashboard and Reporting Award
Task Management Award

Synopsis of User Ratings and Reviews

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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Intuitive Interface: Amicus Attorney's user-friendly interface makes it easy to navigate and find the information you need quickly.
Powerful Case Management: Manage cases efficiently with features like document management, calendaring, and task tracking.
Time Tracking and Billing: Accurately track time and expenses, and generate invoices with ease.
Customizable Dashboards: Create personalized dashboards to monitor key metrics and stay organized.
Excellent Customer Support: Amicus Attorney provides responsive and helpful customer support to ensure a smooth experience.
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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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Limited Customization: Users have reported that Amicus Attorney offers limited customization options, making it difficult to tailor the software to their specific needs and workflows.
Steep Learning Curve: Some users have found the software's interface and functionality to be complex and challenging to navigate, requiring significant time and effort to become proficient.
Integration Issues: Users have encountered difficulties integrating Amicus Attorney with other software applications, such as email clients and document management systems, leading to workflow disruptions.
Limited Reporting Capabilities: Users have expressed concerns about the software's limited reporting capabilities, making it challenging to extract and analyze data for business insights and decision-making.
Costly Maintenance: Users have reported that the ongoing maintenance and support costs for Amicus Attorney can be substantial, adding to the overall cost of ownership.
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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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Amicus Attorney is a legal software solution that has received mixed reviews from users in the past year. While some users praise its user-friendly interface and comprehensive features, others have expressed concerns about its occasional bugs and limited customization options. Compared to similar products, Amicus Attorney stands out for its intuitive design and robust case management capabilities. Its ability to seamlessly integrate with other software, such as Microsoft Office and QuickBooks, is also a major advantage. However, it may fall short in terms of advanced features and reporting functionality, which some users find lacking. Ultimately, Amicus Attorney is best suited for small to mid-sized law firms that prioritize ease of use and comprehensive case management. Its intuitive interface and seamless integrations make it an ideal choice for firms looking to streamline their operations and improve efficiency. However, firms with more complex needs or those seeking advanced reporting and customization options may need to consider alternative solutions.

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Screenshots

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