Home > Legal Software > Actionstep > Actionstep vs CASEpeer

Actionstep vs CASEpeer

Last Updated: November 18th, 2024

Our analysts compared Actionstep vs CASEpeer based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

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.

CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.

$60 Monthly

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$79/User, Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

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

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

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.

Minimize Time to Market: Transition to the platform faster with purpose-built integrations and no necessary customizations.
24/7 Available Support: Offers continuous customer support to improve resolution rates. Ensure availability in case of emergency with multiple support channels.
Simple User Interface: Make transitions quickly through an easy-to-use interface and unlimited user training.
Easy Reporting: Access multiple checklists and reports designed to evaluate and record case details.
Ensure Scalability: Introduces new features and regular patches to keep the platform up-to-date and scalable.

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.

Personal Injury Case Management: Track everything case-related, from timelines and tasks to litigation and documentation.
- Case Timelines: Follow case timelines to monitor and evaluate case progression and team communication.
- Tasks: Assign responsibilities to team members with clear-cut deadlines, priority levels and reminders. Notify all relevant parties when a task is assigned and completed. Set up trigger-based workflows to dictate case assignments.
- Litigation: Best practice litigation tools provide visibility into deadlines, discovery requests, defense counsels and expert witnesses.
- Medical Treatment: Maintain a detailed record of injuries, doctor’s appointments, payments, bills and more.
Security: Secure confidential information with rolling backups and server redundancy controls. Hosted on Amazon Web Services for maximum protection.
Client Experience: Channel all customer interaction and communication through one place. Clients can view the firm’s contact information and send emails to caseworkers. Attorneys can send images, messages, documents and notes whenever required.
- eSignature: Electronically sign contracts, intake forms and fee agreements. Choose from a variety of e-signature templates and get real-time progress reports.
- Client Portal: Control access to the client portal and critical information. Attach client contact details and documents to related cases.
Practice Management: Simplify practice management with automated processes. Implement workflows for document management, status updates, task assignments, notes, accounting and more.
Legal Calendar: Manage reminders, important events, deadlines, litigation and more in real time. Automatically sync with pre-existing calendars, including Outlook, Google, Office 365, Exchange and iCal. Access relevant case files directly from calendar entries.
Accounting: Communicate with the accounting department to recover all case-related expenses. Integrate with external accounting applications, such as QuickBooks Online and Soluno. Simultaneously manage both trust and operating accounts and log all trust transactions.
Documentation: Store an unlimited number of files and flag faulty documents. Manage editing permissions and file access on the go. Integrates with Onedrive and Dropbox.
Case Leads: Leverage best practice intake forms to record lead data. Automatically collect relevant details, including incident type, referral source and injury checklist. Assign lead values based on intake checklists and prioritize follow-ups accordingly.
- Intake Window: Track the performance of intake managers and marketing campaigns.
Automation: Implement automated workflows to synchronize litigation deadlines with jurisdictional court rules. Set up custom workflows to assign tasks based on client information and case status.
Reporting: Choose from various tried and tested reports to monitor the firm’s financial health. Access latest data-driven insights, including team performance, conversion rates, personal injury KPIs, marketing ROI, turnaround time and more.
- Marketing ROI: Get in-depth insights into the firm’s ROI. Evaluate leads obtained from marketing campaigns, referrals and other sources and compare them against retention and resolution rates.
- Resource Optimization: Run reports on leads, costs, productivity, statutes and more. Get real-time visibility into financial and administrative processes. Use cloud-searching capabilities to locate the right information at the right time.
- Performance Benchmarking: Monitor team performance metrics and compare them against industry benchmarks. Identify high-performing attorneys, track engagement rates and set individual performance goals. Provide additional support to employees with recurring issues.

Product Ranking

#25

among all
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#36

among all
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Analyst Rating Summary

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User Sentiment Summary

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.

97%

of users recommend this product

CASEpeer has a 'excellent' User Satisfaction Rating of 97% when considering 77 user reviews from 2 recognized software review sites.

4.2 (3)

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4.2 (11)

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4.34 (119)

4.81 (47)

4.4 (108)

4.9 (30)

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Awards

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.

Intuitive Interface: Users praise CASEpeer's user-friendly design, highlighting its ease of navigation and logical layout, which simplifies case management.

Comprehensive Features: CASEpeer is lauded for its wide array of features, including document management, calendaring, communication tools, and reporting functions, streamlining legal workflows.

Robust Reporting: Users appreciate the detailed reports generated by CASEpeer, providing valuable insights into case progress, staff performance, and overall firm productivity.

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.

Limited Customization: Users express frustration over the inflexibility of templates and the inability to tailor them to specific case types or jurisdictional requirements.

Steep Learning Curve: Navigating the software's features and understanding its functionalities can be challenging, especially for those unfamiliar with legal technology.

Occasional Glitches: While generally reliable, some users report experiencing occasional software glitches or bugs that disrupt their workflow.

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.

Is CASEpeer the "case closed" solution for your personal injury law firm? Recent user reviews suggest that CASEpeer stands out for its intuitive design and robust reporting features, making it a breeze to track case progress and firm performance. Users rave about the platform's user-friendliness, highlighting its ease of use even for team members who aren't tech-savvy. The comprehensive reporting capabilities provide valuable insights into key performance indicators, empowering firms to make data-driven decisions and optimize their operations. However, some users have pointed out that CASEpeer's feature set, while strong for personal injury law, might not be as extensive as some competitors like Clio or MyCase, which offer a broader range of functionalities. This suggests that CASEpeer is best suited for personal injury law firms seeking a tailored solution that streamlines their specific workflows and provides in-depth reporting for this practice area. While it may not be the "jack of all trades" in the legal software market, CASEpeer's laser focus on personal injury makes it a powerful tool for firms specializing in this field.

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FAQ

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