Home > Legal Software > Actionstep > Actionstep vs Lawcus

Actionstep vs Lawcus

Last Updated: November 18th, 2024

Our analysts compared Actionstep vs Lawcus 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.

Lawcus is an end-to-end practice management software with built-in legal case management, client intake and CRM. Streamline time and expense tracking and set up automated workflows. The legal calendar gives a holistic view of upcoming events, deadlines, hearings and tasks. Closely monitor key performance indicators, pipeline value and financial health with built-in reports and a dashboard.

Provides clients with self-service options through the secure client portal. Access best practice templates for client intake and legal documentation. Pre-fill documents with existing database information and process electronic signatures. Manage operating and trust accounts and accept online payments without added risk.

$60 Monthly

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$34/User, Monthly

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Tailored to your specific needs

Small

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Small

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Large

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Android

Chromebook

Windows

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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

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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.

Hassle-free Trial: Try out the platform for 14 days with anytime cancellation and no credit card details.
Save Time: Avoid repeatable processes with automated workflows.
Increase Cash Flow: Grow the firm’s client base extensively with dedicated lead conversion and client management tools.
Remote Connection: Access important case information and client records from any device with an internet connection.

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.

Case Management: Maintain complete visibility over legal matters with a traditional list view or kanban style bird's-eye view. Identify conflicts of interest via full-text search. Organize matters and contacts via custom fields and groups.
- Legal Matters: Participate in matter-specific conversations and pin significant interactions for future reference. The matter timelines tool recollects all case-specific activities chronologically. Always stay in the loop with continuous updates on task assignments, client intake, messages and payments. Generate on-demand matter summaries detailing any outstanding balances, trust balances, and un-invoiced work in progress.
- Organization: Create custom numbering schemes to assign numbers to legal matters. Arrange cases via customizable labels and tags.
Task Distribution: Break down complex tasks into sub-tasks, delegate them to other staff members and establish realistic deadlines. Set up trigger-based due dates, start dates and automated email notifications for upcoming tasks.
- Task Creation: Design recurring tasks programmed to repeat daily, monthly, annually or periodically. Create private tasks and tasks independent of legal matters. Add multiple team members to a single task and attach notes for future reference.
Time and Expense Tracking: Account for all of the firm’s time and expenses. Directly create invoices from activities and generate UTBMS and LEDES billing codes.
Billing: Supports both flat fee billing, split billing and contingency billing. Get notifications when a client’s retainer balance falls below the minimum amount. Email all clients with open invoices in bulk. Round off time entries and apply default billing rates to all activity items or apply custom rates on time.
- Invoicing: Prepare invoices en masse. Use different templates to create invoices for varied situations. Print, download, delete and process multiple invoices at once. Firms can opt to apply available retainer and trust account funds to invoices automatically.
Legal Documentation: Leverage the workflow automation tool to quickly create documents from built-in templates. Store an unlimited number of documents in default folders sorted by practice areas. Create documents for specific contacts within merged fields. Petition clients for particular files with purpose-built request forms.
Integration: Integrate with Dropbox, Box, Google Drive and OneDrive to simply drag and drop documents from cloud storage. The Quickbooks integration automatically synchronizes accounting data from clients, invoices and payments. Email and calendar integrations include Google, Office 365 and Outlook. Additional integrations include Zapier, Zoom, LawPay and Exchange.
Client Intake: Streamline the client intake process with preconfigured online intake forms. Use the form builder to create multi-step complex forms based on conditional logic and triggers. Embed online intake forms into the firm’s website to capture leads effectively. Potential clients can save their progress on the form and complete it later.
Electronic Signatures: Accept electronic signatures on agreements generated digitally.
Client Relationship Management: Track lead sources, referrals and the pipeline value of potential clients. Automate follow-ups without utilizing code. Access a live feed of performance metrics on the configurable dashboard.
Accounting: Manage multiple trust and operating accounts. Facilitate easy transfer of funds between accounts. Replenish trust accounts with expedited trust requests for additional funds.
Payments: Generate and share secure online payment links for quicker payments. Accept credit cards for both trust and operating account payments.
Workflow Automation: Design automated workflows with triggers based on rules, conditions and actions. Seamlessly automate anything from administrative activities and repetitive tasks to reminders and client engagement strategies.
Legal Calendar: Always stay on top of deadlines, upcoming events, essential client touchpoints and hearing with the built-in legal calendar.
Reporting and Analytics: Leverage a customizable dashboard and flexible visual formats to track real-time performance metrics. Anticipate the value of works in progress. Break down total outstanding revenue to identify invoices awaiting payment and overdue bills.
- Lead Reporting: Run built-in reports on lead trends, source, pipeline value, conversion rate and referrals. Identify the prominent reasons behind failed conversions and track the number of leads lost due to each cause. Drill deeper into conversion rate data to know the dollar value of conversions in every practice area.
- Custom Reports: Create tabular reports with custom parameters and fields, such as invoice history, matter balance summary, general client ledger, accounts receivable and more.
Client Portal: Provide clients with a secure communication module. Lawyers and counsels can answer questions, share documents, request files, assign tasks to and schedule appointments with clients.
Security: Safeguard client data with two-factor authentication.

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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.

96%

of users recommend this product

Lawcus has a 'excellent' User Satisfaction Rating of 96% when considering 103 user reviews from 3 recognized software review sites.

4.2 (3)

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4.2 (11)

4.7 (9)

4.34 (119)

4.8 (47)

4.4 (108)

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4.2 (1)

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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.

Client Intake & CRM: Lawcus streamlines client intake with custom forms and automated workflows, ensuring a smooth onboarding experience and efficient data management.

Matter Management: The platform allows users to organize case files, deadlines, and tasks effectively, providing a centralized hub for all case-related information.

Time Tracking & Billing: Lawcus simplifies timekeeping with its intuitive interface and automated timers, making it easy to track billable hours accurately and generate invoices efficiently.

Communication Tools: Integrated email and secure messaging features facilitate seamless communication with clients and colleagues, keeping everyone informed and connected.

Reporting & Analytics: Lawcus provides insightful reports on key metrics such as billable hours, revenue, and client activity, enabling data-driven decision-making.

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: Lawcus offers limited options for customizing workflows, which can be frustrating for firms with unique processes or those requiring a high degree of tailoring. For example, automating specific document generation or client intake procedures may not be possible without extensive workarounds.

Learning Curve: The software's interface, while generally considered user-friendly, can present a learning curve for new users due to its extensive features and functionalities. Navigating through the various modules and understanding the intricacies of task management or billing procedures may require additional time and training.

Integrations: While Lawcus integrates with several popular applications, the range of available integrations may not be as extensive as some competitors. This can limit connectivity with existing tools used by law firms, potentially requiring manual data transfer or additional subscription costs for third-party integration platforms.

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.

Lawcus has carved out a niche for itself in the legal tech space, attracting a loyal following of users who appreciate its unique blend of features and affordability. Reviewers frequently highlight the platform's intuitive interface and user-friendly design, making it easy for legal professionals to adopt and integrate into their workflows. The customizability of intake forms, automated workflows, and client portals is a significant advantage, allowing firms to tailor the software to their specific needs and processes. Lawcus's competitive pricing structure, especially compared to industry giants like Clio and MyCase, makes it an attractive option for solo practitioners and small to medium-sized law firms seeking a cost-effective solution without compromising functionality. While Lawcus receives praise for its core features and ease of use, some users note areas for improvement. The mobile app's functionality is sometimes seen as lagging behind the desktop version, and integrations with third-party applications could be more extensive. Additionally, while the customer support is generally responsive, some users desire more comprehensive documentation and resources for troubleshooting and self-help. Despite these limitations, Lawcus remains a compelling choice for legal professionals who prioritize a user-friendly interface, customizable workflows, and competitive pricing. Its focus on automation and client communication tools makes it particularly well-suited for firms looking to streamline their operations and enhance client satisfaction.

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FAQ

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