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Actionstep vs Lawmatics

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Our analysts compared Actionstep vs Lawmatics 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 User Ratings Analyst Summary Screenshots
Actionstep Software Tool
Lawmatics Software Tool
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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.
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Lawmatics is a comprehensive legal management software designed to streamline various administrative tasks for law firms. It excels in client intake, CRM, marketing automation, and task management, making it particularly suitable for small to mid-sized law firms looking to enhance efficiency and client engagement. Users appreciate its intuitive interface and robust automation features, which significantly reduce manual workload and improve client communication.

Key benefits include improved client retention, enhanced productivity, and a more organized workflow. Popular features encompass automated email campaigns, customizable intake forms, and detailed analytics. Compared to similar products, Lawmatics stands out for its user-friendly design and extensive customization options, which users find particularly valuable.

Pricing typically ranges from $99 to $199 per month, depending on the plan and number of users, with options for monthly or annual payments. This flexibility allows firms to choose a plan that best fits their needs and budget.

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$60 Monthly
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$99 Monthly
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Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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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. 
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  • Enhanced Client Communication: Streamline client interactions with automated email and SMS reminders, ensuring timely updates and reducing missed appointments.
  • Improved Case Management: Centralize all case-related information, making it easier to track progress, deadlines, and important documents.
  • Increased Efficiency: Automate repetitive tasks such as client intake and follow-ups, freeing up time for more critical legal work.
  • Better Client Experience: Provide clients with a seamless onboarding process through customizable intake forms and automated workflows.
  • Data-Driven Insights: Utilize built-in analytics to gain insights into firm performance, client satisfaction, and case outcomes, enabling data-driven decision-making.
  • Enhanced Collaboration: Facilitate better teamwork with shared calendars, task assignments, and real-time updates, ensuring everyone is on the same page.
  • Secure Document Management: Store and manage sensitive legal documents securely with robust encryption and access controls.
  • Customizable Workflows: Tailor workflows to fit the specific needs of your practice, ensuring that processes are both efficient and compliant.
  • Client Portal Access: Offer clients a dedicated portal where they can view case updates, upload documents, and communicate with their legal team.
  • Time and Expense Tracking: Accurately track billable hours and expenses, simplifying the billing process and ensuring no revenue is lost.
  • Seamless Integrations: Integrate with other essential tools such as email platforms, calendars, and accounting software to create a cohesive ecosystem.
  • Regulatory Compliance: Ensure compliance with legal industry standards and regulations, reducing the risk of penalties and legal issues.
  • Scalability: Easily scale the software to accommodate the growth of your firm, whether you're adding new clients or expanding your team.
  • Enhanced Client Retention: Improve client retention rates by providing a more organized, responsive, and professional service.
  • Cost Savings: Reduce overhead costs associated with manual processes and administrative tasks, leading to a more profitable practice.
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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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  • Client Intake Automation: Streamline the client onboarding process with customizable intake forms and automated follow-ups.
  • CRM Integration: Seamlessly integrate with popular CRM systems to manage client relationships and track interactions.
  • Email Marketing: Create and send targeted email campaigns using built-in templates and advanced segmentation tools.
  • Document Automation: Generate legal documents quickly with pre-built templates and automated data population.
  • Task Management: Assign, track, and manage tasks within your team to ensure nothing falls through the cracks.
  • Appointment Scheduling: Allow clients to book appointments online, reducing administrative overhead and improving client satisfaction.
  • Analytics and Reporting: Gain insights into your practice with detailed reports on client acquisition, case progress, and marketing effectiveness.
  • Client Portal: Provide clients with a secure portal to access documents, communicate with your team, and track case status.
  • Workflow Automation: Automate repetitive tasks and standardize processes to increase efficiency and reduce errors.
  • Customizable Pipelines: Visualize and manage your case progress with customizable pipelines tailored to your practice areas.
  • Integrations with Legal Software: Connect with other legal software tools such as Clio, PracticePanther, and MyCase for a seamless workflow.
  • Lead Management: Track and nurture leads from initial contact through to client conversion with robust lead management tools.
  • Text Messaging: Communicate with clients via SMS directly from the platform, ensuring timely and effective communication.
  • Custom Fields: Capture and store unique client information with customizable fields tailored to your practice needs.
  • Client Surveys: Collect feedback from clients with automated surveys to improve your services and client satisfaction.
  • Billing and Invoicing: Simplify your billing process with integrated invoicing and payment tracking features.
  • Security and Compliance: Ensure your data is secure with robust encryption and compliance with legal industry standards.
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Product Ranking

#25

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Legal Software

#29

among all
Legal Software

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User Sentiment Summary

Great User Sentiment 242 reviews
Excellent User Sentiment 22 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.

98%
of users recommend this product

Lawmatics has a 'excellent' User Satisfaction Rating of 98% when considering 22 user reviews from 2 recognized software review sites.

4.2 (3)
n/a
4.2 (11)
n/a
4.34 (119)
4.91 (11)
4.4 (108)
4.9 (11)
4.2 (1)
n/a

Awards

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Lawmatics stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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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Streamlined Client Intake: Lawmatics makes it easy to collect client information and intake new cases, saving time and reducing administrative burden. For example, users can automate intake forms and send them directly to potential clients, eliminating the need for manual data entry.
Automated Communication: Lawmatics automates email and text message communication with clients, ensuring timely updates and reducing the risk of missed deadlines. For example, users can set up automated reminders for upcoming appointments or deadlines, freeing up time for more important tasks.
Improved Client Engagement: Lawmatics provides tools for client communication and engagement, such as online portals and client-facing dashboards. For example, clients can access their case files, track progress, and communicate with their attorneys directly through the platform.
Enhanced Organization: Lawmatics helps law firms organize their cases, tasks, and deadlines, improving efficiency and reducing the risk of errors. For example, users can create custom workflows and assign tasks to team members, ensuring that all tasks are completed on time.
Data-Driven Insights: Lawmatics provides data and analytics to help law firms track their performance and identify areas for improvement. For example, users can track case outcomes, client satisfaction, and staff productivity to make informed decisions about their practice.
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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: Some users have found the platform's customization options to be limited, making it difficult to tailor the software to their specific workflows and needs. For example, some users have reported difficulty in creating custom fields or reports.
Steep Learning Curve: The platform can be complex to learn and navigate, especially for users who are new to legal practice management software. This can lead to frustration and a longer time to get up to speed.
Integration Challenges: Some users have reported difficulties integrating Lawmatics with other essential legal tools, such as accounting software or e-signature platforms. This can create a fragmented workflow and make it harder to manage all aspects of a legal practice.
Customer Support Issues: Some users have expressed dissatisfaction with the responsiveness and quality of customer support. This can be a major concern for users who need help troubleshooting issues or getting answers to questions.
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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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Is Lawmatics the case closed solution for your legal practice? Over the past year, user reviews on Lawmatics have been largely positive, with many highlighting its user-friendly interface as a key strength, especially compared to more complex competitors like LEAP. Lawmatics is praised for its intuitive design, making it easy for even tech-averse legal professionals to navigate and utilize its features effectively. Users specifically appreciate the straightforward approach to client intake, automation, and marketing tools. However, some users note that Lawmatics' simplicity, while a strength for some, can also be a limiting factor. They point out that the platform's pre-built workflows, while extensive, may not offer the same level of customization and flexibility as LEAP's rules-based engine, which allows for more complex automation scenarios. This difference is crucial for firms with unique or highly specific workflow needs that might require more tailored solutions. Overall, Lawmatics emerges as an ideal choice for small to mid-sized law firms looking for an intuitive, user-friendly platform to streamline their operations without the complexity of more feature-rich, but potentially overwhelming, alternatives.

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