Home > Legal Software > Actionstep > Actionstep vs ProLaw

Actionstep vs ProLaw

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Our analysts compared Actionstep vs ProLaw 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
ProLaw 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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ProLaw is an end-to-end solution designed for law firms to streamline and manage different aspects of their businesses. It provides inclusions to coordinate and support the processes of various facets of the firm, including executive, legal, IT and finance. It provides a cover-all integration with Microsoft Outlook, Word, Westlaw court rules and other popular applications to help lawyers build and maintain a productive, profitable practice.

It provides real-time business intelligence on the health of the firm, enabling access to and management of all important processes on the go with the mobile app and online portal. It offers additional modules, such as card processing, e-billing, legal calendar and researching to address the entire matter lifecycle to service clients more efficiently and effectively. It also provides personalized training options to promote firm-wide literacy.
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$60 Monthly
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$30,000 One-Time
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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
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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  • Improved Profitability: Find the best use of company time and waste fewer resources on repetitive day-to-day tasks using automation. 
  • Built-in Integration: Use Westlaw services for client tasks and directly add cost transactions to bills. 
  • Streamlined Client Service: Stay on top of client obligations and provide prompt service with an up-to-date database of clients, leads and case information. 
  • Rules-Based Calendaring: Efficiently juggle cases across multiple jurisdictions with a legal calendar that automatically calculates deadlines based on Federal and State court rules. 
  • Intuitive File Identification: Locate specific files quickly with the intuitive matter-based search function. 
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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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  • Data Repository: Store and maintain a centrally accessible database of client and lead information. 
  • Conflict Checks: Scan potential clients for possible conflicts of interest before the onboarding process. 
  • Court Docketing and Calendar Management: Synchronize the legal calendar with jurisdictional rules to track deadlines and statutes of limitations. 
  • Case and Matter Management: The centralized database provides instantaneous access to legal documents, matters and contact information. Edit case-related data, appointments and matter information without any hassle. 
  • Time and Expense Management: Simplify the capture of daily activities, maximize the capture of billable time, reclaim client-related expenses, and increase profitability with flexible time and expense tracking options. 
  • Firm-Wide Reporting: Generate preconfigured reports to measure productivity and financial performance. Leverage actionable insights to make swift business decisions. 
  • Contingency Analysis and Disposition: Analyze firm’s financials and client’s net under differing scenarios to prepare flexible settlement strategies. Perform accounting tasks to meet the requirements of contingency-based cases. 
  • Mobile Application: Maintain access to all essential functions while on the move. View, edit and update matter information, track time, save emails, share documents and manage legal calendar remotely with the mobile application. 
  • Firm Reporting: Leverage advanced reporting capabilities to make critical decisions in real time. Build consolidated reports on productivity metrics, client profitability, billings, finances, workflow efficiency, human resources and more. Make edits with the Microsoft toolbar and export reports to Excel with the SSRS Report Builder. 
  • Integrations: Seamlessly integrate with third-party applications to keep all firm data under one environment. Commonly used integrations include Microsoft Outlook, Exchange, HotDocs, Adobe Acrobat Reader, Copitrak, QuickPayroll and more. 
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Product Ranking

#25

among all
Legal Software

#43

among all
Legal Software

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User Sentiment Summary

Great User Sentiment 242 reviews
Good User Sentiment 141 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.

72%
of users recommend this product

ProLaw has a 'good' User Satisfaction Rating of 72% when considering 141 user reviews from 4 recognized software review sites.

4.2 (3)
n/a
4.2 (11)
3.3 (38)
4.34 (119)
3.69 (44)
4.4 (108)
3.7 (43)
4.2 (1)
4.0 (16)

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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Customizable: ProLaw's flexibility allows users to tailor the software to their specific needs, including custom fields, reports, and workflows to match individual preferences and firm-specific processes.
Comprehensive Features: ProLaw offers a wide range of features covering various aspects of law practice management, including time tracking, billing, accounting, calendaring, document management, and reporting, providing a centralized platform for managing legal operations.
Integrations: ProLaw integrates with other software applications commonly used in law firms, such as Microsoft Office and QuickBooks, streamlining data exchange and reducing manual data entry.
Scalability: ProLaw is suitable for law firms of all sizes, from solo practitioners to large firms, as it can accommodate growing data volumes and user bases without compromising performance.
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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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Learning Curve: ProLaw presents a steep learning curve due to its intricate interface and extensive features, often requiring substantial training and ongoing support for users to become proficient.
Customization Challenges: Adapting ProLaw to specific workflows or unique firm requirements can be complex, often necessitating advanced technical expertise or reliance on external consultants, potentially leading to increased implementation costs and delays.
Integration Limitations: Integrating ProLaw with other essential legal software or business applications can pose challenges, potentially hindering data exchange and workflow efficiency, particularly for firms with diverse technology ecosystems.
Reporting Flexibility: Generating customized reports or extracting specific data from ProLaw may require intricate knowledge of the system's reporting tools or necessitate manual data manipulation, potentially impacting efficiency and data analysis capabilities.
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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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If you're a lawyer drowning in paperwork and struggling to keep your firm's finances in order, ProLaw might just be the life raft you need. ProLaw, developed by Thomson Reuters Elite, is a comprehensive legal practice management software that helps law firms of all sizes manage their cases, clients, and finances. It's like having a personal assistant, accountant, and paralegal all rolled into one! ProLaw's strengths lie in its ease of use, comprehensive feature set, and ability to improve efficiency and productivity. Users rave about its intuitive interface and how it streamlines tasks like time tracking, billing, and document management. ProLaw's robust features, including client and contact management, matter management, conflict checking, and document automation, make it a one-stop shop for all your law firm's needs. ProLaw also integrates seamlessly with Microsoft Office, which is a major plus for many users. However, ProLaw does have a couple of drawbacks. Its high price tag can be a barrier for smaller firms or solo practitioners, and its lack of integration with certain other software can be frustrating. Despite these shortcomings, ProLaw is still considered one of the top legal practice management software options on the market. So, who is ProLaw best suited for? Law firms with 10 or more members who are looking for a comprehensive, all-in-one solution to manage their practice will find ProLaw to be a valuable asset. It's particularly well-suited for firms that handle a large volume of cases and clients, as it can help them streamline their workflows and improve their bottom line. If you're looking for a software that can help you take your law firm to the next level, ProLaw is definitely worth considering. Just be prepared to invest a significant amount of money upfront.

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