Actionstep vs Agiloft Contract Lifecycle Management

Actionstep is legal practice management software that organizes work from client intake through case resolution. Its Practice Management offering includes matter and case management, intake and forms, document management and assembly, a client portal, workflow automation, billing, and trust accounting. Legal Accounting can be purchased separately or added to practice management; it covers general ledger, banking and reconciliation, accounts payable and receivable, payments, trust accounting, and financial reporting, and is available only in North America. Add-on modules include Builder for document templates and matter-data population, Capture for intake forms and document collection, Trace for activity capture and AI-drafted time narratives, and Acumen for dashboards, metrics, and AI-powered questions and explanations. Actionstep connects with Microsoft Office 365 and provides access to integrations. Its mobile app is available for iOS and Android. Security includes AWS, multi-factor authentication, and single sign-on; the company completed a SOC 2 Type 2 examination. Pricing is on request, and no free plan or free tier is stated.

Agiloft Contract Lifecycle Management manages contracts from request and creation through negotiation, approval, execution, obligations, and renewal. Teams can configure workflows, approvals, data models, and automations without code. The contract repository makes information searchable and reportable, including risks, revenue, and obligations. Agiloft Astra answers contract questions, compares language with organizational standards, extracts commitments, and triggers notifications and deadlines. The platform includes approval workflows, renewal tracking, templates, built-in e-signature, and API access. Agiloft lists more than 1,000 pre-built connectors, including Salesforce, SAP, Oracle, Slack, Microsoft Teams, Adobe Sign, DocuSign, Google Workspace, Word, and Outlook. It supports web and API access and both deployment options. The company states SOC 1, SOC 2, ISO 27001, and ISO 27701 certifications. Packages are Essentials, Advanced, and Premium, with prices available on request and no free plan. Agiloft recommends professional services or a certified partner for initial implementation. Support includes a 24/7 portal and business-hours phone service.