Actionstep vs BHL Insight
Actionstep
actionstep.com
BHL Insight
bhl.com.auSide by side
| Figure | Actionstep | BHL Insight |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 8 | 0 |
| Spec score · Legal Document Management Software | 8.1 (#8) | 8.1 (#9) |
| Spec score · Trust Accounting Software | 8.2 (#13) | 8.1 (#15) |
| Spec score · Legal Practice Management Software | 8.1 (#55) | 8.0 (#64) |
| Spec score · Legal Trust Accounting Software | 8.1 (#17) | 8.1 (#18) |
| Document automation | Documents and emails can be personalized and generated in seconds. | SpeediDocs connects Microsoft Office with a firm's matter and client system so emails, spreadsheets, Word files, PDFs, and correspondence can be saved to matters, with customizable templates. |
| Headquarters | Denver, Colorado, United States | Sydney, New South Wales, Australia |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | BHL says Insight interfaces with Microsoft Office, Outlook, Hummingbird, iManage, Worldox, and other third-party products. |
Plans
Actionstep
- Practice ManagementPriced on request
- Legal AccountingPriced on request
- BuilderPriced on request
- CapturePriced on request
- Trace – AI Time CapturePrice not published
- Acumen – Embedded AnalyticsPrice not published
- Acumen - Embedded AnalyticsPriced on request
- Trace - AI Time CapturePriced on request
In their own words
Actionstep
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.
BHL Insight
BHL Insight is legal practice management software for law firms, bringing accounting, document handling, and connected workflows into one system. Its functions include financial and trust accounting, time and fee recording, billing, client accounting, document management, and document assembly. Firms can install it on a local device or server, or access it remotely through the cloud. BHL describes Insight as using a single relational database, and says client data is accessible to other applications. Its Liberty browser interface provides access to contacts, clients, matters, fees, tasks, and documents, and can create cheque requests and sundries or display bills. SpeediDocs connects Microsoft Office with client and matter records, using customizable templates to save emails and files to matters. Insight interfaces with Microsoft Office, Outlook, Hummingbird, iManage, Worldox, and Visualfiles. Liberty supports computers, tablets, iOS, Android, and Windows Phone, and requires Insight version 9.1. Cloud editions have a three-user minimum. Pricing is on request.