Actionstep vs Cabenet

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.

Cabenet is a web-based service combining legal accounting, integrated legal practice management and QBCC construction project trust accounting. Practice-management intake includes AI consultation questionnaires, online identity verification, lead management and conversion of lead data into new matters. AI tools can draft or rewrite documents, insert matter data into emails and documents, and answer questions about matter files. Legal accounting provides unlimited trust and controlled monies ledgers, transfers, reconciliation, statutory month-end reporting, time recording, configurable invoices and financial, billing and fee-earner reports. QBCC accounting includes unlimited Project Trust Account ledgers, a Retention Trust Account cashbook and compliance reporting. Practice management connects with Microsoft 365, OneDrive, SharePoint, Teams, Outlook calendar, email and Outlook To Do. Cabenet was founded in 2001 and says it has continuous national legal profession compliance certification. Data is secured with HTTPS and TLS on cloud servers in Australia. Plans start at A$40 a month for legal accounting (7 or More), ex. GST.