Actionstep vs CARET Legal
Actionstep
actionstep.com
CARET Legal
caretlegal.comSide by side
| Figure | Actionstep | CARET Legal |
|---|---|---|
| Price from | — | $79/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 8 | 3 |
| Spec score · AI Legal Workflow Automation | 8.2 (#5) | 9.3 (#1) |
| Spec score · Legal Calendar Software | 8.1 (#6) | 9.2 (#3) |
| Spec score · Legal Document Management Software | 8.1 (#8) | 9.2 (#3) |
| Spec score · Legal Tech Software | 8.1 (#8) | 9.2 (#2) |
| Spec score · Legal Practice Management Software | 8.1 (#55) | 9.3 (#3) |
| Spec score · Legal Client Portal Software | 8.1 (#18) | 9.2 (#4) |
| Spec score · Legal Case Management | 8.1 (#9) | 9.1 (#3) |
| Spec score · Law Practice Management | 8.1 (#9) | 9.2 (#3) |
| Billing and payments | Yes | Yes |
| Client intake | Yes | Yes |
| Client portal | The client portal supports secure updates, billing, and information sharing. | Yes |
| Document automation | Documents and emails can be personalized and generated in seconds. | Yes |
| Free plan | No | No |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | Listed integrations include Microsoft 365, Google Workspace, IMAP, Outlook and Word plugins, RMail, HotDocs, OneDrive, NetDocuments and QuickBooks Online. |
| Mobile apps | Yes | Yes |
| Security controls | Security includes AWS, multi-factor authentication, and single sign-on. | The security page describes external penetration testing, 2048-bit encryption, TLS transmission, brute-force countermeasures, daily backups, two-factor authentication and activity logging. |
| Time tracking | Yes | Yes |
| Trust accounting | Yes | Yes |
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
CARET Legal
- Enterprise$79 a month
- Enterprise Plus$99 a month
- Enterprise Insights$119 a month
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.
CARET Legal
CARET Legal has no write-up on Specifiction yet; its figures are above.