Actionstep vs Centerbase
Actionstep
actionstep.comCenterbase
centerbase.comSide by side
| Figure | Actionstep | Centerbase |
|---|---|---|
| Price from | — | $19/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| Windows | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 8 | 1 |
| Spec score · Legal Tech Software | 8.1 (#8) | 8.5 (#3) |
| Spec score · Legal Practice Management Software | 8.1 (#55) | 8.6 (#23) |
| Spec score · Legal Payments Software | 8.1 (#17) | 8.4 (#13) |
| Spec score · Legal Client Portal Software | 8.1 (#18) | 8.5 (#10) |
| Spec score · Legal Case Management | 8.1 (#9) | 8.3 (#7) |
| Spec score · Law Practice Management | 8.1 (#9) | 8.4 (#6) |
| 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 |
| Headquarters | Denver, Colorado, United States | A Centerbase announcement identifies the company in Dallas, Texas. |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | The features page lists Microsoft Office, QuickBooks Online, LawToolBox, NetDocuments, iManage, and Plaid integrations. |
| Mobile apps | Yes | Yes |
| 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
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.
Centerbase
Centerbase is an AI-powered platform for midsize law firms, bringing billing, accounting, matter management, and firm intelligence into one system. Its firm operations tools cover timekeeping, billing, trust and firm accounting, document and matter management, and workflow automation. Client intake, intake forms, a client portal, document automation, time tracking, billing and payments, and trust accounting are listed capabilities. Centerbase IQ lets users ask questions about firm data in plain language and returns answers with the underlying records identified. Microsoft Office, QuickBooks Online, LawToolBox, NetDocuments, iManage, and Plaid are listed integrations. Connections to Outlook, Word, and SharePoint support email, document, and file workflows. Mobile apps for iOS and Android let users record time and access bills, matters, contacts, and documents; SecureChat is a premium feature. The web application recommends Google Chrome. Pricing is available on request. Centerbase Payments is listed at $19 a month, billed Monthly Pricing; processing fees also apply.