Actionstep vs Clio Accounting
Actionstep
actionstep.comClio Accounting
clio.comSide by side
| Figure | Actionstep | Clio Accounting |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 8 | 4 |
| Spec score · Trust Accounting Software | 8.2 (#13) | 9.2 (#1) |
| Spec score · Law Firm Accounting Software | 8.2 (#7) | 9.2 (#1) |
| Spec score · Legal Trust Accounting Software | 8.1 (#17) | 9.2 (#3) |
| Headquarters | Denver, Colorado, United States | Vancouver, Canada |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | Clio advertises more than 250 app integrations, including QuickBooks, Xero, OneDrive, Google Drive, Dropbox, Box, NetDocuments, Gmail, Outlook, and Zapier. |
| Security controls | Security includes AWS, multi-factor authentication, and single sign-on. | Clio says data is encrypted with TLS 1.2 or higher in transit and AES-256 at rest, with geo-redundant AWS hosting and monitored backups. |
| Trust accounting | Yes | It separates earned and unearned funds, reconciles trust and operating accounts, and provides trust ledgers and reconciliation reports. |
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
Clio Accounting
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced 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.
Clio Accounting
Clio Accounting is legal and trust accounting software for legal professionals and law firms. It provides a system of record for firm finances and automates financial workflows, transaction matching, and reconciliation. The software keeps earned and unearned funds separate, reconciles trust and operating accounts, and provides ledger and reconciliation reports. Financial features include accounts receivable and payable, vendor and expense management, cash-flow oversight, and tax reports; bank transactions are matched to the firm's books automatically. Accounting is included with Clio plans from Starter upward, but it cannot be bought on its own and requires a Clio Manage subscription. Starter is listed at $49 a month, billed per user, and includes Clio Manage, legal accounting, and trust and operating reconciliation. Clio supports more than 250 app integrations, including QuickBooks and Xero, and offers an API for custom integrations and workflow automation. It is available on web, Android, iOS, and through an API. Clio was founded in 2008 and is headquartered in Vancouver, Canada.