Actionstep vs Contract Express

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.

Contract Express is Thomson Reuters software for assembling standardized legal documents from templates. Its web-based service guides users through questionnaires, document previews, workflows and task management, with pre-automated precedents. It can generate questionnaire forms from information in a template, while AI-assisted authoring uses natural-language processing to answer questions and offer drafting guidance. Small corporate legal departments can use it to create contracts, route approvals and collect e-signatures. Contract Express Author, an add-in for Microsoft Word 2013 and later, turns Word documents into templates; integrations also include Microsoft Excel and iSheets. The product runs on the web, Windows and macOS, and exports DOCX and PDF. A subscription includes pre-automated and best-practice templates from Practical Law. Chat is available to cloud customers on version 9.15 and above, but not in on-premises production environments. Pricing is available on request, and a free trial is listed.