Actionstep vs CosmoLex

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.

CosmoLex is cloud-based law practice management software for small and mid-sized firms. It brings matter management, trust and business accounting, time tracking, billing, payments, email and document management, tasks, and calendaring into one application. Emails, tasks, events, documents, billable items, and transactions are attached to their client matter. Each plan includes a secure client portal, and teams can use multiple accounts, role-based permissions, custom workflows, and real-time collaboration. Trust accounting includes three-way reconciliation and audit trails, alongside more than 100 real-time reports. Security provisions include SOC 2 Type 2 certification, encryption in transit and at rest, and SMS two-factor authentication. CosmoLex integrates with services including Microsoft 365, QuickBooks Online, Dropbox, and Zapier; Zapier connects it with over 4,000 applications. It runs on the web, Android, and iOS. Plans start at $49 a month per user. The 10-day trial requires no credit card, but has one bank-feed connection and excludes CRM and LexShare/LexSign add-ons.