Actionstep vs Definely

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.

Definely is a suite of AI tools for lawyers creating, drafting, and reviewing complex contracts in Word. Read surfaces defined terms and cross-references for editing in context, and can list defined, undefined, and unused terms in a Definitions Report. Proof flags incomplete information, inconsistent formatting, and spacing issues. Cascade identifies clauses, definitions, and references that may be affected by contract changes. Enhance lets users ask questions about contracts in natural language and cites relevant clauses and definitions. Vault connects to a document management system to search for and reuse precedent clauses and provisions. Workflow integrations shown include Microsoft Word, iManage, NetDocuments, and SharePoint. Definely runs on macOS, Windows, and the web, and supports Microsoft Word and PDF. Draft and Proof currently work in English and Swedish; the maker says other document languages are not currently supported. Pricing is available on request, and Mac users can start a free 14-day trial. The company offers a Help Center, while enterprise customers may receive dedicated support. Its Trust Centre lists security and compliance items including ISO/IEC 27001:2022, SOC 2 Type 2, GDPR, ISO/IEC 42001:2023, and Cyber Essentials.