Actionstep vs Filevine
Actionstep
actionstep.com
Filevine
filevine.comSide by side
| Figure | Actionstep | Filevine |
|---|---|---|
| Price from | — | Free |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 8 | 4 |
| Spec score · AI Legal Workflow Automation | 8.2 (#5) | 8.1 (#6) |
| Spec score · Legal Calendar Software | 8.1 (#6) | 8.0 (#7) |
| Spec score · Legal Document Management Software | 8.1 (#8) | 8.2 (#7) |
| Spec score · Legal Tech Software | 8.1 (#8) | 8.2 (#6) |
| Spec score · Legal Practice Management Software | 8.1 (#55) | 8.4 (#29) |
| Spec score · Legal Client Portal Software | 8.1 (#18) | 8.2 (#14) |
| Spec score · Legal Case Management | 8.1 (#9) | 8.1 (#10) |
| Spec score · Law Practice Management | 8.1 (#9) | 8.0 (#10) |
| 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 |
| Free plan | No | No |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | Filevine lists native integrations across billing and timekeeping, email and calendar, data visualization, law management, and communication. |
| Mobile apps | Yes | No |
| Time tracking | 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
Filevine
- Custom quotePrice not published
- Custom quotePriced on request
- LOIS ExploreFree
- Filevine packagesPriced 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.
Filevine
Filevine provides tools for complex legal work, including matter and document management, client communication, intake, depositions, drafting, billing and business analytics. Matter Management tracks tasks, contacts, deadlines and calendars. Document Management organizes files, supports advanced search and enables secure sharing. Intake tools capture, qualify and route leads, including through AI-powered features; client intake forms and a client portal are also listed. Deposition tools cover scheduling, live transcription, AI summaries and a searchable library. LOIS AI Drafting generates, edits and reviews documents using matter context, with human-verified output. The Matters package includes time tracking, invoice management and online payments. Native integrations span billing and timekeeping, email and calendars, data visualization, law management and communication. Filevine describes encryption at rest and in transit, governance controls, and identity and access management, and says it is hosted on AWS. Packages are tailored to the organization, with pricing on request. LOIS Explore is free but does not connect to Filevine Case Management.