Actionstep vs Gavel

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.

Gavel offers two legal software products: Gavel Exec for AI contract review and drafting, and Gavel Workflows for automating legal documents. Exec works in Microsoft Word and online, where it can review, redline or draft contracts, apply playbooks, compare terms with market data and explain changes. Workflows converts client intake answers and templates into Word documents and PDFs using structured workflows. Listed integrations include Clio, Zapier, DocuSign and Stripe; API access is available on higher tiers. Gavel says its products are designed for transactional attorneys, law firms and legal teams. Exec is SOC 2 Type II certified. Gavel also says data is encrypted in transit and at rest, undergoes regular third-party security testing, and that Exec has zero-retention commitments with AI providers. Workflows plans have tier-specific workflow and usage limits. Lite costs $83 a month, while Scale costs $417 a year. Exec has a free trial with 25 queries per user; its paid plan costs $160 a month or $1740 per user billed annually.