Actionstep vs Lawmatics

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.

Lawmatics is an AI-powered legal CRM and client-growth platform for law firms, combining intake, relationship management, and marketing tools. It automates lead follow-ups, appointment scheduling, and sending engagement agreements for e-signature. Its CRM tracks interactions and supports segmentation, reminders, and pipeline management; marketing features include automated email campaigns and ROI reporting. Listed integrations include Clio, MyCase, Filevine, Smokeball, Outlook, Gmail, Zoom, and QuickBooks. Essential lists 500 contacts; Premium and Enterprise each list 10,000, and additional contacts are sold separately. Lawmatics offers web access and iOS and Android apps, though the mobile app provides streamlined access to key features and mobile capabilities are still being expanded. The company says it is hosted on AWS and has SOC 2 Type 2 and HIPAA compliance verified by AssuranceLab. It states that stored data uses 256-bit AES encryption, transmitted data uses 128-bit SSL encryption, and users must use multi-factor authentication. Pricing is on request. There is no free plan, but a free trial is available.