Actionstep vs LeanLaw

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.

LeanLaw provides law firms with timekeeping, billing, trust accounting, payments and financial reporting built around QuickBooks Online. It supports hourly, flat-fee and contingency billing. Trust tools include three-way reconciliation, automated transfers from trust to operating accounts, sub-ledger management and IOLTA reporting. The Core plan costs $55 a month per user and includes time and expense tracking, e-payments, reporting, trust accounting, professional invoices and two-way QuickBooks Online sync. Pro costs $75 a month per user and adds custom invoice templates, LEDES files, user permissions and matter-based accounting. Contingency and Elite pricing is custom. An active QuickBooks Online subscription is required; QuickBooks Desktop is not supported. LeanLaw offers a 14-day trial without requiring a credit card, though migration and QuickStart onboarding begin with a paid subscription. The mobile app shows matter details but cannot create or edit matters. The public REST API supports programmatic access to clients, matters, time entries, expenses, invoices, users and codes.