Actionstep vs Litify

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.

Litify is an AI-native legal platform for law firms and corporate legal departments. Its core casework covers client intake, matter and document management, time and billing, legal spend management, and reporting and analytics. Configurable workflows and AI agents can handle background tasks and recommend next steps using role, conversation, and case-file context. No-code reports and dashboards track case performance, team productivity, and revenue generation. Litify ACE is available in a browser, through a Chrome extension, or as a mobile-phone shortcut. It connects with iManage, Google Drive, and SharePoint, allowing users to search, cite, and act on external material in a conversation. The platform lists integrations such as RingCentral, QuickBooks, DocuSign, Outlook, and NetDocuments. Litify says its AI does not train on customer data and produces source-traceable outputs; it has completed SOC 2 Type I and Type II audits. The company offers implementation, training, customer success resources, and support tickets. Pricing is on request, with no product price stated.