Actionstep vs Open Practice

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.

Open Practice is a legal practice management system developed with Australian legal professionals for mid-to-large law firms. It combines matter-centric workflows with trust accounting, financials, mobile support, fixed-fee requirements, and traditional practice management functions. Listed tools include customisable forms and precedents, reports, CRM, tasks, and diary functions, with role-based security. Its data integration supports search, electronic contracts, and document management; integrations include GlobalX information searches, PEXA and other national conveyancing and settlement services, Microsoft Office, and document management systems. The maker describes capacity from 5 to hundreds of concurrent users across multiple branches. It offers implementation, data conversion, project management, online or onsite training, upgrades, and customisation. Pricing is per user, but no amount is published; the maker states there are no long-term contracts. Free helpdesk services are part of an annually renewed Annual Maintenance and Support Agreement. Open Practice is available on Android, iOS, web, and Windows.