Actionstep vs Orion ePay

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.

Orion ePay is an online payment solution for law firms using Orion software. Firms can email invoices with secure payment links or process client payments and trust deposits through Orion’s AR Manager. The product provides a firm-branded payment page and supports PayPal, Venmo and PayPal Pay Later, as well as card and ACH payments. Listed capabilities also include payment plans, a client payment portal, trust account support and reconciliation tools. Orion presents ePay as integrated with its billing and financial management modules, with processing connected to ePrebill Manager. The product page lists next-day funding, and Orion says firms can start accepting payments within a day by beginning the application process inside Orion. Its January 2026 article describes bank-grade security, PCI compliance and built-in trust account handling. Pricing requires contacting Orion; a brochure says there are no monthly fees or contracts, but does not state transaction rates. Orion provides a knowledge base with product answers, tutorials and video learning, and accepts support requests by form or email. The product is available on Android, iOS, macOS, web and Windows.