Actionstep vs PantherPayments
Actionstep
actionstep.comPantherPayments
practicepanther.comSide by side
| Figure | Actionstep | PantherPayments |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 8 | 5 |
| Spec score · Trust Accounting Software | 8.2 (#13) | 8.6 (#10) |
| Spec score · Legal Payments Software | 8.1 (#17) | 8.6 (#11) |
| Client intake | Yes | Business-tier plans include customizable intake forms for collecting prospective-client information. |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | Official integrations include QuickBooks Online, Gmail, Outlook, Google Drive, Dropbox, Lawmatics and Zapier. |
| Mobile apps | Yes | PracticePanther offers iPhone/iPad and Android apps with access to time tracking, billing, documents and firm data. |
| Workflow automation | Workflows can be automated from client intake to case resolution. | Users can create reusable task and event workflows that apply to future matters. |
Plans
Actionstep
- Practice ManagementPriced on request
- Legal AccountingPriced on request
- BuilderPriced on request
- CapturePriced on request
- Trace – AI Time CapturePrice not published
- Acumen – Embedded AnalyticsPrice not published
- Acumen - Embedded AnalyticsPriced on request
- Trace - AI Time CapturePriced on request
PantherPayments
- PantherPayments card processing$2.95, paid once
- Solo$49 a month
- Essential$69 a month
- Business$89 a month
- Business Pro$114 a month
In their own words
Actionstep
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.
PantherPayments
PantherPayments has no write-up on Specifiction yet; its figures are above.