Actionstep vs PracticeMaster
Actionstep
actionstep.comPracticeMaster
tabs3.comSide by side
| Figure | Actionstep | PracticeMaster |
|---|---|---|
| Price from | — | $32/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 8 | 4 |
| Spec score · Legal Calendar Software | 8.1 (#6) | 7.6 (#15) |
| Spec score · Trust Accounting Software | 8.2 (#13) | 7.7 (#28) |
| Spec score · Legal Practice Management Software | 8.1 (#55) | 7.8 (#83) |
| Free plan | No | No |
| Headquarters | Denver, Colorado, United States | Lincoln, Nebraska, United States |
| Workflow automation | Workflows can be automated from client intake to case resolution. | WorkFlows can trigger follow-up emails, appointment scheduling, and document generation for routine tasks. |
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
PracticeMaster
- PracticeMaster Cloud add-on$35 a month
- PracticeMaster OnSite add-on$32 a month
- OnSite Subscription — PracticeMaster add-on$32 a month
- Tabs3 Cloud Subscription — PracticeMaster add-on$35 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.
PracticeMaster
PracticeMaster has no write-up on Specifiction yet; its figures are above.