Actionstep
Actionstep is a cloud-based legal practice management software that automates workflows and centralizes matter management, accounting, and billing to help law firms run more productive and profitable businesses.
Centerbase
Centerbase is a cloud-based legal practice management software that provides mid-sized law firms with integrated tools for timekeeping, billing, accounting, and matter management to streamline their entire legal practice.
Quick Comparison
| Feature | Actionstep | Centerbase |
|---|---|---|
| Website | actionstep.com | centerbase.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $49/month | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2004 | 2003 |
| Headquarters | Auckland, New Zealand | Dallas, USA |
Overview
Actionstep
Actionstep is a comprehensive legal practice management platform designed to help you run your entire firm from a single cloud-based system. Instead of jumping between disconnected tools, you can manage every aspect of a legal matter—from initial intake and document generation to time tracking and final billing—within a unified environment. The platform is built around a powerful workflow engine that lets you automate repetitive administrative tasks and ensure your team follows consistent processes for every case.
You can customize the software to match your specific practice areas, whether you handle family law, personal injury, or corporate litigation. It scales effectively for mid-sized and growing firms that have outgrown basic tools and need integrated features like trust accounting, email management, and client portals. By centralizing your data, you gain better visibility into firm performance and can focus more time on practicing law rather than managing paperwork.
Centerbase
Centerbase provides you with a unified platform to manage every aspect of your law firm, from the first client intake to the final financial report. You can move away from disconnected systems by using a single tool that handles matter management, time tracking, and complex legal billing. The platform is built specifically to handle the intricate requirements of mid-sized firms that need more flexibility than basic out-of-the-box solutions.
You can automate your unique workflows and customize data fields to match how your specific practice areas operate. Because it includes full double-entry accounting, you can manage your firm’s business health and trust accounts without jumping between different software. It helps you capture more billable time and get paid faster through automated collections and online payment options.
Overview
Actionstep Features
- Automated Workflows Build custom step-by-step processes for your matters to ensure your team never misses a deadline or a critical document.
- Integrated Accounting Manage your firm's business accounts and client trust accounts in one place without needing separate third-party accounting software.
- Document Automation Generate complex legal documents instantly by pulling data directly from your matters into your own customized Word templates.
- Email Management File emails directly to specific matters from Outlook or Gmail so your entire team can access the latest correspondence.
- Client Portal Share documents and updates securely with your clients through a private portal that improves communication and transparency.
- Time & Billing Capture every billable minute with built-in timers and generate professional, accurate invoices with just a few clicks.
- Conflict Checking Run comprehensive searches across your entire database to identify potential conflicts of interest before taking on new clients.
- Reporting & Analytics Track your firm's profitability and productivity with real-time dashboards that show you exactly where your business stands.
Centerbase Features
- Legal Accounting. Manage your firm's finances with built-in double-entry accounting and trust management designed specifically for legal compliance.
- Automated Billing. Generate complex invoices in minutes and set up automated payment reminders to keep your cash flow consistent.
- Matter Management. Organize every document, contact, and calendar event related to a case in one centralized, searchable digital file.
- Time Tracking. Capture every billable minute with easy-to-use timers and mobile entries that sync directly to your billing dashboard.
- Document Automation. Create legal documents instantly by pulling data directly from your matters into your custom firm templates.
- Client Intake. Streamline how you onboard new clients with digital forms that automatically create new records in your system.
Pricing Comparison
Actionstep Pricing
- Matter management
- Contact management
- Document storage
- Basic time & billing
- Standard reporting
- Mobile app access
- Everything in Express, plus:
- Full office & trust accounting
- Advanced workflow automation
- Document assembly
- Email integration
- Client portal access
Centerbase Pricing
Pros & Cons
Actionstep
Pros
- Highly customizable workflows adapt to any practice area
- All-in-one system eliminates the need for separate accounting
- Strong document automation saves hours of manual drafting
- Centralized email filing keeps matter history organized
- Excellent visibility into firm-wide productivity and billing
Cons
- Significant learning curve due to deep customization options
- Initial setup requires time and careful planning
- Mobile app features are limited compared to desktop
- Occasional slowness when loading large document folders
Centerbase
Pros
- Highly customizable to fit unique law firm workflows
- Excellent all-in-one integration of billing and accounting
- Robust reporting capabilities for tracking firm productivity
- Reliable cloud access for remote legal work
- Strong document management and version control features
Cons
- Initial setup and configuration can be complex
- Steep learning curve for non-technical staff members
- Mobile app functionality is more limited than desktop
- Customization often requires assistance from professional services