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.
Inteum
Inteum provides a comprehensive intellectual property management software solution designed to help you track technology transfer, manage licensing agreements, and protect your organization's valuable research assets.
Quick Comparison
| Feature | Actionstep | Inteum |
|---|---|---|
| Website | actionstep.com | inteum.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 | 1992 |
| Headquarters | Auckland, New Zealand | Kirkland, 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.
Inteum
Inteum is a specialized management platform built to handle the entire lifecycle of intellectual property and technology transfer. You can centralize your inventions, patents, and trademarks in one secure database, ensuring you never miss a critical filing deadline or royalty payment. The software simplifies complex workflows by connecting your researchers, legal teams, and external partners through a unified interface.
You can manage your entire licensing pipeline from initial disclosure to final commercialization. The platform helps you track expenses, distribute royalties accurately, and generate detailed reports for stakeholders. Whether you are a university tech transfer office, a government research lab, or a corporate R&D department, Inteum provides the tools you need to maximize the value of your innovations while maintaining strict compliance.
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.
Inteum Features
- Invention Disclosure. Capture new ideas directly from your researchers through a streamlined portal that simplifies the initial submission process.
- Patent Tracking. Monitor your patent applications and maintenance fees globally with automated alerts for upcoming deadlines and actions.
- Agreement Management. Store and track all your licenses, options, and MTAs in one place to ensure full compliance with every contract.
- Financial Management. Automate your royalty distributions and track patent expenses to keep your department's budget accurate and transparent.
- Analytics and Reporting. Generate custom reports and visual dashboards to demonstrate the impact of your research and commercialization efforts.
- Contact Management. Maintain a detailed directory of your inventors, licensees, and legal counsel to keep communication lines open and organized.
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
Inteum 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
Inteum
Pros
- Highly customizable fields to match your specific workflows
- Excellent customer support with deep industry expertise
- Robust financial tracking for complex royalty distributions
- Reliable deadline tracking prevents missed patent filings
Cons
- Interface feels dated compared to modern SaaS tools
- Initial setup and configuration requires significant time
- Steep learning curve for new or non-technical users