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.
Rocket Matter
Rocket Matter is a cloud-based legal practice management software providing law firms with integrated tools for time tracking, billing, document management, and project handling to increase overall office productivity.
Quick Comparison
| Feature | Actionstep | Rocket Matter |
|---|---|---|
| Website | actionstep.com | rocketmatter.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $49/month | $39/month |
| FREE Trial | ✘ No free trial | ✓ 15 days 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 | 2008 |
| Headquarters | Auckland, New Zealand | Boca Raton, 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.
Rocket Matter
Rocket Matter helps you run a more productive and profitable law firm by centralizing your entire practice in the cloud. You can manage your matters, track billable time, and automate your invoicing from a single dashboard. It eliminates the need for multiple disconnected tools by combining calendar management, task tracking, and secure document storage into one intuitive interface designed specifically for legal professionals.
You can streamline your workflows with automated document assembly and electronic signatures, reducing the time spent on repetitive administrative tasks. The platform also includes robust reporting tools that give you real-time insights into your firm's financial health and billable targets. Whether you are a solo practitioner or part of a mid-sized firm, you can access your case files and track time from anywhere using the native mobile apps.
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.
Rocket Matter Features
- Automated Billing. Generate hundreds of invoices in minutes and send them to clients electronically to get paid faster.
- Legal Time Tracking. Capture every billable minute as you work with multiple timers that sync directly to your matters.
- Document Automation. Create complex legal documents instantly by merging your matter data into customized templates.
- Matter Management. Organize all your notes, tasks, and files in one central location for every case you handle.
- Electronic Signatures. Send documents for signature directly from the platform to close deals and finalize filings without printing.
- Legal CRM. Track your potential new clients and manage your intake process to grow your firm's revenue.
- Online Payments. Accept credit cards and eChecks through a secure portal to improve your firm's collection rates.
- Advanced Reporting. Monitor your firm's performance with detailed reports on productivity, collections, and origination.
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
Rocket Matter Pricing
- Automated billing and invoicing
- Time and expense tracking
- Calendar and task management
- Document storage
- Standard reporting
- Mobile app access
- Everything in Essentials, plus:
- Document automation
- Electronic signatures
- Advanced reporting
- Legal CRM and intake
- Custom fields
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
Rocket Matter
Pros
- Intuitive interface makes it easy for new staff to learn
- Excellent customer support with quick response times
- Robust mobile app allows for seamless remote work
- Batch billing saves hours of administrative time each month
- Strong integration with popular tools like Office 365
Cons
- Document assembly has a slight initial learning curve
- Occasional slow loading times during peak usage
- Limited customization options for some standard reports