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.
Litify
Litify is an end-to-end legal operating platform built on Salesforce that helps law firms and corporate legal departments manage matters, intake, documents, and business operations in one place.
Quick Comparison
| Feature | Actionstep | Litify |
|---|---|---|
| Website | actionstep.com | litify.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 | 2016 |
| Headquarters | Auckland, New Zealand | Brooklyn, 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.
Litify
Litify is a comprehensive legal operating platform designed to transform how your law firm or legal department functions. Built on the secure Salesforce ecosystem, it moves your entire practice into a single digital space where you can manage everything from initial client intake and matter management to document generation and complex financial reporting. You can stop toggling between disconnected tools and start running your legal business with data-driven precision.
The platform is highly customizable, allowing you to build automated workflows that match your specific practice areas, whether you handle personal injury, mass tort, or corporate legal matters. By centralizing your data, you gain real-time insights into team performance and case progression. It is best suited for mid-sized to large law firms and enterprise legal teams that need a scalable, secure solution to replace legacy software and manual processes.
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.
Litify Features
- Intake Management. Convert more leads into clients with customized intake questionnaires and automated scoring that ensures you focus on the right cases.
- Matter Management. Track every detail of your cases in one central location, from critical deadlines and parties involved to task lists and communications.
- Document Automation. Generate complex legal documents and contracts instantly using your existing data to eliminate manual data entry and reduce errors.
- Visual Workflows. Standardize your legal processes with guided workflows that prompt your team for the right information at every stage of a case.
- Time and Billing. Capture billable hours accurately and manage your entire invoicing process within the same platform where you manage your work.
- Advanced Analytics. Build custom reports and dashboards to monitor firm profitability, attorney productivity, and marketing ROI in real-time.
- Secure Client Portal. Share documents and updates securely with your clients to improve transparency and reduce the volume of status-check phone calls.
- Mobile Access. Manage your matters and record time from anywhere using the native mobile app, keeping you productive while in court or traveling.
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
Litify 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
Litify
Pros
- Highly customizable to fit unique legal workflows
- Built on Salesforce providing enterprise-grade security
- Excellent reporting and data visualization capabilities
- Centralizes all firm operations in one tool
- Automates repetitive administrative and document tasks
Cons
- Significant time investment required for initial setup
- Higher price point than basic case managers
- Steep learning curve for non-technical staff
- Requires dedicated admin for complex customizations