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# Actionstep vs Clio Manage Comparison - What are their main differences?

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ActionstepClio Manage[+ Add Product](#)

Reviews

**Actionstep** [

4/5(17)

](https://www.g2.com/products/actionstep/reviews#reviews)

**Clio Manage** [

4.6/5(997)

](https://www.g2.com/products/clio-clio-manage/reviews#reviews)

Pricing

**Actionstep**
 **Contact Us** 1 Priced per user plus implementation fees · Practice Management

**Clio Manage**
Free Trial

**Starting at $49.00** 1 User Per Month · EasyStart

**Pricing Insights**
from reviews

Time to Implement

**Actionstep**
4 months

Based on 8 responses

**Clio Manage**
1 monthFaster

Based on 229 responses

Return on Investment

**Actionstep**
Not enough reviews yet

**Clio Manage**
10 months

Based on 193 responses

Perceived Cost

**Actionstep**
Not enough reviews yet

**Clio Manage**
$$$$$

Average Discount

**Actionstep**
Not enough reviews yet

**Clio Manage**
9%

 ![Actionstep](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_24587f96a3fcccbd1a27958aacca893c/actionstep.png "Actionstep")

 ![Clio Manage](https://images.g2crowd.com/uploads/product/hd_favicon/2475803944d6946c3c68bd9a898e1d2e/clio-clio-manage.svg "Clio Manage")

G2 offers free advice on this comparison.

Chat with an expert

How do we contact you?

 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

 ![](/assets/advisor_router/phone_call-c9171db19e0526ecaea5fcbe1122f2ba459d8ab314c830a23440e5a1a536d62f.svg)Phone Call

Who do you want to talk with?

 ![](/assets/advisor_router/ai_agent-4d78629a3ba354fed449a65c60df3a6f2eda90fb98411b711df4b25d7be52a38.svg)AI Agent

 ![](/assets/advisor_router/human-26a980d7eed0089d422337af1b2588329a59f3fec5a0eff6d1b43312553d4c7b.svg)Human

Pros & Cons

**Actionstep**
[
Case Management (1)
](https://www.g2.com/products/actionstep/reviews?filters%5Bsentiment_snippet%5D=2057764&qs=pros-and-cons#reviews)[
Document Management (1)
](https://www.g2.com/products/actionstep/reviews?filters%5Bsentiment_snippet%5D=2057762&qs=pros-and-cons#reviews)

**Clio Manage**
[
Ease of Use (138)
](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1065187&qs=pros-and-cons#reviews)[
Efficiency (73)
](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062302&qs=pros-and-cons#reviews)[
Missing Features (60)
](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1063339&qs=pros-and-cons#reviews)[
Limitations (33)
](https://www.g2.com/products/clio-clio-manage/reviews?filters%5Bsentiment_snippet%5D=1062971&qs=pros-and-cons#reviews)

Integrations

**Actionstep**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4299cbf7a1ef6132ec256ec7b42b5f8b/adfin.png "Product Avatar Image")

Adfin

](https://www.g2.com/products/adfin/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9b832fe9bb15e5e18b6852a303b57d40/box.jpg "Product Avatar Image")

Box

](https://www.g2.com/products/box/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4ef94864f5605198cd503afc3b937336/bundledocs.jpg "Product Avatar Image")

Bundledocs

](https://www.g2.com/products/bundledocs/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_583dc9e8abc14341313e9341f7abc7e5/datacove.png "Product Avatar Image")

Datacove

](https://www.g2.com/products/datacove/reviews)[
View all
](https://www.g2.com/products/actionstep/integrations)

**Clio Manage**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f10ae8537124a15737b73c3123702353/8am-docketwise.png "Product Avatar Image")

8am DocketWise

](https://www.g2.com/products/8am-docketwise/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_beaa6d0f610d3b5359153f9e87fe1b26/8am-lawpay.png "Product Avatar Image")

8am LawPay

](https://www.g2.com/products/8am-lawpay/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_29d5acdb463395a3d4e67390e2b9ff19/ajaxworkspace.gif "Product Avatar Image")

AJAXWorkspace

](https://www.g2.com/products/ajaxworkspace/reviews)[
View all
](https://www.g2.com/products/clio-clio-manage/integrations)

Screenshots

**Actionstep**
 ![Actionstep screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/132443/Document-AutomationGrid.jpg)

**Clio Manage**
 ![Clio Manage screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/171722/Product-Feature-Mockup-Marketing-Clio-Manage-Case-Management-Clio-2021-Approved-for-Distribution-Manage-Dashboard-.png)

Ratings

Meets Requirements

**Actionstep**

8.4

8.415

**Clio Manage**

8.8

8.8697

Ease of Use

**Actionstep**

7.6

7.615

**Clio Manage**

9.0

9.0820

Ease of Setup

**Actionstep**

7.0

7.09

**Clio Manage**

8.7

8.7475

Ease of Admin

**Actionstep**

7.2

7.210

**Clio Manage**

8.9

8.9239

Quality of Support

**Actionstep**

8.0

8.015

**Clio Manage**

9.1

9.1657

Has the product been a good partner in doing business?

**Actionstep**

8.5

8.59

**Clio Manage**

9.1

9.1236

Product Direction (% positive)

**Actionstep**

8.3

8.314

**Clio Manage**

9.3

9.3683

Features

Legal Practice Management[Hide 72 FeaturesShow 72 Features](javascript:void(0);)

9.4

6

8.3

381

Platform Basics

Reporting

Not enough data

8.1(won by default)

279

Activity Dashboard

Not enough data

8.8(won by default)

296

Cloud

Not enough data

9.0(won by default)

271

Mobility

Not enough data

8.7(won by default)

270

Contact Management

Not enough data

9.0(won by default)

300

Forms Management

Not enough data

Not enough data

Records Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Conflict Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Billing Rate Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Legal Case Management

Not enough data

Not enough data

Content Management

Workflow

9.0(won by 0.4)

5

8.6

265

Document Management

Not enough data

8.4(won by default)

300

Calendar Integration

Not enough data

8.7(won by default)

270

Deadline Management

Not enough data

Not enough data

Appointment Management

Not enough data

Not enough data

Time & Billing

Time Tracking

9.7(won by 0.5)

5

 (There is a greater than 0.5 difference between this product's rating and its competitors)

9.2

307

Payments

Not enough data

9.0(won by default)

281

Billing

Not enough data

9.1(won by default)

314

Activity Tracking

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Agentic AI - Legal Practice Management

Autonomous Task Execution

Not enough data

7.3(won by default)

18

Multi-step Planning

Not enough data

7.3(won by default)

18

Cross-system Integration

Not enough data

7.9(won by default)

30

Adaptive Learning

Not enough data

7.3(won by default)

20

Natural Language Interaction

Not enough data

7.9(won by default)

19

Proactive Assistance

Not enough data

7.7(won by default)

18

Decision Making

Not enough data

7.7(won by default)

18

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Billing & Invoicing

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Trust Accounting

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

For Legal Professionals

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Case Notes

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

API

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

AI Summarization

Not enough data

Not enough data

Document Generation

Not enough data

Not enough data

Case Law Research

Not enough data

Not enough data

AI Redlining

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Backup and Recovery

Not enough data

Not enough data

Payment Processing

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Legal Document Drafting[Hide 18 FeaturesShow 18 Features](javascript:void(0);)

Not enough data

8.2

24

Platform Additional Functionality

Dashboard

Not enough data

8.9(won by default)

23

Cloud

Not enough data

9.3(won by default)

18

Mobility

Not enough data

9.1(won by default)

18

Generative AI

AI Text Generation

Not enough data

5.8(won by default)

14

AI Text Summarization

Not enough data

6.4(won by default)

15

Platform Content

Automation

Not enough data

8.7(won by default)

19

File Sharing

Not enough data

8.9(won by default)

20

Content Library

Not enough data

7.3(won by default)

17

Agentic AI - Legal Document Drafting

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Platform Basics

Interoperability

Not enough data

8.9(won by default)

16

Offline Editing

Not enough data

6.5(won by default)

14

E-Signature

Not enough data

8.9(won by default)

19

Legal Case Management[Hide 78 FeaturesShow 78 Features](javascript:void(0);)

Not enough data

8.1

376

Platform Basics

Reporting

Not enough data

8.1(won by default)

289

Activity Dashboard

Not enough data

8.6(won by default)

319

Cloud

Not enough data

8.8(won by default)

291

Mobility

Not enough data

8.7(won by default)

291

Historical Reporting

Not enough data

Not enough data

Content Management

Document Management

Not enough data

8.4(won by default)

324

Calendar Integration

Not enough data

8.5(won by default)

299

Workflow

Not enough data

8.6(won by default)

302

Accounting Integration

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Invoice Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Patent/Trademark Management

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Case Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Docket Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Conflict Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Docket Management

Not enough data

Not enough data

Agentic AI - Legal Case Management

Multi-step Planning

Not enough data

7.4(won by default)

11

Cross-system Integration

Not enough data

8.4(won by default)

27

Adaptive Learning

Not enough data

7.3(won by default)

13

Natural Language Interaction

Not enough data

7.7(won by default)

13

Proactive Assistance

Not enough data

7.5(won by default)

12

Decision Making

Not enough data

7.4(won by default)

12

Calendar/Reminder System

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Billing & Invoicing

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Document Templates

Not enough data

Not enough data

Trust Accounting

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

For Legal Professionals

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Case Notes

Not enough data

Not enough data

Full Text Search

Not enough data

Not enough data

Automatic Backup

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Court Records Search

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Two-Factor Authentication

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Credit Card Processing

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Online Payments

Not enough data

Not enough data

2-Way Messaging

Not enough data

Not enough data

Billable & Non-Billable Hours

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Legal Document Management[Hide 57 FeaturesShow 57 Features](javascript:void(0);)

Not enough data

7.7

31

Storage and Collaboration - Legal Document Management

Editing and Tracking

Not enough data

7.8(won by default)

25

Centralised Database

Not enough data

7.9(won by default)

28

Accessibility and Permission for Sharing

Not enough data

8.0(won by default)

23

Document Storage

Not enough data

8.3(won by default)

28

File Sharing

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Document Management - Legal Document Management

Search and Retreival

Not enough data

7.7(won by default)

28

Synchronization of Data

Not enough data

7.9(won by default)

25

Versioning

Not enough data

7.8(won by default)

25

Full Text Search

Not enough data

Not enough data

Analysis - Legal Document Management

Document Review

Not enough data

7.2(won by default)

23

Legal Analytics

Not enough data

6.4(won by default)

21

Artificial Intelligence - Legal Document Management

AI Automation

Not enough data

4.6(won by default)

18

Generative AI

Not enough data

Not enough data

Document Automation

Not enough data

Not enough data

Accessibility - Legal Document Management

Cross-Platform Access

Not enough data

7.3(won by default)

23

Agentic AI - Legal Document Management

Cross-system Integration

Not enough data

8.0(won by default)

10

Natural Language Interaction

Not enough data

7.7(won by default)

8

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Customizable Templates

Not enough data

Not enough data

Two-Factor Authentication

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Document Check-In/Out

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Document Capture

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

For Legal Professionals

Not enough data

Not enough data

Optical Character Recognition

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Archiving & Retention

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Document Classification

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Document Generation

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Deadline Management

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Case Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

API

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Legal CRM[Hide 15 FeaturesShow 15 Features](javascript:void(0);)

Not enough data

8.2

61

Sales Force Automation - Legal CRM

Task Management

Not enough data

8.4(won by default)

33

Contract Management

Not enough data

8.0(won by default)

17

Quote and Order Management

Not enough data

7.0(won by default)

17

Platform Additional Functionality - Legal CRM

Automation

Not enough data

7.3(won by default)

22

Messaging

Not enough data

8.1(won by default)

26

Dashboard

Not enough data

8.1(won by default)

26

Cloud

Not enough data

8.6(won by default)

23

Marketing Automation - Legal CRM

Lead Management

Not enough data

7.5(won by default)

17

Marketing Analytics

Not enough data

7.5(won by default)

17

Customer Support - Legal CRM

Support Analytics

Not enough data

7.5(won by default)

16

Customer Portal

Not enough data

8.0(won by default)

27

Case Management

Not enough data

8.7(won by default)

24

Platform Reporting and Analytics - Legal CRM

Reporting

Not enough data

8.2(won by default)

17

Agentic AI - Legal CRM

Cross-system Integration

Not enough data

8.1(won by default)

18

Natural Language Interaction

Not enough data

7.2(won by default)

6

Legal Billing[Hide 43 FeaturesShow 43 Features](javascript:void(0);)

Not enough data

8.0

13

Agentic AI - Legal Billing

Cross-system Integration

Not enough data

8.2(won by default)

11

Decision Making

Not enough data

7.7(won by default)

10

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Customizable Fields

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Invoice Processing

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Electronic Payments

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Time Tracking

Not enough data

Not enough data

Case Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Automatic Backup

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Bank Reconciliation

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Client Management

Not enough data

Not enough data

Financial Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Automatic Billing

Not enough data

Not enough data

General Ledger

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Client Portal

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Billing Rate Management

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Credit Card Processing

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

For Legal Professionals

Not enough data

Not enough data

Show 4 feature categories with incomplete data

Artificial Intelligence[Hide 37 FeaturesShow 37 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Tagging

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Speech Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Data Storage Management

Not enough data

Not enough data

Virtual Personal Assistant (VPA)

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

For eCommerce

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Machine Learning

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

E-Filing[Hide 11 FeaturesShow 11 Features](javascript:void(0);)

Not enough data

Not enough data

Platform Additional Functionality

Payment

Not enough data

10.0(won by default)

5

Portal

Not enough data

8.3(won by default)

5

Platform Basics

Document Storage

Not enough data

8.0(won by default)

5

Document Research and Retrieval

Not enough data

7.7(won by default)

5

Interoperability

Not enough data

Not enough data

Agentic AI - E-Filing

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

AI Legal Operating System[Hide 15 FeaturesShow 15 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic Workflow Execution - AI Legal Operating System

End-to-End Workflow Execution

Not enough data

Not enough data

Dynamic Planning & Next-Step Actions

Not enough data

Not enough data

Multi-Agent Orchestration

Not enough data

Not enough data

Scheduled & Continuous Execution

Not enough data

Not enough data

Legal Context & Intelligence - AI Legal Operating System

Cross-System Context Aggregation

Not enough data

Not enough data

Institutional Knowledge Grounding

Not enough data

Not enough data

Legal Playbook Application

Not enough data

Not enough data

Persistent Matter Context

Not enough data

Not enough data

Systems & Collaboration - AI Legal Operating System

Human Approval & Intervention

Not enough data

Not enough data

Bidirectional System Integrations

Not enough data

Not enough data

Workflow Routing & Handoffs

Not enough data

Not enough data

Agent Management & Governance - AI Legal Operating System

Agent Activity Monitoring & Audit Trails

Not enough data

Not enough data

Role-Based Agent Permissions

Not enough data

Not enough data

Agent & Workflow Builder

Not enough data

Not enough data

Exception Handling & Escalation

Not enough data

Not enough data

AI Agents[Hide 7 FeaturesShow 7 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - AI Agents

Autonomous Task Execution

Not enough data

Not enough data

Multi-step Planning

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![Actionstep](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_24587f96a3fcccbd1a27958aacca893c/actionstep.png "Actionstep")](https://www.g2.com/products/actionstep/reviews)

Actionstep

Small-Business(50 or fewer emp.)

88.2%

Mid-Market(51-1000 emp.)

11.8%

Enterprise(\> 1000 emp.)

0%

[![Clio Manage](https://images.g2crowd.com/uploads/product/hd_favicon/2475803944d6946c3c68bd9a898e1d2e/clio-clio-manage.svg "Clio Manage")](https://www.g2.com/products/clio-clio-manage/reviews)

Clio Manage

Small-Business(50 or fewer emp.)

95.7%

Mid-Market(51-1000 emp.)

3.7%

Enterprise(\> 1000 emp.)

0.6%

Small-Business

(50 or fewer emp.)

88.2%

95.7%

Mid-Market

(51-1000 emp.)

11.8%

3.7%

Enterprise

(\> 1000 emp.)

0%

0.6%

Reviewers' Industry

[![Actionstep](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_24587f96a3fcccbd1a27958aacca893c/actionstep.png "Actionstep")](https://www.g2.com/products/actionstep/reviews)
Actionstep

Legal Services

47.1%

Law Practice

47.1%

Insurance

5.9%

‐

‐

Other

0.0%

[![Clio Manage](https://images.g2crowd.com/uploads/product/hd_favicon/2475803944d6946c3c68bd9a898e1d2e/clio-clio-manage.svg "Clio Manage")](https://www.g2.com/products/clio-clio-manage/reviews)
Clio Manage

Law Practice

48.7%

Legal Services

44.0%

Accounting

1.9%

Higher Education

0.9%

Consulting

0.4%

Other

4.1%

FAQs

## Actionstep vs Clio Manage FAQs

Generated using AI

Last updated: August 15, 2026

### What is the difference between Clio Manage vs Actionstep?

Clio Manage stands out for higher reviewer satisfaction in ease of use, setup, and support compared to Actionstep.

| [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) | [Actionstep](https://www.g2.com/products/actionstep/reviews) |
| --- | --- |
| 4.6/5 (997 reviews) | 3.9/5 (14 reviews) |
| Small-Business | Small-Business |
| 8.7 | 5.8 |
| 9.1 | 7.6 |
| Ease of Use (193 all-time mentions) | Case Management |

### How do the pricing models of Clio Manage and Actionstep compare?

Clio Manage is rated higher for value and price satisfaction than Actionstep.

- **Clio Manage:** In recent reviews, many buyers describe Clio Manage as reasonably priced and a good value for small firms, with several noting satisfaction with the features provided for the cost.
- **Actionstep:** Recent reviews highlight Actionstep as cost effective for larger teams, but do not emphasize value as strongly as Clio Manage.

### What are the best alternatives to Clio Manage and Actionstep?

The top three alternatives to Clio Manage and Actionstep are 8am MyCase, Smokeball, and Filevine.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) | 4.6/5 (997 reviews) | Small-Business | Reasonably priced for small firms | Ease of Use (193 all-time mentions) |
| [Actionstep](https://www.g2.com/products/actionstep/reviews) | 3.9/5 (14 reviews) | Small-Business | Cost effective for larger teams | Case Management |
| [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) | 4.4/5 (390 reviews) | Small-Business | — | — |
| [Smokeball](https://www.g2.com/products/smokeball/reviews) | 4.7/5 (385 reviews) | Small-Business | — | — |
| [Filevine](https://www.g2.com/products/filevine/reviews) | 4.7/5 (290 reviews) | Small-Business | — | — |

### Which Legal Practice Management features should I prioritize when comparing Clio Manage and Actionstep?

Buyers comparing Clio Manage and Actionstep should prioritize ease of use, billing, document management, integrations, and customer support.

- **Ease of Use:** Clio Manage: 9.0; Actionstep: 7.2
- **Billing:** Clio Manage: 35 all-time mentions of billing issues, but also frequent praise for billing speed and trust management; Actionstep: billing is cited as a core feature in recent reviews
- **Document Management:** Clio Manage: 90 all-time mentions; Actionstep: cited in recent reviews
- **Integrations:** Clio Manage: Dropbox (6 all-time mentions), Proof (4 all-time mentions); Actionstep: Office (recent review mention)
- **Customer Support:** Clio Manage: 9.1; Actionstep: 7.6

### What are the pros and cons of Clio Manage vs Actionstep?

Clio Manage's headline strength is ease of use, while Actionstep's is workflow customization.

- **Clio Manage strengths:** Ease of Use (193 all-time mentions), Document Management (90), Communication (58), Document Sharing (58), Case Management (53), Customer Support (53), Tracking (53), Task Management (48), Client Communication (44), Workflow Streamlining (37), User Interface (33), Navigation Ease (22), Easy Navigation (12)
- **Clio Manage trade-offs:** Missing Features (87), Document Management limitations (46), Billing Issues (35), Invoicing Issues (11)
- **Actionstep strengths:** Case Management, Document Management, Document Sharing, Navigation Ease, Task Management, Tracking (all recent review mentions)
- **Actionstep trade-offs:** Setup complexity and dashboard customization challenges cited in recent reviews

### Is Clio Manage or Actionstep better for small businesses?

Clio Manage is the better fit for small businesses, supported by its dominant small-business segment and reviewer sentiment.

- **Clio Manage:** Largest segment is Small-Business; reviewers consistently highlight ease of use, fast onboarding, and strong support for small firm workflows.
- **Actionstep:** Largest segment is Small-Business; reviewers note workflow customization but mention a steeper learning curve and more complex setup for small teams.

### Which Legal Practice Management platform has better integrations?

Clio Manage is favored for integrations, with more reviewer-cited integrations and higher mention counts.

- **Clio Manage:** Dropbox (6 all-time mentions), Proof (4 all-time mentions), and frequent references to integration with Clio Grow and other tools in recent reviews.
- **Actionstep:** Office integration mentioned in recent reviews.

### How do Clio Manage and Actionstep compare on customer support?

Clio Manage outperforms Actionstep on Quality of Support by a margin of 1.5 points (9.1 vs 7.6).

- **Clio Manage:** Reviewers frequently praise responsive and helpful support, with 53 all-time mentions of customer support as a strength.
- **Actionstep:** Support is described as generally helpful in recent reviews, but some reviewers cite slow response times and difficulty resolving issues.

### Which is easier to implement, Clio Manage or Actionstep?

Clio Manage is easier to implement than Actionstep, with a 2.9-point advantage in Ease of Setup (8.7 vs 5.8).

- **Clio Manage:** Reviewers consistently describe setup as easy or very easy, with many citing fast onboarding and minimal training required.
- **Actionstep:** Reviewers note setup can be complex and time-consuming, with a steeper learning curve and more configuration required.

### Which product has better Billing?

Clio Manage is favored for Billing, with more frequent reviewer praise and higher mention counts.

- **Clio Manage:** Billing is a core strength with 35 all-time mentions of billing issues but frequent recent praise for billing speed, trust management, and customizable invoices.
- **Actionstep:** Billing is cited as a useful feature in recent reviews, but lacks significant mention counts or detailed reviewer sentiment compared to Clio Manage.

Alternatives

**Actionstep Alternatives**

 ![Smokeball](https://images.g2crowd.com/uploads/product/hd_favicon/bc96c0e091bcd532cb05d73df9183aed/smokeball.svg "Smokeball")

[
Smokeball
](/products/smokeball/reviews)

 ![LEAP](https://images.g2crowd.com/uploads/product/hd_favicon/1f9170f4fcf323daf640b5ea090cf8bc/leap.svg "LEAP")

[
LEAP
](/products/leap/reviews)

 ![8am MyCase](https://images.g2crowd.com/uploads/product/hd_favicon/ae9cc0d58547045ab48e01575a3b375a/8am-mycase.svg "8am MyCase")

[
8am MyCase
](/products/8am-mycase/reviews)

 ![CARET Legal](https://images.g2crowd.com/uploads/product/hd_favicon/ba73be19db153616ac624360c9ec18d5/caret-legal.svg "CARET Legal")

[
CARET Legal
](/products/caret-legal/reviews)

**Clio Manage Alternatives**

 ![8am MyCase](https://images.g2crowd.com/uploads/product/hd_favicon/ae9cc0d58547045ab48e01575a3b375a/8am-mycase.svg "8am MyCase")

[
8am MyCase
](/products/8am-mycase/reviews)

 ![Smokeball](https://images.g2crowd.com/uploads/product/hd_favicon/bc96c0e091bcd532cb05d73df9183aed/smokeball.svg "Smokeball")

[
Smokeball
](/products/smokeball/reviews)

 ![Filevine](https://images.g2crowd.com/uploads/product/hd_favicon/3d952846e91bf7652256127509d9ce19/filevine.svg "Filevine")

[
Filevine
](/products/filevine/reviews)

 ![CosmoLex](https://images.g2crowd.com/uploads/product/hd_favicon/64622b6fffcf76435424a513aea799b2/cosmolex.svg "CosmoLex")

[
CosmoLex
](/products/cosmolex/reviews)