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Compare Actionstep and Clio Manage 
Featured Products
At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (95.2% of reviews)
Entry-Level Pricing
$99.00 1 Per User Per Month
$49.00 1 User Per Month
Actionstep
Star Rating
(14)3.9 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Entry-Level Pricing
$99.00 1 Per User Per Month
Browse all 3 pricing plansClio Manage
Star Rating
(829)4.7 out of 5
Market Segments
Small-Business (95.2% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Clio Manage excels in overall user satisfaction, boasting a significantly higher score compared to Actionstep. Users appreciate its intuitive design, noting that it is "easy to learn and fairly clear on where to place specific information," which enhances daily usability.
- Users say Clio Manage offers a seamless implementation process, with many highlighting its "intuitive onboarding wizard" that simplifies setup. In contrast, Actionstep faces challenges in this area, with reviewers mentioning a more complex setup experience that can hinder initial productivity.
- Reviewers mention that Clio Manage provides exceptional support, reflected in its high quality ratings. Users have praised the integrated communication features, which facilitate collaboration and allow team members to view each other's work easily. Actionstep, while functional, has received lower marks for support quality, indicating room for improvement.
- According to verified reviews, Clio Manage's cloud storage capability is a standout feature, enabling users to access their documents from anywhere and supporting a paperless operation. Actionstep, while offering customization options, does not match the same level of accessibility and ease of use that Clio Manage provides.
- Users highlight that Clio Manage's integration capabilities allow for efficient tracking of clients and cases, making it easier to manage workflows. In comparison, Actionstep's strengths lie in job delegation and documentation, but it lacks the same level of comprehensive integration that enhances user experience in Clio Manage.
- Reviewers note that Clio Manage consistently meets the needs of small businesses, with 95.2% of reviews coming from this segment. This focus on small business requirements contrasts with Actionstep, which, despite serving the same market, has not garnered the same level of positive feedback or user engagement.
Pricing
Entry-Level Pricing
Actionstep
Practice Pro + Accounting
$99.00
1 Per User Per Month
Medium and large firms. With general ledger accounting built-in. For multi-practice and boutique firms requiring a built-in General Ledger
- Everything included in Practice Pro plus...
- Multi-currency general ledger
- Banking
Clio Manage
EasyStart
$49.00
1 User Per Month
Track your time and get paid.
- Accurately track time and expenses. Bill hourly, flat fee, or contingency.
- Make it easy for clients to pay online using credit, debit, or eCheck (US).
- Manage cases, tasks, documents, and calendars, all in one place.
Free Trial
Actionstep
Free Trial is available
Clio Manage
Free Trial is available
Ratings
Meets Requirements
8.2
12
8.8
587
Ease of Use
7.2
12
9.0
709
Ease of Setup
5.8
6
8.7
365
Ease of Admin
6.7
7
8.9
222
Quality of Support
7.6
12
9.2
557
Has the product been a good partner in doing business?
7.8
6
9.1
220
Product Direction (% positive)
8.1
12
9.2
584
Features by Category
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - E-Filing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
8.4
15
Not enough data
9.1
15
Not enough data
8.9
15
Generative AI
Not enough data
5.5
13
Not enough data
6.0
13
Platform Content
Not enough data
8.3
15
Not enough data
8.5
14
Not enough data
6.9
15
Agentic AI - Legal Document Drafting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
8.8
15
Not enough data
6.3
13
Not enough data
8.3
13
Platform Basics
Not enough data
8.1
273
Not enough data
8.6
295
Not enough data
8.8
275
Not enough data
8.7
281
Content Management
Not enough data
8.3
283
Not enough data
8.5
281
Not enough data
8.5
284
Agentic AI - Legal Case Management
Not enough data
7.4
11
Not enough data
7.8
10
Not enough data
7.3
11
Not enough data
7.7
11
Not enough data
7.3
11
Not enough data
7.1
11
Platform Basics
Not enough data
8.2
264
Not enough data
8.8
270
Not enough data
9.0
255
Not enough data
8.7
260
Not enough data
9.0
270
Content Management
Not enough data
8.3
260
Not enough data
8.7
249
Not enough data
8.6
249
Time & Billing
Not enough data
9.2
269
Not enough data
8.9
261
Not enough data
9.1
266
Agentic AI - Legal Practice Management
Not enough data
7.0
16
Not enough data
7.0
16
Not enough data
7.8
16
Not enough data
7.0
16
Not enough data
7.5
16
Not enough data
7.4
16
Not enough data
7.4
16
Storage and Collaboration - Legal Document Management
Not enough data
7.4
21
Not enough data
7.3
22
Not enough data
7.8
21
Not enough data
7.8
22
Document Management - Legal Document Management
Not enough data
7.2
22
Not enough data
7.6
22
Not enough data
7.5
22
Analysis - Legal Document Management
Not enough data
7.1
22
Not enough data
6.4
21
Artificial Intelligence - Legal Document Management
Not enough data
4.4
17
Accessibility - Legal Document Management
Not enough data
6.8
19
Agentic AI - Legal Document Management
Not enough data
7.4
7
Not enough data
7.4
7
Sales Force Automation - Legal CRM
Not enough data
7.3
16
Not enough data
7.8
15
Not enough data
6.8
16
Platform Additional Functionality - Legal CRM
Not enough data
6.8
17
Not enough data
7.5
17
Not enough data
7.6
17
Not enough data
8.7
17
Marketing Automation - Legal CRM
Not enough data
7.5
17
Not enough data
7.5
17
Customer Support - Legal CRM
Not enough data
7.5
16
Not enough data
7.5
17
Not enough data
8.2
17
Platform Reporting and Analytics - Legal CRM
Not enough data
8.1
16
Agentic AI - Legal CRM
Not enough data
6.9
6
Not enough data
7.2
6
Agentic AI - Legal Billing
Not enough data
7.5
8
Not enough data
7.3
8
Categories
Categories
Shared Categories
Actionstep and Clio Manage are categorized as Legal Case Management, Legal Billing, and Legal Practice Management
Unique Categories
Actionstep has no unique categories
Clio Manage is categorized as Legal CRM, Legal Document Management, Legal Document Drafting, and E-Filing
Reviews
Reviewers' Company Size
Actionstep
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Clio Manage
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Law Practice
57.1%
Legal Services
42.9%
‐
‐
‐
Other
0.0%
Law Practice
48.4%
Legal Services
43.6%
Accounting
2.2%
Higher Education
1.0%
Consulting
0.4%
Other
4.4%
Discussions
Are there any Actionstep / Google Workspace communities that want to share best practice ideas?
1 Comment
Official Response from Actionstep
Hi Wayne,
Yes, we do. Our customer success team have set up a Linkedin community for this here - https://www.linkedin.com/groups/4671396/
Additionally,...Read more
Actionstep has no more discussions with answers
What is Clio software?
2 Comments
SR
Clio is a legal support software that allows for the recording of various legal information (such as Client Contact, insurance information and medical...Read more
Does Clio do accounting?
2 Comments
BC
They are very clear that they do not do accounting, I suspect that when they integrated with QuickBooks they signed an agreement to not provide that service....Read more
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