# Actionstep vs Clio Manage Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Clio Manage excels in user satisfaction, receiving high praise for its intuitive interface and ease of use. Users appreciate how **billing clients** is straightforward, with one reviewer noting, "Clio makes it really easy for me to bill my clients and get paid."
- **According to verified reviews** , Clio Manage's cloud-based platform is a significant advantage, allowing users to access their work from anywhere. This flexibility is highlighted by a user who mentioned, "I like that Clio Manage is cloud-based, as it's easily accessible online regardless of location."
- **Users say** that Actionstep provides valuable customization options, which can be beneficial for teams looking to tailor their workflows. One reviewer noted, "Customisation, freedom of design, integrations," indicating that it can adapt to specific needs, although it may not be as user-friendly as Clio Manage.
- **Reviewers mention** that Clio Manage has a significantly quicker setup process compared to Actionstep, which has been criticized for its more complex implementation. A user highlighted Clio's intuitive onboarding, making it easier to get started without extensive training.
- **G2 reviewers highlight** the superior support offered by Clio Manage, with a score reflecting high-quality assistance. Users have expressed satisfaction with the support team, stating that they feel like Clio has been a "good partner in doing business," which contrasts with Actionstep's lower support ratings.
- **According to recent feedback** , while Actionstep is praised for its job delegation features, it struggles with overall user satisfaction compared to Clio Manage. Users have noted that while it helps document work effectively, it lacks the streamlined experience that Clio offers, particularly in areas like **matter organization**.



| | Actionstep | Clio Manage | 
|---|---|---|
| **Star Rating** | 3.9 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 14 | 996 | 
| **Largest Market Segment** | Small-Business (100.0% of reviews) | Small-Business (95.7% of reviews) | 
| **Entry Level Price** | No pricing available | Starting at $49.00 1 User Per Month | 

---
## Top Pros & Cons

### Actionstep

Pros:
- Case Management (1 reviews)
- Document Management (1 reviews)


### Clio Manage

Pros:
- Ease of Use (138 reviews)
- Efficiency (73 reviews)

Cons:
- Missing Features (60 reviews)
- Limitations (33 reviews)

---
## Ratings Comparison
| Rating | Actionstep | Clio Manage | 
|---|---|---|
  | **Meets Requirements** | 8.2 (12 reviews) | 8.8 (696 reviews) | 
  | **Ease of Use** | 7.2 (12 reviews) | 9.0 (819 reviews) | 
  | **Ease of Setup** | 5.8 (6 reviews) | 8.7 (474 reviews) | 
  | **Ease of Admin** | 6.7 (7 reviews) | 8.9 (239 reviews) | 
  | **Quality of Support** | 7.6 (12 reviews) | 9.1 (656 reviews) | 
  | **Has the product been a good partner in doing business?** | 7.8 (6 reviews) | 9.1 (236 reviews) | 
  | **Product Direction (% positive)** | 8.1 (12 reviews) | 9.3 (683 reviews) | 

---
## Pricing

### Actionstep

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Clio Manage

#### Entry-Level Pricing

Plan: EasyStart

Price: Starting at $49.00 1 User Per Month

Description: Track your time and get paid.

Key Features:
- 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.

[Learn more about Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)

#### Free Trial

Yes

---
## Features Comparison By Category

### E-Filing

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Payment** | Not enough data | 10.0 (5 reviews) | 
| **Portal** | Not enough data | 8.3 (5 reviews) | 

#### Platform Basics

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Interoperability** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | 8.0 (5 reviews) | 
| **Document Research and Retrieval** | Not enough data | 7.7 (5 reviews) | 

#### Agentic AI - E-Filing

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **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 | 

### Legal Document Drafting

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 8.2/10 | 24 |

#### Platform Additional Functionality

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Dashboard** | Not enough data | 8.9 (23 reviews) | 
| **Cloud** | Not enough data | 9.3 (18 reviews) | 
| **Mobility** | Not enough data | 9.1 (18 reviews) | 

#### Generative AI

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **AI Text Generation** | Not enough data | 5.8 (14 reviews) | 
| **AI Text Summarization** | Not enough data | 6.4 (15 reviews) | 

#### Platform Content

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Automation** | Not enough data | 8.7 (19 reviews) | 
| **File Sharing** | Not enough data | 8.9 (20 reviews) | 
| **Content Library** | Not enough data | 7.3 (17 reviews) | 

#### Agentic AI - Legal Document Drafting

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **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

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Interoperability** | Not enough data | 8.9 (16 reviews) | 
| **Offline Editing** | Not enough data | 6.5 (14 reviews) | 
| **E-Signature** | Not enough data | 8.9 (19 reviews) | 

### Legal Case Management

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 8.1/10 | 376 |

#### Platform Basics

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (289 reviews) | 
| **Dashboard** | Not enough data | 8.6 (319 reviews) | 
| **Cloud** | Not enough data | 8.8 (291 reviews) | 
| **Mobility** | Not enough data | 8.7 (291 reviews) | 

#### Content Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Document Management** | Not enough data | 8.4 (324 reviews) | 
| **Calendar Integration** | Not enough data | 8.5 (299 reviews) | 
| **Workflow** | Not enough data | 8.6 (302 reviews) | 

#### Agentic AI - Legal Case Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Multi-step Planning** | Not enough data | 7.4 (11 reviews) | 
| **Cross-system Integration** | Not enough data | 8.4 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.3 (13 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (13 reviews) | 
| **Proactive Assistance** | Not enough data | 7.5 (12 reviews) | 
| **Decision Making** | Not enough data | 7.4 (12 reviews) | 

### Legal Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 8.3/10 | 381 |

#### Platform Basics

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (279 reviews) | 
| **Dashboard** | Not enough data | 8.8 (296 reviews) | 
| **Cloud** | Not enough data | 9.0 (271 reviews) | 
| **Mobility** | Not enough data | 8.7 (270 reviews) | 
| **Contact Management** | Not enough data | 9.0 (300 reviews) | 

#### Content Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Document Management** | Not enough data | 8.4 (300 reviews) | 
| **Calendar Integration** | Not enough data | 8.7 (270 reviews) | 
| **Workflow** | Not enough data | 8.6 (265 reviews) | 

#### Time & Billing

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Time Tracking** | Not enough data | 9.2 (307 reviews) | 
| **Payments** | Not enough data | 9.0 (281 reviews) | 
| **Billing** | Not enough data | 9.1 (314 reviews) | 

#### Agentic AI - Legal Practice Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (18 reviews) | 
| **Multi-step Planning** | Not enough data | 7.3 (18 reviews) | 
| **Cross-system Integration** | Not enough data | 7.9 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.3 (20 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.9 (19 reviews) | 
| **Proactive Assistance** | Not enough data | 7.7 (18 reviews) | 
| **Decision Making** | Not enough data | 7.7 (18 reviews) | 

### Legal Document Management

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 7.7/10 | 31 |

#### Storage and Collaboration - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Editing and Tracking** | Not enough data | 7.8 (25 reviews) | 
| **Centralised Database** | Not enough data | 7.9 (28 reviews) | 
| **Accessibility and Permission for Sharing** | Not enough data | 8.0 (23 reviews) | 
| **Document Storage** | Not enough data | 8.3 (28 reviews) | 

#### Document Management - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Search and Retreival** | Not enough data | 7.7 (28 reviews) | 
| **Synchronization of Data** | Not enough data | 7.9 (25 reviews) | 
| **Versioning** | Not enough data | 7.8 (25 reviews) | 

#### Analysis - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Document Review** | Not enough data | 7.2 (23 reviews) | 
| **Legal Analytics** | Not enough data | 6.4 (21 reviews) | 

#### Artificial Intelligence - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **AI Automation** | Not enough data | 4.6 (18 reviews) | 

#### Accessibility - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Cross-Platform Access** | Not enough data | 7.3 (23 reviews) | 

#### Agentic AI - Legal Document Management

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 8.0 (10 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (8 reviews) | 

### Legal CRM

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 8.2/10 | 61 |

#### Sales Force Automation - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Task Management** | Not enough data | 8.4 (33 reviews) | 
| **Contract Management** | Not enough data | 8.0 (17 reviews) | 
| **Quote and Order Management** | Not enough data | 7.0 (17 reviews) | 

#### Platform Additional Functionality - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Automation** | Not enough data | 7.3 (22 reviews) | 
| **Messaging** | Not enough data | 8.1 (26 reviews) | 
| **Dashboard** | Not enough data | 8.1 (26 reviews) | 
| **Cloud** | Not enough data | 8.6 (23 reviews) | 

#### Marketing Automation - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Lead Management** | Not enough data | 7.5 (17 reviews) | 
| **Marketing Analytics** | Not enough data | 7.5 (17 reviews) | 

#### Customer Support - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Support Analytics** | Not enough data | 7.5 (16 reviews) | 
| **Customer Portal** | Not enough data | 8.0 (27 reviews) | 
| **Case Management** | Not enough data | 8.7 (24 reviews) | 

#### Platform Reporting and Analytics - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Reporting** | Not enough data | 8.2 (17 reviews) | 

#### Agentic AI - Legal CRM

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 8.1 (18 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.2 (6 reviews) | 

### Legal Billing

| Product | Score | Reviews |
|---|---|---|
| **Actionstep** | N/A | N/A |
| **Clio Manage** | 7.8/10 | 12 |

#### Agentic AI - Legal Billing

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 8.2 (11 reviews) | 
| **Decision Making** | Not enough data | 7.4 (9 reviews) | 

---
## Categories
**Shared Categories (3):** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management), [Legal Case Management Software](https://www.g2.com/categories/legal-case-management), [Legal Billing Software](https://www.g2.com/categories/legal-billing-software)


**Unique to Clio Manage (4):** [Legal CRM Software](https://www.g2.com/categories/legal-crm), [Legal Document Management Software](https://www.g2.com/categories/legal-document-management), [Legal Document Drafting Software](https://www.g2.com/categories/legal-document-drafting), [E-Filing Platforms](https://www.g2.com/categories/e-filing)


---
## Reviewer Demographics

### By Company Size

| Segment | Actionstep | Clio Manage | 
|---|---|---|
| **Small-Business** | 100.0% | 95.7% | 
| **Mid-Market** | 0% | 3.7% | 
| **Enterprise** | 0% | 0.6% | 

### By Industry

#### Actionstep

- **Law Practice:** 57.1%
- **Legal Services:** 42.9%

#### Clio Manage

- **Law Practice:** 48.7%
- **Legal Services:** 43.9%
- **Accounting:** 1.9%
- **Higher Education:** 0.9%
- **Consulting:** 0.4%
- **Financial Services:** 0.3%
- **Government Administration:** 0.3%
- **Writing and Editing:** 0.3%
- **Information Technology and Services:** 0.3%
- **Real Estate:** 0.3%
- **Other:** 2.4%

---
## Alternatives

### Alternatives to Actionstep

- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (384 reviews)
- [LEAP](https://www.g2.com/products/leap/reviews) — 3.6/5 stars (40 reviews)
- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (357 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.5/5 stars (203 reviews)
- [TimeSolv](https://www.g2.com/products/timesolv/reviews) — 4.5/5 stars (420 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (318 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.7/5 stars (287 reviews)
- [Assembly Neos](https://www.g2.com/products/assembly-software-assembly-neos/reviews) — 4.5/5 stars (296 reviews)
- [Legistify](https://www.g2.com/products/legistify-legistify/reviews) — 5.0/5 stars (301 reviews)
- [Lawmatics](https://www.g2.com/products/lawmatics/reviews) — 4.6/5 stars (233 reviews)

### Alternatives to Clio Manage

- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (357 reviews)
- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (384 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.7/5 stars (287 reviews)
- [Rocket Matter](https://www.g2.com/products/rocket-matter/reviews) — 4.3/5 stars (173 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (318 reviews)
- [PracticePanther](https://www.g2.com/products/paradigm-practicepanther/reviews) — 4.3/5 stars (113 reviews)
- [Tabs3 Software](https://www.g2.com/products/tabs3-software/reviews) — 4.4/5 stars (94 reviews)
- [LEAP](https://www.g2.com/products/leap/reviews) — 3.6/5 stars (40 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.5/5 stars (203 reviews)
- [Lawmatics](https://www.g2.com/products/lawmatics/reviews) — 4.6/5 stars (233 reviews)

---
## Top Discussions

### Actionstep

- Title: [Are there any Actionstep / Google Workspace communities that want to share best practice ideas?](https://www.g2.com/discussions/36149-are-there-any-actionstep-google-workspace-communities-that-want-to-share-best-practice-ideas) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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,..."

### Clio Manage

- Title: [What is Clio used for?](https://www.g2.com/discussions/clio-what-is-clio-used-for) — 2 comments
  > **Top comment:** "Clio is used for many things that we need to run a law firm."
- Title: [How do you use a Clio?](https://www.g2.com/discussions/how-do-you-use-a-clio) — 2 comments
  > **Top comment:** "data management software for a solo practitioner consumer protection law firm."
- Title: [Does Clio do accounting?](https://www.g2.com/discussions/does-clio-do-accounting) — 2 comments
  > **Top comment:** "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...."
- Title: [Is Clio secure?](https://www.g2.com/discussions/is-clio-secure) — 2 comments
  > **Top comment:** "clio is secure. "
- Title: [What is Clio software?](https://www.g2.com/discussions/what-is-clio-software) — 2 comments
  > **Top comment:** "Clio is a legal support software that allows for the recording of various legal information (such as Client Contact, insurance information and medical..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/actionstep-vs-clio-clio-manage)