# 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**.



---
## Frequently Asked Questions

### 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.



| | Actionstep | Clio Manage | 
|---|---|---|
| **Star Rating** | 3.9 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 14 | 997 | 
| **Largest Market Segment** | Small-Business (100.0% of reviews) | Small-Business (95.7% of reviews) | 
| **Entry Level Price** | Contact Us 1 Priced per user plus implementation fees | 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 (697 reviews) | 
  | **Ease of Use** | 7.2 (12 reviews) | 9.0 (820 reviews) | 
  | **Ease of Setup** | 5.8 (6 reviews) | 8.7 (475 reviews) | 
  | **Ease of Admin** | 6.7 (7 reviews) | 8.9 (239 reviews) | 
  | **Quality of Support** | 7.6 (12 reviews) | 9.1 (657 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

Plan: Practice Management

Price: Contact Us 1 Priced per user plus implementation fees

Description: An adaptable practice management platform to manage all the business, administration and legal work at midsize law firms. Connect and organize your client, matter, document, administrative, billing, and management processes with modern law firm software and powerful automated workflows.

Available in: United Kingdom, North America (US & Canada), Australia, and New Zealand  

Key Features:
- Matter management
- Document management & automation
- Email management

[Browse all 3 editions](https://www.g2.com/products/actionstep/pricing)

#### Free Trial

No

### 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

### Artificial Intelligence

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

#### Additional Functionality

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

| 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) | 
| **Activity Dashboard** | Not enough data | 8.6 (319 reviews) | 
| **Cloud** | Not enough data | 8.8 (291 reviews) | 
| **Mobility** | Not enough data | 8.7 (291 reviews) | 
| **Historical Reporting** | Not enough data | Not enough data | 

#### 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) | 
| **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

| 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) | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **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 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) | 
| **Activity 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) | 
| **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

| 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) | 
| **Deadline Management** | Not enough data | Not enough data | 
| **Appointment Management** | Not enough data | Not enough data | 

#### 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) | 
| **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

| 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) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

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

| 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) | 
| **Full Text Search** | Not enough data | Not enough data | 

#### 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) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Automation** | Not enough data | Not enough data | 

#### 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) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

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

| 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** | 8.0/10 | 13 |

#### Agentic AI - Legal Billing

| Feature | Actionstep | Clio Manage | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 8.2 (11 reviews) | 
| **Decision Making** | Not enough data | 7.7 (10 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Additional Functionality

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

### AI Legal Operating System

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

#### Agentic Workflow Execution - AI Legal Operating System

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

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

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

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

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

#### Agentic AI - AI Agents

| 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 | 

---
## 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 (5):** [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), [AI Legal Operating System Software](https://www.g2.com/categories/ai-legal-operating-system)


---
## 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:** 44.0%
- **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 (387 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 (398 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.4/5 stars (210 reviews)
- [TimeSolv](https://www.g2.com/products/timesolv/reviews) — 4.5/5 stars (427 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (329 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.6/5 stars (291 reviews)
- [Assembly Neos](https://www.g2.com/products/assembly-software-assembly-neos/reviews) — 4.5/5 stars (297 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 (247 reviews)

### Alternatives to Clio Manage

- [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) — 4.4/5 stars (398 reviews)
- [Smokeball](https://www.g2.com/products/smokeball/reviews) — 4.7/5 stars (387 reviews)
- [Filevine](https://www.g2.com/products/filevine/reviews) — 4.6/5 stars (291 reviews)
- [CosmoLex](https://www.g2.com/products/cosmolex/reviews) — 4.2/5 stars (329 reviews)
- [Rocket Matter](https://www.g2.com/products/rocket-matter/reviews) — 4.3/5 stars (173 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 (105 reviews)
- [CARET Legal](https://www.g2.com/products/caret-legal/reviews) — 4.4/5 stars (210 reviews)
- [LEAP](https://www.g2.com/products/leap/reviews) — 3.6/5 stars (40 reviews)
- [Lawmatics](https://www.g2.com/products/lawmatics/reviews) — 4.6/5 stars (247 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)