Actionstep Review - Actionstep vs Clio - Clio Australia

Clio versus Actionstep

How does Actionstep compare to Clio? We’ve highlighted why Clio is the leader in cloud-based legal practice management software. This page will help you understand the difference between Actionstep and Clio—and help you choose the best software for your law firm.

Discover why Clio is the clear choice.

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More than 150,000 legal professionals trust Clio and Clio garners the most 5-star reviews of any legal practice management system.

 

Clio’s robust infrastructure provides the stability and reliability required in the high-stakes world of law. Our software stays fully operational with a financially backed 99.9% uptime guarantee.

Clio offers flexibility and transparency

When it comes to managing your firm, we’re here to help you make an informed decision. Our month-to-month subscriptions give you the flexibility to add or reduce users at any time, with transparent pricing, no hidden fees, and no long-term contracts. See if Clio’s right for your firm with a no-obligation free trial.

Clio takes a mobile-first approach to technology, which means you and your clients can manage your cases from anywhere, anytime.

The #1 legal practice management solution

G2 has ranked Clio as the #1 legal practice management solution and #1 in market presence seven years in a row.

5 reasons why law firms are switching from Actionstep to Clio

Surprisingly simple, user-friendly and intuitive interface.

Clio provides a user-friendly and intuitive interface. Clio’s dashboard is designed for ease of use, allowing legal professionals to quickly access and manage their cases, documents, billing, and client communications. With a mobile-friendly approach, Clio ensures that you can manage your practice from anywhere, anytime, with a seamless experience across devices, laptops or phones.

On Software Advice, Actionstep has been described as “wonky, outdated interface; poor email integration, and terrible customer support. Clio and Zola Suite both really outshine ActionStep by a mile.”

Clear, transparent pricing

Actionstep’s pricing is not publicly available and can be somewhat unclear, as it depends on various factors such as the size of your firm and the specific features you require. To get an exact price, you typically need to contact Actionstep directly for a custom quote.

In contrast, Clio offers clear and transparent pricing with plans starting from just $39 per user per month. Clio’s straightforward pricing structure allows you to easily understand your costs and choose a plan that fits your firm’s needs without any surprises.

Superior customer support

Clio offers superior customer support, available 24/5 by phone, email, and live chat. In addition to real-time support, Clio provides an extensive online help centre with articles and video tutorials. This comprehensive support system ensures that Clio users can quickly resolve any issues and get the most out of the software. Actionstep only has one way of contacting them – a form via their website with many noting that they don’t receive the support that they need.

Comprehensive training

Actionstep provides live webinars, on-demand video tutorials, and training sessions. Conversely, Clio offers a more comprehensive training program, including 24/5 customer support, detailed online help centre articles and live chat. Clio’s commitment to user success is unmatched in the industry.

Clio offers a free trial—no credit card needed

You wouldn’t buy a car without test-driving it first. Case management software should be no different. You can try Clio for free for seven days, with absolutely no commitments. You don’t even have to enter your credit card information. Actionstep doesn’t offer you this option. How can you be sure their software is for you?

  • Market Activation 2024 G2 Badge

    Clio helps you stay connected across all of your devices and accounts

    Manage your firm’s billing, documents, client communications, and more all from one platform. Available for PC and Mac, Clio delivers the same experience across all of your firm’s technology. Clio is 100% cloud-based, meaning it’s always up to date and available from anywhere and any device.

  • App partners

    Clio integrates with your most used industry-leading apps

    Whether you’re using familiar communication tools like Gmail, Outlook, and Zoom, or niche tools that support your individual practice areas, Clio offers the largest breadth and depth of integrations on the market. With Clio, you can truly customise your product experience by connecting your data across all your firm’s technology.

  • Generate, automate, and manage new client demand with Clio

    Manage your pipeline of new clients, and make it easy to get in touch with your firm with online appointment booking and intake forms.

    Tackle repetitive tasks with automated workflows that cuts down the time it takes to onboard new clients without being overly complicated.

  • We needed bills to be professional, clear, accessible and easy to the eye. A lot of law firms have lengthy invoices, but Clio is very clear.

    AMY CARR O’MEARA
    Inside Eagles, Sydney

  • There are no locked in contracts with Clio, and you pay by the user. This stood out so much as being the new way of selling software as a service.

    IAN ALDRIDGE
    Progressive Legal

  • Clio was fresh, simple and got the work done.

    NARIN XAVIER DE SAINI
    Ascenta Corporate & Commercial Law, Melbourne

  • Product Marketing Video Thumbnail

    Clio pairs sophistication with simplicity

    Clio provides the perfect balance between sophistication and simplicity. Whether you’re a large established firm with unique processes or a new firm just figuring it all out, Clio meets you where you are and scales with you as you grow.

    Actionstep users noted that the software is not suitable for a new firm or sole practitioner because it requires too much upfront investment in customisation.

  • Ready to get started with Clio?

    We understand migrating data from one system to another can be overwhelming. That’s why our dedicated onboarding team is ready to assist your firm’s transition to Clio.

    Migration
    Consultation

    Data Export
    & Processing

    Data Import
    & Review

  • “Clio has been one of the many parts of the business that helps achieve our objectives. It has made a fundamental difference to how we deliver legal services in a timely manner. I’m so glad I found Clio when I did and I don’t know what we would do without it now.”

    IAN AlDRIDGE 

    Progressive Legal

Frequently Asked Questions

Can Clio assist me with data migration?

Yes. Our Migration Specialists can assist in bringing over your data from Actionstep to Clio so that you don’t have to manually do it yourself. 

This is available for all customers except those on the EasyStart Plan.

How long does the data migration process take?

The success of any data migration depends on the quality of the data provided to us. Before we migrate your information into Clio, you should ensure that your data is consistently formatted, well-organised, sufficiently backed up, and stored securely. If you’re uncertain about the quality of your data, it’s recommended that you consult with your Clio Migration Specialist before proceeding.

Is customer support included in my Clio subscription?

Yes, we do not charge additionally for support and product updates. You get personalised support from an award-winning team at no extra cost.

Is Clio a cloud-based program?

Yes. Clio is a cloud-based solution which means that all you need is an internet connection and a browser (such as Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge) to run Clio remotely.

Does Clio integrate with industry standard accounting software?

Yes! Clio integrates with Xero and QuickBooks to ensure that your transactions are in sync and disbursements are accounted for—while giving you full visibility into your firm’s operating accounts and client money.

What is Actionstep software used for?

Actionstep Practice Management software provides case management, client management, document automation, and billing features. While Actionstep offers a comprehensive solution, Clio is recognised as the leader in cloud-based legal practice management, offering all of these and more. Clio’s user-friendly interface, robust feature set, and superior customer support make it the preferred choice for over 150,000 legal professionals worldwide.

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