Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

Description

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Gmail Yes 
Google Drive Yes 
8am LawPay Yes 
Adobe Acrobat Sign No 
Axis LMS Yes 
Box Yes 
Bundledocs Yes 
Docusign No 
Hivelight Yes 
Josef Yes 
LawTap Legal Booking & Scheduling Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
RingCentral Automatic Call Recording No 
Salesforce Agentforce 360 Platform No 
Twilio No 
Vigilance Yes 
Xero Yes 

Integrations

Dropbox Yes 
Gmail Yes 
Google Drive Yes 
8am LawPay No 
Adobe Acrobat Sign Yes 
Axis LMS No 
Box No 
Bundledocs No 
Docusign Yes 
Hivelight No 
Josef No 
LawTap Legal Booking & Scheduling No 
QuickBooks Online No 
QuickBooks Online Advanced No 
RingCentral Automatic Call Recording Yes 
Salesforce Agentforce 360 Platform Yes 
Twilio Yes 
Vigilance No 
Xero No 

Pricing Details

$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial Yes 
Free Version No 

Pricing Details

$75.00/month/user
Lite: $75 per user per month
Standard: $85 per user per month
Premium: $120 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Actionstep Software

Founded

2004

Country

United States

Website

www.actionstep.com

Vendor Details

Company Name

CoCounselor

Founded

2011

Country

United States

Website

cocounselor.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Trust Accounting

Accrual Accounting Yes 
Activity Tracking Yes 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management No 

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking No 
Conflict Management No 
Multi-Office No 
Reminders No 
Rules-Based Scheduling No 
Staff Calendar No 
Status Tracking No 
Task Management No 

Legal Case Management

Billing Management Yes 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations Yes 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting Yes 

Alternatives

CosmoLex Reviews

CosmoLex

ProfitSolv

Alternatives

PracticePanther Law Practice Software Reviews

PracticePanther Law Practice Software

PracticePanther Legal Software
Clio Reviews

Clio

Themis Solutions