Clio Manage vs Actionstep

CMClio Manage8.9Visit Actionstep8.7Visit

Higher score CM Clio Manage #3 in Legal Practice Management Software 8.9/10 7-day trial Free trial✓ 6 of 7 features Visit Clio

vs

Actionstep #4 in Legal Practice Management Software 8.7/10 Pricing on request ✓ 7 of 7 features Visit Actionstep

• Clio Manage fits best

  Firms prioritizing ecosystem breadth

• Actionstep fits best

  Firms wanting customizable workflows

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Side by side

Feature	CMClio Manage 8.9/10 Visit ↗	Actionstep 8.7/10 Visit ↗
At a glance
Editor score	8.9	8.7
Ranking	#3 in Legal Practice Management Software	#4 in Legal Practice Management Software
Best for	Firms prioritizing ecosystem breadth	Firms wanting customizable workflows
Pricing model	Paid	Paid
Starting price	—	—
Free plan	—	—
Free trial	7 days	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Phone, Live chat, Docs	Tickets, Docs
Compliance	SOC 2, ISO 27001, GDPR, SSO/SAML, 2FA	SOC 2, SSO/SAML, 2FA
Integrations	6 integrations	50+ integrations
Built for	Solo, Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Clio Manage 6/7 · Actionstep 7/7
Client intake	—	✓ (best)
Client portal	✓	✓
Document automation	✓	✓
Time tracking	✓	✓
Billing and payments	✓	✓
Trust accounting	✓	✓
Mobile apps	✓	✓
Our review
Pros	Covers matters, billing, payments, trust accounting, documents, and calendars Supports web, iOS, Android, and API access Connects with major storage, accounting, email, and productivity tools	Covers intake, matters, documents, billing, trust accounting, and reporting Workflow and document automation support repeatable legal processes Web, iOS, and Android access with client portal capabilities
Cons	Client intake requires Clio Grow rather than core Manage No unlimited free plan Advanced capabilities require higher tiers	Pricing is region-dependent and requires contacting sales Implementation fees may apply The broad feature set may exceed the needs of narrowly focused firms
Our verdict	Clio Manage is cloud-based legal practice management software for law firms of varying sizes. It brings matter and contact management, document storage and generation, calendaring, tasks, communications, time and expense tracking, billing,… Read the review →	Actionstep is cloud-based legal practice management software for midsize law firms. It brings matter and case management, client intake, client communications, document management, workflow automation, time capture, billing, trust and… Read the review →

Strengths and trade-offs

• Clio Manage — where it wins

  • Covers matters, billing, payments, trust accounting, documents, and calendars
  • Supports web, iOS, Android, and API access
  • Connects with major storage, accounting, email, and productivity tools

  Where it doesn't

  • Client intake requires Clio Grow rather than core Manage
  • No unlimited free plan
  • Advanced capabilities require higher tiers

• Actionstep — where it wins

  • Covers intake, matters, documents, billing, trust accounting, and reporting
  • Workflow and document automation support repeatable legal processes
  • Web, iOS, and Android access with client portal capabilities

  Where it doesn't

  • Pricing is region-dependent and requires contacting sales
  • Implementation fees may apply
  • The broad feature set may exceed the needs of narrowly focused firms

• CMClio Manage8.9/10 · 7-day trial

  Broad legal practice management with billing, trust accounting, automation, and mobile access.

  Visit ClioFull verdict →
• Actionstep8.7/10 · Pricing on request

  A broad legal practice platform for firms that need configurable workflows and accounting.

  Visit ActionstepFull verdict →