What is better ActionStep or CARET Legal? There are lots of Law Practice Management Software products out there these days. The best way to find out which service fits your needs best is to compare them side by side. For instance, here you can review ActionStep and CARET Legal for their overall score (8.7 vs. 9.1, respectively) or their user satisfaction rating (100% vs. 96%, respectively).
You can even compare their features and pricing stipulations along with other helpful data below. When matching products make sure to examine their corresponding features and mark their disparities to get a clearer picture of both deals. Likewise, remember to evaluate other features such as security, backup, intuitiveness, and customer support.
At this time, the best services in our Law Practice Management Software category are: CARET Legal, PracticePanther, Clio.
ActionStep integrates with the following business systems and applications:
Zapier
HotDocs
NetDocuments
Google Drive
Dropbox
InfoTrack
Xero
Gmail
Microsoft Office
Office on Mac
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
ActionStep is a clever online practice management solution that gives you the tools you need to get sales, get your work done, and get paid all in a single application. It provides an integrated approach to managing the daily operations of law firms. The application offers matter management, document management, time recording, and billing.
CARET Legal offers quote-based enterprise pricing options and a free trial for all plans. Contact the vendor for a custom pricing quote at 800-726-3339.
Enterprise – By quote
Built-In Email
Basic Document Management
Calendaring
Task Management
Contact Management
Billing
Accounting
Reporting
Client Portal
Document Storage
LEDES Invoicing
Integrated Payments
Tier 1 – 24/7 Support
No minimum user count
Enterprise Plus – By quote
Everything in Enterprise plan +
CARET Analytics with standard dashboards and reports (coming soon)
Automated Workflows
Custom Permissions
Department-based Accounting
Advanced Document Management
Native Document Editing & Storage
Unlimited Matter Related Document Storage
Al-Generated Document Summaries
Enterprise Insights – By quote
Everything in Enterprise Plus +
CARET Analytics with configurable reports and dashboards
CARET Legal integrates with the following business systems and applications:
Lawmatics
HotDocs
Gmail
Office 365/Microsoft 365
Exchange
IMAP
Google Calendar
APX
LawToolBox
QuickBooks
Microsoft Word
Microsoft Outlook
Ricoh
RPost
OneDrive
Google Drive
Box
Dropbox
NetDocuments
uniFLOW
iManage
WorldDox
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
C.E. Borman & Associates, Smith Law Firm, Johnson & Krol, LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
CARET Legal (Zola Suite) is a cloud-based management platform designed for legal professionals and practitioners. It provides a 360-degree view of various operations through features such as CRM, intake management, billing, document management, task management, and more. It also comes with a client portal that is available on the web and mobile.
No Law Practice Management Software will manate to cover all the requirements of a business. Though main functionalities of ActionStep and CARET Legal are important you should also carefully analyze the integrations provided by every software. Quote frequently your team will already be making use of other types of SaaS software in your company and it’s always wiser to select products that integrate well with one another. If you do that you will be able to be certain of a reliable transfer of data between your teams and services, which can really reduce time devoted to migrating between one service and the next.
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