
Actionstep
7.4#37 in legal practice management softwareAndroidiOS
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| Fact | Actionstep | CaseDesk |
|---|---|---|
| Client portal | The client portal supports secure updates, billing, and information sharing. | The privacy policy says the optional client portal is served from the user’s computer and documents are hidden from portal clients unless individually made visible. |
| Free plan | No | No |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | The privacy policy lists Google Gmail and Calendar, AI providers, Stripe, QuickBooks Online, Twilio, Box, OneDrive, Google Drive, Dropbox, CourtListener, and PACER RSS integrations. |
Actionstep suits legal practices seeking intake, case management, document, billing, and accounting tools in one platform. Its mobile apps support firms whose users need Android or iOS access.
CaseDesk is aimed at licensed attorneys handling matter management, deadlines, documents, and billing. Its offline operation and local data storage may suit attorneys who want case data kept on their machine by default.