
Actionstep
7.4#37 in legal practice management softwareAndroidiOS
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| Fact | Actionstep | CaseFox |
|---|---|---|
| Client intake | Yes | Customizable intake forms and built-in conflict checks support new-client screening and case setup. |
| Free plan | No | Yes |
| Headquarters | Denver, Colorado, United States | Silicon Valley, California |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | Listed integrations include LawPay, PayPal, QuickBooks, Xero, Google Drive, Dropbox, Box, Google Docs, Microsoft 365, Google Calendar, Excel and Keap. |
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.
CaseFox suits solo practitioners and legal teams that need case management, billing, and trust-account tools together. It also lists CPAs, consultants, and investigators among its intended users.