---
description: Compare Actionstep vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Actionstep vs Clio Comparison
---

Breadcrumb: [Home](/) > [Business Management Software](/directory/4371/business-management/software) > [Actionstep \<span\>vs\</span\> Clio](https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio)

# Compare Actionstep vs Clio

Canonical: https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio

> Detailed comparison between Actionstep and Clio. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Actionstep | Clio |
| **Overall rating** | 4.2/5 | 4.7/5 |
| **Total Reviews** | 135 | 1749 |
| **Starting Price** | - | A$39.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Actionstep

- API
- Accounting
- Activity Tracking
- Archiving & Retention
- Billing Rate Management
- CRM
- Client Management
- Contract/License Management
- Customisable Templates
- Document Capture
- Document Management
- Document Templates
- Email Management
- Hourly Billing
- Multi-Currency
- Online Invoicing
- Real-Time Data
- Receipt Management
- Reminders
- SSL Security

### Clio

- API
- Accounting
- Activity Tracking
- Archiving & Retention
- Billing Rate Management
- CRM
- Client Management
- Contract/License Management
- Customisable Templates
- Document Capture
- Document Management
- Document Templates
- Email Management
- Hourly Billing
- Multi-Currency
- Online Invoicing
- Real-Time Data
- Receipt Management
- Reminders
- SSL Security

## Links

- [View Actionstep Profile](https://www.softwareadvice.co.nz/software/6638/actionstep)
- [View Clio Profile](https://www.softwareadvice.co.nz/software/449970/Clio)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Actionstep vs Clio Comparison","description":"Compare Actionstep vs Clio regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio","about":[{"@id":"https://www.softwareadvice.co.nz/software/6638/actionstep#software"},{"@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio#webpage","isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"inLanguage":"en-NZ","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"}},{"name":"Actionstep","description":"Actionstep is a cloud-based law firm management platform designed for midsize law firms that want to streamline operations, standardize legal workflows, and create a more connected experience for staff and clients. It is well suited for managing partners, firm administrators, operations leaders, practice managers, and legal teams looking to replace disconnected processes with one flexible system for managing the practice.​\n\nAt the center, is configurable workflow automation. Firms can build repeatable processes around the way they work, helping teams standardize tasks, reduce manual steps, improve consistency, and keep matters moving from intake through completion. Matter management tools centralize key information, tasks, communications, documents, and deadlines so teams have greater visibility into the work happening across the firm.​\n\nActionstep also supports client intake and relationship management with tools for capturing prospect and client information, managing intake workflows, and organizing communications. A secure client portal gives firms another way to share information and stay connected with clients throughout the matter lifecycle.​\n\nDocument management and automation capabilities help legal teams organize files, generate documents from templates, and reduce repetitive administrative work. Time tracking, billing, reporting, and analytics are also available within the platform, giving firms a more complete view of practice activity without relying on multiple disconnected systems.​\n\nFor firms looking to improve consistency and scalability, Actionstep’s flexible configuration allows workflows and processes to be adapted around different teams, practice areas, and operating models. Reporting tools help firm leaders monitor productivity, matter activity, and operational performance, while mobile access allows users to stay connected when working away from the office. ​\n\nActionstep also includes AI-assisted capabilities that can support tasks such as client intake, time capture, and filing, helping reduce administrative effort while keeping people in control of the underlying workflow. Security features such as multi-factor authentication support secure access across desktop and mobile environments.​\n\nBest suited for growing law firms that want more than basic case management. By connecting intake, matters, workflows, documents, client interactions, and reporting in one platform, it helps firms create more consistent processes, improve team visibility, and build an operational foundation that can scale with the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/bd7f889c-63a5-4bab-8731-7d70cbecf7cc.png","url":"https://www.softwareadvice.co.nz/software/6638/actionstep","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.nz/software/6638/actionstep#software","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":135,"ratingValue":4.2},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise, Chrome"},{"name":"Clio","description":"Ranked #1 and with the most 5-star reviews on Gartner, G2 &amp; Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. \n\nEnterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA.\n\nClio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome.\n\n100+ Bar approvals and approvals in all 50 US states.\n\nClio is proudly used by 400,000+ lawyers from large, small &amp; solo firms.  \n\nWork the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.\n\nManage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place. \n\nAlso, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease.\n\nThe software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing &amp; accounting, and access to a wide array of third-party apps. \n\nWith over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications.\n\nFinancial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements.\n\nThe Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked.\n\nSecurity plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1eef4d26-ac70-4b3a-8c83-af0865b2cbc3.png","url":"https://www.softwareadvice.co.nz/software/449970/Clio","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.nz/software/449970/Clio#software","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":1749,"ratingValue":4.7},"offers":{"price":"39","@type":"Offer","priceCurrency":"AUD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","@id":"https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Business Management Software","position":2,"item":"/directory/4371/business-management/software","@type":"ListItem"},{"name":"Actionstep vs Clio","position":3,"item":"https://www.softwareadvice.co.nz/compare/6638/449970/actionstep/vs/Clio","@type":"ListItem"}]}]}
</script>
