Offers case management, automated workflows, time tracking, billing, and document assembly. It is geared towards enhancing collaboration and streamlining processes.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Product description cites ability to create and assign legal cases/matters to users. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Notes reference streamlined progress monitoring and process management. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Actionstep provides categorization by matter type, jurisdiction, priority, supporting custom fields. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Key milestone and deadline tracking is highlighted in workflow automation. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Supports custom fields and metadata additions per case. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search/filter functionality is referenced in product and support documentation. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions possible on cases, such as reassigning and updating in batch. | |
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Linked Cases Link related cases for holistic review and management. |
Linked matters/case grouping is described for comprehensive case management. | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit/history logs are maintained for all activities per matter. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Centralized and secure document repository is core to Actionstep’s management suite. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Product features include tagging and categorization of documents. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search over documents is a listed feature. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Version control and tracking of revisions provided for document management. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR for PDFs and scanned docs is included in recent major updates. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Mentions ability to bulk upload and download documents. | |
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Document Commenting Users can add comments or notes to documents. |
Users can comment on documents, as per collaboration features. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Supports configurable retention and destruction policies for compliance. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
Product documentation and website list eDiscovery support. | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Actionstep enables assigning tasks to team members and individuals. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders and notifications for actions and deadlines are promoted capabilities. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Configurable visual workflow builder is specifically mentioned. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Enables creation of recurring, template-based tasks. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows available for document, invoice, and case processes. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Workflow engine includes automatic escalation triggers for unresolved tasks. | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress of tasks and workflows is tracked and visualized for users. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics on process and completion times are discussed in marketing collateral. | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
Full activity/audit trail for all user and system actions is included. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
RBAC and fine-grained permission settings available per user or group. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data is encrypted both at rest and in transit, confirmed on security page. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Single Sign-On (SSO) is one of the advertised enterprise features. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication described in support and setup documentation. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
SOC 2 compliance indicated on vendor's security and compliance web resources. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
No information available | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
Automated data retention schedules configurable in admin/compliance settings. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
No information available |
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Email Integration Sync email correspondence with case records. |
Supports email sync for correspondence logging. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integrations with major platforms is mentioned under major integrations. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling integration and billing integrations available for claims/legal billing. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
API access for inbound and outbound data interfaces documented. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Single click export/import between systems listed in data management capabilities. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
No information available | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Integration with SharePoint/Box and other DMS is a promoted integration. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Directory for tracking outside counsel and vendor partners available. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Engagement tracking for outside counsel assignments is a highlighted feature. | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance reporting module covers KPIs for outside counsel and spend. | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice and cumulative spend management is part of billing module. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
Vendor/counsel scorecards with feedback and rating available in vendor portal. | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Conflict check automation is listed as built-in risk management capability. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Outside counsel portal for collaboration and secure uploads is referenced. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
Automated approval processes for adding new counsel/vendors is included. |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Monitoring of legal spend by case, lawyer, and matter type available. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and comparative cost tracking provided in billing/financial suite. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual accounting is supported for pre-invoice cost capture. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Automated invoice compliance and guideline checks are provided. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Configurable approval workflows available for invoices. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboard offered for financial visualization. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Handles multi-currency matters for international clients per documentation. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Product offers a customizable report builder for users. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built legal KPIs for case outcomes, spend, and resolution are provided. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Configurable dashboards are prominently featured. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Report export (Excel/CSV) is standard in reporting feature set. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Scheduled/automated report delivery is offered to users. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc insight/queries possible via flexible filter and search tools. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization tools available for spend and performance reporting. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern, intuitive UI mentioned throughout product materials. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile access via web and native apps. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Self-guided onboarding and tutorials/wizards available for new users. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Supports multiple languages for interface according to documentation. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Personalizable dashboard/homepages for user-specific landing experience. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
Accessibility standards (WCAG/ADA) are claimed as met on their compliance page. | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal messaging/chat system included for team collaboration. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Threaded discussion/commenting available on cases and tasks. | |
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File and Link Sharing Share files or links related to cases within the system. |
Share files/links internally attached to relevant records. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
No information available | |
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Notification Center Central area to view all notifications and alerts. |
Centralized notification area is built into user interface. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Role/restricted guest access controls described in security/collaboration settings. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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