Actionstep vs. Amicus Attorney by CARET

ActionStep is a powerful CRM and matter management tool. It provides many other good benefits too. For example powerful accounting and billing, time tracking and document management. Only in highly specific areas, like multiple many to many contact relations has it fallen short. But even in this highly specialized area, so many other benefits are provided that it hardly matters.

Amicus Attorney can probably be deployed very well in a law office that has a manager specifically dedicated to making it run smoothly, and who can keep track of the contacts, etc. In our firm, no one can spend the time to do this, so the information stored by Amicus gets a little disorganized, which has the effect of slowing us down

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• The workflows are great to automate simple tasks like notifying people when an engagement letter is signed.
• Mobility. Because it's in the cloud it's easy to access from anywhere.
• The scratch pad is a good way to take quick notes.
• ActionStep lets you create custom fields so you can make sure the data you need is collected.

• Very efficient calendaring with sync to Outlook calendar (option of Exchange or Outlook level synchronization).
• Case management including contacts, emails, documents, etc. to keep everything in one consolidated place.
• Document automation including Word merging or HotDocs (third party). Take case data including custom pages and fields and instantly create documents based on templates with ease.

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• ActionStep is difficult to setup. I suggest working with a consultant which increases cost.
• Needs mobile app.
• One of our practice areas, Property Law, request we have a many to many contact relation. ActionStep cannot accommodate this. However, no other software I have reviewed can do this either. ActionStep is the most robust that I have seen and comes closest to making this work.

• Partner channel doesn't really exist anymore
• Support of the product is extremely poor
• License agreement states you can only run it in their data center (not Azure or AWS, really Amicus?)

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I have worked with a lot of software. Each one has a different focus. ActionStep is better at workflow and task automation that the items above, in my opinion. However, having gone through many different deployments, what really matters is identifying your key requirements and needs. Then evaluation software against those. Once you have your requirements and software, focus on using that software to fix issues in existing workflow. This, when compared with ongoing training, is what it means to invest in software. Simply purchasing ActionStep or any software without identifying needs, problems in workflow or an investment in training is not a good plan. Neither is comparing the vendors to one another without knowing all of your specific needs.

In the time that I have been with my firm, we have not used any other comparable software. As a result I can't compare it to anything else that is out there

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• I love the workflows that can be deployed for practice areas to ensure consistency. This has reduced new employee onboarding time and increased the speed at which we can complete matters.
• Since ActionStep lives in the cloud, and we have O365 our firm is very mobile without spending lots of money in TS or other such infrastructure.
• Creating the workflows is a bit complex, so this increases the overall cost and makes an ROI take longer. I suggest spending a bit more initially to get everything setup and working with a consultant to learn how to do this on your own during that initial setup.

• Large software investment, if not properly configured and utilized this can be a time and money vacuum.
• If law firm does not have a consistent personality among employees, buy-in may be difficult as it's a significant workflow change for users.
• Can greatly benefit law firm if used properly and across board for all employees. Uniform data organization for cases and custom pages add to personalizing software for firm.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info