Comparison

Actionstep vs Clio

On the evidence we track, Clio leads this comparison with a composite score of 69/100. Scores are only directly comparable because these tools share a category; the full breakdown and every source is below.

Machine formatsMarkdownJSONGraphQLMarkdown is open. JSON and GraphQL need a free key.
Actionstep36
★Clio69
Score
vioscaleAI score
Actionstep36 / 100low · 33%
Clio69 / 100medium · 70%
Pricing
Free tier
Actionstep✗
Clio✗
Model
Actionstepquote
Price level
Actionstepunknown
Cliomid
Transparent
Actionstep✗
Clio✓
Integrations
Count
Actionstep10
Clio50
Security
Disclosure policy
Actionstep–
Clio✓
Gdpr
Actionstep✓
Clio✓
Iso27001
Actionstep–
Clio✓
Pci
Actionstep–
Clio✓
Soc2
Actionstep✓
Clio✓
Reliability
Status page
Actionstep–
Clio✓
Market
Availability
Content
Faq
Actionstep–

Capabilities

Feature-by-feature on the axes that matter for legal practice management. “-” means undocumented, not absent.

Capabilities
Deployment model
ActionstepCloud web app
ClioCloud web app
Iolta trust accounting compliance
Actionstep-
Clio-
Conflict of interest checker
Actionstep-
Clio-
Ledes ebilling aba task codes
Actionstep-
Clio-
Secure client portal for document sharing
Actionstep✓
Clio✓
Native email outlook gmail syncing
Actionstep-
Clio-
Microsoft word plugin document assembly
Actionstep✓
Clio-
Integrated credit card and ach processing
Actionstep-
Clio-
Time tracking and timer widgets
Actionstep✓
Clio✓
Matter centric calendaring rules
Actionstep-
Clio-
SOC2 type ii
Actionstep-
Clio-
ISO 27001
Actionstep-
Clio-
Pricing model
ActionstepFlat monthly per user
Clio-

What each one is

The product in its own terms, so the numbers below have context.

Actionstep

Integrated practice management and accounting platform combining matter management, client communication, billing, trust accounting, document assembly, and workflow automation designed for law firms.

Independently observed

Clio

Leader

A practice management system that helps law firms organize cases, track billable time, manage tasks and deadlines, and communicate securely with clients. The platform integrates with over 50 third-party applications to extend functionality.

Independently observed

Pricing

List pricing as published by each vendor, with the date we read it. Always verify at the source before you buy.

Actionstep

Subscription

Per user pricing plus implementation fees. Requires contacting sales.

  • Practice ManagementContact sales
    • Matter & Case Management
    • Client Intake & Form Management
    • Document Management, Assembly, & Storage
    • Client Relationship Management
    • Client Portal
    • +18 more
  • Legal AccountingContact sales
    • Multi-Currency General Ledger
    • Banking Transactions & Reconciliation
    • Profit & Loss Statements
    • Expense and Disbursement Management
    • Accounts Payable & Receivable
    • +5 more
as of verify ↗

Clio

Leader
from $49/moSubscription30-day trial

From $49/user/mo. Free 30-day trial.

  • Starter$49/user/mo
    • Store and manage every contact, matter, and document
    • Track time and expenses from anywhere
    • Client online payments (card, eCheck, Apple Pay, Google Pay)
    • Trust and operating account reconciliation
  • Core-
    • Everything in Starter, plus:
    • AI-drafted billing on schedule
    • Documents to calendar events and tasks
    • Automatic client updates from case activity
    • Secure client portal
  • Signature-
    • Everything in Core, plus:
    • Unlimited custom roles and permissions
    • Kanban board with matter stages
    • AI reports on profitability and productivity
    • Multi-currency billing
as of verify ↗

Platform & deployment

Where each product runs and how it can be hosted. A dash means undocumented, not unsupported.

Platforms
Web
Actionstep✓
Clio✓
Deployment
Cloud / SaaS
Actionstep✓
Clio✓

Integrations

What each product connects to. Counts come from the vendor's own integration directory where one exists.

Actionstep

10 total
  • Outlook
  • Gmail
  • Google Calendar
  • Google Drive
  • Microsoft Word
  • Microsoft Power Automate
  • NetDocuments
  • Xero
  • MiTimes
  • Josef
Independently observed

Clio

Leader
6 total
  • Apptoto
  • Nextchapter
  • Legalist
  • Clause
  • LawLytics
  • CyphraTek
Independently observed
Still deciding?

Actionstep or Clio: which one depends on you

A composite score cannot know your constraints. Describe them and both get re-weighted against what you actually need, with the evidence behind every position.

Free to run, no account needed to start. How the evaluation works

Comparison generated from independently-sourced facts. Every value links to its source and retrieval date. See the method.