--- description: Tudo sobre Actionstep: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Actionstep - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão Jurídica](/directory/20038/law-practice-management/software) > [Actionstep](/software/139923/actionstep) # Actionstep Canonical: https://www.capterra.pt/software/139923/actionstep Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/139923/actionstep?page=2) > O Actionstep é um sistema de gerenciamento de práticas jurídicas que dá espaço para que os advogados façam a diferença para os clientes todos os dias. > > Verdict: Rated **4.2/5** by 135 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Actionstep? Para escritórios de advocacia voltados para negócios, que desejam simplificar o funcionamento, automatizar processos exclusivos e otimizar a produção jurídica. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.2/5** | 135 Avaliações | | Praticidade | 3.9/5 | Based on overall reviews | | Suporte ao cliente | 3.9/5 | Based on overall reviews | | Relação qualidade/preço | 3.9/5 | Based on overall reviews | | Recursos | 4.1/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Actionstep Software - **Location**: Auckland, Nova Zelândia - **Founded**: 2004 ## Commercial Context - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500 - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Linux (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Available Countries**: Austrália, Canadá, Estados Unidos, Nova Zelândia, Reino Unido ## Recursos - Administração de impostos - Armazenamento de documentos - Banco de dados de contatos - CRM - Captura de documentos - Cobrança e faturamento - Contabilidade - Contabilidade de Ativos - Contabilidade fiduciária - Controle de despesas - Controle de horas - Controle de horas e despesas - Controle de versões - Controles/permissões de acesso - Cálculo e validação de tarifas - Cálculos de impostos - Faturas personalizáveis - Ferramentas de colaboração - Geração de documentos - Gerenciamento de contatos - Gerenciamento de documentos - Gerenciamento de faturas - Gestão da comunicação - Gestão de calendários - Gestão de casos - Gestão de clientes - Gestão de conflitos - Gestão de conformidade - Gestão de contratos e licenças - Gestão de processos judiciais - Gestão de projetos - Gestão de recibos - Gestão de tarefas - Gestão do fluxo de trabalho - Horas faturáveis e não faturáveis - Importação/exportação de dados - Indicadores de desempenho - Lembretes - Notas de caso - Pagamentos eletrônicos - Pagamentos móveis - Para profissionais jurídicos - Pesquisa de texto completo - Portal do cliente - Preenchimento de cheques - Processamento de faturas - Processamento de pagamentos - Razão geral - Relatórios e estatística - Validação cruzada do livro razão ... and 1 more features ## Integrations (31 total) - 8am CasePeer - 8am LawPay - Actionstep Legal Accounting - Box - DecisionVault - Docusign - Dropbox Business - EffortlessLegal - Gmail - Google Drive - HubSpot CRM - InfoTrack - Josef - Kenect - LawConnect ... and 16 more integrations ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Software de Gestão Jurídica](https://www.capterra.pt/directory/20038/law-practice-management/software) ## Categorias relacionadas - [Software de Gestão Jurídica](https://www.capterra.pt/directory/20038/law-practice-management/software) - [Software de Gestão de Negócios](https://www.capterra.pt/directory/30532/business-management/software) - [Software de Faturamento Jurídico](https://www.capterra.pt/directory/20039/legal-billing/software) - [Ferramentas de Gestão de Casos Jurídicos](https://www.capterra.pt/directory/20040/legal-case-management/software) - [Programas para Gestão de Documentos Jurídicos](https://www.capterra.pt/directory/10049/legal-document-management/software) ## Alternativas 1. [Clio](https://www.capterra.pt/software/105428/clio) — 4.7/5 (1691 reviews) 2. [LEAP](https://www.capterra.pt/software/147413/leap) — 4.2/5 (529 reviews) 3. [8am MyCase](https://www.capterra.pt/software/115613/mycase) — 4.6/5 (784 reviews) 4. [Smokeball](https://www.capterra.pt/software/133656/smokeball) — 4.8/5 (356 reviews) 5. [Actionstep Legal Accounting](https://www.capterra.pt/software/187835/soluno) — 4.5/5 (104 reviews) ## Avaliações ### "Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients" — 5.0/5 > **Natalie** | *21 de dezembro de 2017* | Escritório de advocacia | Recommendation rating: 10.0/10 > > **Vantagens**: Actionstep allows you to build custom workflows that you can use to manage any aspect of your practice. We believe in workflows so much that we dedicated an entire podcast episode discussing our experience with another lawyer obsessed with workflows too. We have over 50 workflows that help us to structure processes within our tax-litigation files, as well as for administrative matters, such as asking for client testimonials. We give our team peace of mind that nobody will miss anything as we have built in automated tasks, templates, checklists, and deadlines at every step of the process. We can make sure that the most appropriate team member performs each task. The workflows are also a great resource to help train new team members because we created detailed descriptions of how to complete each task with links to our internal knowledge base to give team members additional support where needed. In addition to custom workflows, Actionstep also allows you to gather custom data so that we can make more informed decisions. > > **Desvantagens**: Actionstep is unique and sophisticated. However, Actionstep falls behind its competitors and is underdeveloped in some key areas, such as budgeting capabilities, template user experience, graphical displays, mobile applications, and reports. Prospective users should not underestimate the commitment and resources required to build workflows and implement Actionstep. Building workflows requires time, money and, most importantly, grit. Not everyone is ready to make this investment in the future of their firm. Although you can outsource the technology aspect of inputting the workflows to the system, you need people within your firm identifying the steps and tasks that you want to build into the system. We are a very process-driven law firm with a lean focus, so Actionstep is perfect for us, but if you aren't familiar with process mapping it can be a daunting task. When you get over the initial investment of mapping your processes, you will see first-hand how quickly Actionstep improves your firm's ability to grow and deliver better value to your clients. We hope that Actionstep will continue to develop its product to address its limitations and bugs. Actionstep has promised that it is working to address the concerns that our firm and other users raise in the LinkedIn user forum and UserVoice feedback. We hope that Actionstep continues to improve the product, and we look forward to more progress. If so, we expect to continue to use Actionstep for a very long time. > > We are able to increase efficiency \& deliver better value to our clients because we have built automated tasks, checklists, templates, data collection, and deadlines at every step of the process. We know in advance which team member will complete the tasks, and we have peace of mind that nobody will miss anything. We can gather data about our files and make decisions based on real insight into our firm, rather than gut-based guesswork. ----- ### "Actionstep Workflows" — 5.0/5 > **Ozzy** | *25 de fevereiro de 2020* | Escritório de advocacia | Recommendation rating: 10.0/10 > > **Vantagens**: Actionstep automates task and reporting. Having the ability to customize it via workflows is a huge advantage for us. We also use the document merge features very heavily. > > **Desvantagens**: The home screen dashboard can use some design updates with relevant information. > > We were using a very archaic system with Time Matters. Since Actionstep is completely cloud base and accessed via a browser we were able to deploy it to all our remote locations without the need of installing and maintaining software. It was the best move we ever made. ----- ### "Upsides: File Management Downsides: Software Bugs, Customer Service, Integrations, and Set-up Costs" — 3.0/5 > **Peter** | *3 de março de 2022* | Serviços jurídicos | Recommendation rating: 3.0/10 > > **Vantagens**: We like the matter dashboard a lot and it's probably the firms favorite feature since all the most important information is readily available. > > **Desvantagens**: INTEGRATIONS: If you're looking to switch to AS because of the integrations they offer make sure they actually work exactly how you intend them to. Lawpay: If you use lawpay their integration is useless since it only grabs new charges and does not include any past due amounts. I brought this up because we really wanted this to function, but we were told they would not fix the issue. InfoTrack - One of the reasons we switched to AS and they don't actually integrate in US, even though their website states they do... Outlook - The bottom bar of the desktop version may not bill the correct amount. I asked for this to be fixed since it's easier to use this bar than the right bar they have, but it's been over 9 months... BILLING: If you close your billing at the end of the month be prepared to manually enter Trust payments to allocate the funds on the closing date and not for the next billing cycle, since the automated billing will automatically post these payments on the date you are running them, not on the date which you wish will be allocated. Another feature I have brought up, but essentially fell on deaf ears. If you work with probate matters where you don't bill your time, so you input a $0 amount, and you have matters that weren't worked on for the month, you cannot filter out between the two, so you'll end up printing bills for all matters. This is something i asked to have fixed in July 2021 and have yet to hear back regarding a fix (3/3/22) > > Unfortunately, the customer service is not up to par of that of our previous software, expect to receive a response from their support team 24-48 hours after you have contacted them. They have never answered the phone when I've called for immediate support, so I've stop trying this and just email even though i feel like for the amount we are paying we should be receiving quicker support. ----- ### "Small NY Metro Area Law Firm, T\&E" — 5.0/5 > **Gary** | *14 de agosto de 2020* | Escritório de advocacia | Recommendation rating: 10.0/10 > > **Vantagens**: Comprehensive features, simple interface > > **Desvantagens**: Like all similar programs out there, use of templates and other excellent advanced features requires regular use, or expense of consultants. > > We find it perfectly fits our needs. ----- ### "Great Product" — 5.0/5 > **Deborah** | *17 de novembro de 2023* | Escritório de advocacia | Recommendation rating: 9.0/10 > > **Vantagens**: I use this for my estate planning, probate, and elder law practice. The system has built in workflows, which I appreciate, and it grows with my firm. I like the client portal very much and the way I can track documents that I share with my clients and vice versa. Very easy to track my paralegal's work as well. > > **Desvantagens**: It does take time to learn and customize. Even with all that I use, I am not using it to its fullest capacity. ----- Page: 1 / 7\ Seguinte: [Next page](https://www.capterra.pt/software/139923/actionstep?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/139923/actionstep) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data