Wise Owl as an Alternative to ActionStep

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How do they compare?   

Wise Owl Legal is the Top ActionStep Alternative:  

Organise your legal practice more efficiently with Wise Owl Legal. 

Meet a customisable, user-friendly, intuitive, legal practice management software cost effective alternative to Actionstep that includes all modules in a single monthly subscription, with no long term contracts. 

On this page we compare the key differences between Action Step and Wise Owl Legal focusing on features and user experience.  By examining these aspects side by side, we’ll provide you with your insights needed to choose the best practice management software that aligns with your team’s requirements.

Here are a few of the advantages of Wise Owl Legal over Action Step:

  • Complete Office and Trust accounting 
  • No Minimum Users
  • All modules included in your basic subscription; no need to purchase add-ons or build your own templates
  • No additional costs for extra modules
  • Allows posting of invoices and receipts as invoices and receive money in Xero – can run reports cash and accrual

This page is from a review of version xxx on July 2032 of ActionStep Software.

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    Benefits of Wise Owl Legal compared to ActionStep

    Platform
    Navigation
    Contacts
    Matters
    CRM
    Document Management
    Document Access
    Email
    eSignatures
    Export to PDF
    Scan in Physical Documents
    Safe Custody
    Billing
    Time Recording
    Fixed Fee Billing
    Clock Timer
    for Time Recording
    Trust Accounting
    View of bank rec adjustments
    Management of Bank Rec Adjustments
    Support
    Help Resources
    Cloud Product
    General Ledger
    API
    Pricing
    Contract
    Modules
    Number Users
    Data Sovereignty
    ActionStep
    Cloud Software
    Intuitive
    Flexible
    Flexible
    Set up a Matter for Marketing
    On the Matters, has folders, no document preview, can download documents or email, open directly to browser
    From the matter
    Email from Matter ; Gmail add-in
    Available
    Available
    Uncertain
    Advanced functionality, Mass billing, eBills
    Available
    Avialable
    Available
    Simple to use, easy to follow
    Ticketing system, with screen recording. No phone or email support
    Online help publicly available
    Cloud system no workstation installation
    Integrates with Xero or QuickBooks Online

    Choose Cash or Accrual accounting at set up time.

    Available
    Contract based
    You purchase 3rd party add ons for each different module you want to use
    Minimum three users; Aimed at mid sized law firms
    Available
    Wise Owl Legal
    Enjoy the flexibility of working on eihter Windows or Mac and the convenience of being able to view your work from most devices
    Intuitive
    Very Flexible
    Multiple addresses
    Multiple phone & email contacts
    Very flexible
    Multiple Re Lines
    Unlimited custom fields
    Part of Contacts module
    Very powerful; Merges directly to MS Word; Uses Office 365 Functionality
    We show you how to access your document store and back up all your documents ever created in Wise Owl Legal on set up
    Email from Outlook or from within Matter
    Available
    Available
    Included
    Based on packets that are held on behalf of clients; Not related to matters
    Very powerful
    Based on hours OR 1 OR 6 OR 10 OR 15 minute units; can be set per fee earner
    Fully functional as either Sole option or a supplement to Time Based Costing
    Coming in late 2023
    Trust Reports to assist with end of month reporting and multiple others to show information in a variety of ways
    Unlimited - the screen grows as list of transactions grow
    Separate Reversal entries generated
    4 hour turnaround on email support;
    Phone support available
    Easy access to Accountant where needed
    Amazing documentation
    Context sensitive help on every page
    Video tutorials
    FAQ's and Diagrams
    Descriptive instuctions with screen shots
    Cloud system no workstation installation
    Integrates directly with QuickBooks or Xero so your Accountant can stay away from your practice management and prepare your external financials in a system they are familiar with ;
    Cash or Accrual Accounting both available at all times
    Available 2024
    Based on simultaneous users
    No long term contract
    All modules included in subscription
    No mininum or maximum number of users; flexible to change users up or down with work load.
    Available
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