Actionstep vs Notarize
Side-by-side comparison of AI visibility scores, market position, and capabilities
Legal practice management and CRM for small and mid-size law firms with a highly configurable workflow engine. Auckland New Zealand; lets law firms build custom practice area workflows without developer resources;
About
Actionstep is a legal practice management and CRM platform headquartered in Auckland, New Zealand, with a significant presence in the United States, Australia, and the United Kingdom. Founded in 2004, Actionstep is known for its highly configurable workflow engine that allows law firms to build custom practice area-specific matter workflows without requiring developer resources, going significantly beyond the fixed templates offered by most practice management vendors. The platform provides matter management, client intake and CRM, time and billing, trust accounting, document management, and a client portal in a unified cloud application. Actionstep's configurability has made it popular with law firms that have complex, non-standard workflows—including immigration, employment, government contracts, and multi-jurisdictional practices.\n\nActionstep's workflow builder enables firms to define the exact sequence of tasks, documents, forms, and communications that should occur at each stage of a matter type, with conditional branching logic that adapts the workflow based on matter-specific variables. This flexibility allows law firms to encode their institutional practice processes directly into the software, creating a procedural playbook that ensures consistency across attorneys and matters at scale. The billing module supports time, flat fee, contingency, and retainer billing, with trust accounting compliance for US, Australian, NZ, and UK bar requirements. Actionstep integrates with LEAP, Xero, QuickBooks, DocuSign, and Salesforce.\n\nActionstep competes with Clio, LEAP, and Filevine in the law practice management market. Its configurability strength makes it most compelling for law firms with distinctive workflows that commodity practice management tools cannot accommodate well. For mid-size firms in immigration, employment law, or complex commercial practices that have outgrown one-size-fits-all practice management tools and want to build software-enforced process consistency without custom development, Actionstep offers a workflow-first architecture that stands apart from the competition.
Notarize (now Proof) pioneered and leads the US online notarization market; raised $130M+ including a $130M Series D (2021); rebranding under parent brand Proof which unifies notarization with eSign and identity verification;
About
Notarize is an online notarization company founded in 2015 by Pat Kinsel and headquartered in Boston, Massachusetts. The company pioneered the Remote Online Notarization (RON) market in the United States, becoming the first company to conduct a legally valid online notarization under Virginia''s landmark RON legislation. Notarize''s platform connects signers with commissioned notaries via live video sessions, integrating digital identity verification, e-signature capture, and tamper-evident audit trails to produce notarized documents that are legally equivalent to in-person notarizations across all 50 states (all of which have now enacted RON legislation or accept out-of-state RON documents).
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