Actionstep vs Smokeball

Side-by-side comparison of AI visibility scores, market position, and capabilities

Actionstep leads in AI visibility (67 vs 65)

Actionstep

ChallengerLegal Technology

Legal Practice Management and CRM

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; serves US, Australian, and UK firms with strong client intake automation.

AI VisibilityBeta
Overall Score
B67
Category Rank
#1 of 1
AI Consensus
72%
Trend
up
Per Platform
ChatGPT
73
Perplexity
69
Gemini
77

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.

Full profile

Smokeball

ChallengerLegal Technology

Legal Practice Management for Small Firms

Legal practice management with automatic desktop time capture for small law firms; 20,000+ firms on platform. Chicago and Sydney; Activity Intelligence tracks all attorney desktop activity to capture billable time automatically, reducing time leakage versus manual timekeeping.

AI VisibilityBeta
Overall Score
B65
Category Rank
#1 of 1
AI Consensus
63%
Trend
up
Per Platform
ChatGPT
57
Perplexity
70
Gemini
63

About

Smokeball is a legal practice management software company with offices in Chicago, Illinois and Sydney, Australia, serving solo practitioners and small law firms across the United States and Australia. Founded in 2012, Smokeball differentiates itself in the practice management market through its automatic time capture feature—Activity Intelligence—which tracks all attorney activity on the desktop (documents worked on, emails sent, phone calls made) and automatically creates time entries without requiring manual timekeeping. For law firms that bill hourly but struggle with time leakage from attorneys who fail to record all billable work, Smokeball's automatic capture typically increases captured billable hours by 20-30% on implementation, providing a compelling ROI story that drives adoption.\n\nSmokeball's platform includes case and matter management, document management with Microsoft Word integration for document creation and auto-fill, time and billing, trust accounting, task and deadline tracking, a client communication portal, and a robust forms library with court-specific forms pre-populated from matter data. The document creation workflow is particularly efficient—Smokeball's deep Microsoft Word integration and matter-connected form library allow attorneys to generate court filings, engagement letters, and correspondence with relevant client and case data auto-filled from the matter record. The platform also includes practice area-specific workflows for estate planning, real estate, family law, criminal defense, and personal injury, reducing setup time for firms in those practice areas.\n\nSmokeball competes with Clio, MyCase, and LEAP in the small firm practice management market. Its automatic time capture differentiator, deep document workflow integration, and pre-built practice area templates make it a compelling option for small firm attorneys whose time management and document production workflows drive day-to-day profitability. For firms billing hourly that suspect significant time leakage, Smokeball's Activity Intelligence offers a measurable productivity improvement that justifies switching costs from other practice management platforms.

Full profile

AI Visibility Head-to-Head

67
Overall Score
65
#1
Category Rank
#1
72
AI Consensus
63
up
Trend
up
73
ChatGPT
57
69
Perplexity
70
77
Gemini
63
66
Claude
59
67
Grok
70

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