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What is CSI Lawyer?

CSI Lawyer® provides a comprehensive and efficient solution specifically designed to manage all key operations related to the legal matter process. This innovative platform serves law firms of all sizes by equipping them with essential tools for effective case management and billing. It is capable of handling even the most complex cases that involve detailed pricing and invoicing requirements, while also being advantageous for smaller firms that seek a robust management system. Celebrated for its exceptional flexibility, CSI Lawyer adapts to your chosen business model and grows alongside your firm and its workflows. Instantly ready for use, it also allows for tailored modifications to meet particular organizational needs. Additionally, CSI Lawyer supports your organization’s shift to a digital environment by optimizing digital workflows and seamlessly connecting with other crucial systems, which helps to reduce paperwork, minimize manual labor, and decrease the risk of human errors. Consequently, it significantly boosts the efficiency and productivity of your legal practice, ensuring that your firm operates at its highest potential. This platform not only simplifies operations but also empowers legal professionals to focus more on their clients and less on administrative tasks.

What is Actionstep?

Actionstep serves as a comprehensive legal practice management solution tailored for ambitious law firms. With its adaptable and user-friendly software platform, Actionstep offers limitless opportunities to grow and refine your practice as a law firm. Designed in the cloud with workflow automation at its core, Actionstep enhances productivity for law firms at every phase. For over 15 years, we have dedicated ourselves to empowering legal professionals. As the pioneer of the world's first true cloud-based practice management system, we have witnessed our global clientele and team flourish, and we continue to push the boundaries of innovation. We hold a profound appreciation for the vital role lawyers play in shaping significant moments in our lives and businesses. We firmly believe that when lawyers establish efficient and contemporary practices, they are able to provide the highest quality service to their clients. Actionstep offers a fully customizable firm management system tailored specifically for law firms. Our software evolves with your needs, eliminating the necessity for you to adapt. Integrated workflows for legal processes, client management, and administrative tasks are embedded in our software, while automation is woven throughout all our features, ensuring that operations flow smoothly and minimizing the time dedicated to administrative duties. In this way, we help law firms focus more on what truly matters: their clients.

Media

Media

Integrations Supported

8am LawPay
Axis LMS
Box
HotDocs
InfoTrack
Josef
LawTap Legal Booking & Scheduling
LawToolBox
Microsoft 365
Nekton.ai
NetDocuments
QuickBooks Online
QuickBooks Online Advanced
SpeechWrite
Uptime Legal
VXT
Wufoo
Xero
iTimekeep

Integrations Supported

8am LawPay
Axis LMS
Box
HotDocs
InfoTrack
Josef
LawTap Legal Booking & Scheduling
LawToolBox
Microsoft 365
Nekton.ai
NetDocuments
QuickBooks Online
QuickBooks Online Advanced
SpeechWrite
Uptime Legal
VXT
Wufoo
Xero
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CSI Helsinki

Date Founded

1985

Company Location

Finland

Company Website

www.csihelsinki.fi/en/

Company Facts

Organization Name

Actionstep Software

Date Founded

2004

Company Location

United States

Company Website

www.actionstep.com

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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