--- description: Actionstep : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Actionstep - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de gestion de la documentation juridique](/directory/10049/legal-document-management/software) > [Actionstep](/software/139923/actionstep) # Actionstep Canonical: https://fr.capterra.ca/software/139923/actionstep Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/software/139923/actionstep?page=2) > Actionstep est un système de gestion de cabinet juridique de premier ordre, donnant aux avocats le temps libre pour faire la différence envers les clients, chaque jour. > > Conclusion : 135 utilisateurs lui ont donné la note de **4.2/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise Actionstep? Pour les cabinets d'avocats soucieux de l'entreprise qui veulent simplifier leur façon de travailler, automatiser leurs processus uniques et optimiser leurs résultats juridiques. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.2/5** | 135 Avis | | Simplicité | 3.9/5 | D'après l'ensemble des avis | | Support client | 3.9/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 3.9/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.1/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Actionstep Software - **Pays**: Auckland, Nouvelle-Zélande - **Fondé**: 2004 ## Contexte commercial - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500 - **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur), Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais - **Pays disponibles**: Australie, Canada, Nouvelle-Zélande, Royaume-Uni, États-Unis ## Fonctionnalités - Base de données de contacts - Calcul des taxes - Calcul et validation des frais - Comptabilité - Comptabilité de fiducie - Comptabilité des actifs - Contrôles/Permissions d'accès - Facturation - Factures personnalisables - Gestion de cas juridiques - Gestion de l'impôt - Gestion de la communication - Gestion de la conformité - Gestion de projets - Gestion de versions - Gestion des calendriers - Gestion des cas - Gestion des clients - Gestion des conflits - Gestion des contacts - Gestion des contrats/licences - Gestion des documents - Gestion des factures - Gestion des flux de travail - Gestion des reçus - Gestion des tâches - Grand livre général - Génération de documents - Heures facturables et non facturables - Importation et exportation de données - Logiciels CRM (gestion de la relation client) - Mesure des performances - Notes de cas - Outils de collaboration - Paiements mobiles - Paiements électroniques - Portail client - Pour les professionnels du secteur juridique - Rappels - Rapports et statistiques - Recherche en texte intégral - Rédaction de chèques - Saisie de documents - Stockage de documents - Suivi des frais - Suivi du temps - Suivi du temps et des dépenses - Traitement des factures - Traitement des paiements - Validation croisée de la comptabilité ... et 1 fonctionnalités supplémentaires ## Intégrations (31 au total) - 8am CasePeer - 8am LawPay - Actionstep Legal Accounting - Box - DecisionVault - Docusign - Dropbox Business - EffortlessLegal - Gmail - Google Drive - HubSpot CRM - InfoTrack - Josef - Kenect - LawConnect ... et 16 intégrations supplémentaires ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels de gestion de la documentation juridique](https://fr.capterra.ca/directory/10049/legal-document-management/software) ## Catégories connexes - [Logiciels de gestion de cabinet d'avocat](https://fr.capterra.ca/directory/20038/law-practice-management/software) - [Logiciels pour gestion d'affaire](https://fr.capterra.ca/directory/30532/business-management/software) - [Logiciels de facturation pour le service juridique](https://fr.capterra.ca/directory/20039/legal-billing/software) - [Logiciels de gestion des cas juridiques](https://fr.capterra.ca/directory/20040/legal-case-management/software) - [Logiciels de gestion de la documentation juridique](https://fr.capterra.ca/directory/10049/legal-document-management/software) ## Logiciels similaires 1. [Xero](https://fr.capterra.ca/software/169561/xero) — 4.4/5 (3278 reviews) 2. [Jobber](https://fr.capterra.ca/software/127994/jobber) — 4.6/5 (1420 reviews) 3. [QuickBooks Online](https://fr.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8405 reviews) 4. [PayPal](https://fr.capterra.ca/software/179251/paypal) — 4.6/5 (26322 reviews) 5. [Abby](https://fr.capterra.ca/software/1036470/abby) — 4.7/5 (603 reviews) ## Avis ### "Very Detailed and Customizable CRM" — 4.0/5 > **Holly** | *17 avril 2025* | Comptabilité | Taux de recommandation : 7.0/10 > > **Avantages**: In depth features and options. I like the workflows option > > **Inconvénients**: Quite intensive user set up is needed in order to maximize the potential > > I am a new user but so far I have used it to mange my client base and it is more than what I need. ----- ### "Our firm uses Actionstep's workflows to increase efficiency & deliver better value to our clients" — 5.0/5 > **Natalie** | *21 décembre 2017* | Cabinet d'avocats | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 février 2020* | Cabinet d'avocats | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 mars 2022* | Services juridiques | Taux de recommandation : 3.0/10 > > **Avantages**: We like the matter dashboard a lot and it's probably the firms favorite feature since all the most important information is readily available. > > **Inconvénients**: 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 août 2020* | Cabinet d'avocats | Taux de recommandation : 10.0/10 > > **Avantages**: Comprehensive features, simple interface > > **Inconvénients**: 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. ----- Page : 1/7\ Suivant: [Page suivante](https://fr.capterra.ca/software/139923/actionstep?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/139923/actionstep) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées