Actionstep vs CASEpeer
CASEpeer scores 7.9/10 vs 7.6/10. Best for: PI firms that need medical records tracking, treatment timeline management, and settlement calculations built into their case management from day one.
CASEpeer scores higher overall at 7.9/10 vs 7.6/10. If you run a personal injury firm, CASEpeer does things that general practice management tools can't — medical tracking, settlement calculations, and demand letter generation. If you practice anything other than PI, look at Clio or MyCase instead.
Actionstep 
CASEpeer Rank
#9 of 39
Rank
#5 of 39
Features
17/18
Features
18/18
Starting at
$69/mo
Starting at
$79/mo
User reviews
4/5 (200)
User reviews
4.6/5 (200)
What they cost
| Actionstep | CASEpeer | |
|---|---|---|
| Starting at | $69 /mo | $79 /mo |
| Free trial | No | No |
| Number of plans | 2 | 3 |
What the pricing really means
At first glance, Actionstep looks cheaper at $69/month vs $79/month. But sticker price is only part of the story. Look at what is included on the base plan, how many users you get, and whether you need add-ons to get the features you actually need. The $99/month plan that requires $200 in add-ons is actually more expensive than the $250/month plan that includes everything.
Where Actionstep wins
- Workflow automation is the core feature, with step-by-step matter templates that ensure nothing falls through the cracks
- Strong in conveyancing and property law workflows, which few competitors handle well
- Built-in trust accounting with compliance checks for multiple jurisdictions (US, UK, AU, NZ)
- API is robust enough to build custom integrations without hitting walls
Where CASEpeer wins
- Medical records tracking and treatment timelines are built in, not bolted on — PI firms can track every provider, visit, and bill in one place
- Settlement calculator with lien tracking helps you see the real numbers before negotiating
- Capterra rating of 4.8/5 reflects genuine PI-firm satisfaction — the tool was built by a PI attorney
- Demand letter builder on the Pro plan generates settlement demands from your case data automatically
Where Actionstep falls short
- No free trial — you commit based on a demo
- G2 rating of 4.0 is below average, with users citing a steeper learning curve than competitors
- Interface looks dated compared to Clio or PracticePanther
- Originally built for the Australian/NZ market, so some US-specific features feel like afterthoughts
Where CASEpeer falls short
- Only useful for PI and related practice areas — if you handle any other type of law, you'll need a second tool
- Trust tracking is basic compared to dedicated accounting tools like CosmoLex
- eSignature is available as an add-on, not included in base plans
- No free trial and no public pricing on the website — you have to request a demo
Who is each product built for?
Actionstep
Target: 2-50 attorneys
Actionstep is the right pick if you want to systematize your firm's workflows so every matter follows the same playbook. The workflow builder is genuinely powerful. Skip it if you want a simple, pick-up-and-go tool — the setup investment is real.
CASEpeer
Target: 1-30 attorneys
If you run a personal injury firm, CASEpeer does things that general practice management tools can't — medical tracking, settlement calculations, and demand letter generation. If you practice anything other than PI, look at Clio or MyCase instead.
Feature comparison
| Feature | Actionstep | CASEpeer |
|---|---|---|
| Case Management | ||
| Case / matter management | ||
| Contact management | ||
| Conflict checks | ||
| Client intake forms | ||
| Client portal | ||
| Documents & Automation | ||
| Document management | ||
| Document automation | ||
| E-signatures | ||
| Email management | ||
| Billing & Accounting | ||
| Time tracking | ||
| Billing & invoicing | ||
| Trust / IOLTA accounting | ||
| Scheduling & Deadlines | ||
| Calendar management | ||
| Task management | ||
| Court rule deadlines | ||
| Platform | ||
| Reporting / analytics | ||
| Mobile app | ||
| API access | ||
Common questions
CASEpeer scores 7.9/10 vs Actionstep's 7.6/10 in our ranking. CASEpeer is the better pick for 1-30 attorneys. Actionstep is better if you need firms that want to standardize their workflows with step-by-step matter templates so every case follows the same process regardless of who handles it.
Actionstep starts at $69/month. CASEpeer starts at $79/month. Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-11.
Actionstep: No free trial. CASEpeer: No free trial. Always test with your actual workflow before committing to an annual plan.
Actionstep covers 17 of 18 features we track. CASEpeer covers 18 of 18. CASEpeer has broader feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
Yes, Actionstep has a mobile app. CASEpeer does too.
Yes. The main effort is migrating your data (customer lists, job history, invoices). Plan for 1-2 weeks of overlap where you run both. Most legal practice management tools can import CSV data. Ask both vendors about migration support before you sign.
The bottom line
Pick Actionstep if...
Firms that want to standardize their workflows with step-by-step matter templates so every case follows the same process regardless of who handles it.
Pick CASEpeer if...
PI firms that need medical records tracking, treatment timeline management, and settlement calculations built into their case management from day one.