Actionstep vs Litify
Litify scores 7.7/10 vs 7.6/10. Best for: Large firms and legal departments that already use Salesforce and want practice management that leverages the full Salesforce ecosystem.
Litify scores higher overall at 7.7/10 vs 7.6/10. Litify makes sense if you're a large firm already invested in Salesforce or if you need the customization power that only Salesforce provides. For everyone else, the licensing complexity and cost aren't justified.
Actionstep 
Litify Rank
#9 of 39
Rank
#8 of 39
Features
17/18
Features
18/18
Starting at
$69/mo
Starting at
Custom
User reviews
4/5 (200)
User reviews
4.3/5 (100)
What they cost
| Actionstep | Litify | |
|---|---|---|
| Starting at | $69 /mo | Contact for pricing |
| Free trial | No | No |
| Number of plans | 2 | Custom |
What the pricing really means
Actionstep publishes their pricing upfront, which is a good sign. Litify requires you to contact sales for a quote. When a company hides pricing, it usually means the cost is high enough that they want a salesperson to justify it before you see the number. Always ask for total year-one cost, not just the monthly subscription.
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 Litify wins
- Built on Salesforce, so you get enterprise-grade reporting, dashboards, and the entire AppExchange ecosystem
- Highly customizable without code — Salesforce admins can modify fields, workflows, and automations
- Scales to hundreds of users without performance issues, which many legal-specific tools can't handle
- Strong intake-to-case pipeline with lead scoring and automated follow-ups
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 Litify falls short
- No public pricing, and being Salesforce-based means per-user costs are significantly higher than standalone tools
- Requires Salesforce licenses on top of Litify licensing — double the cost
- Overkill for firms under 10 attorneys — the complexity isn't worth it
- No trust accounting built in
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.
Litify
Target: 10-500+ attorneys
Litify makes sense if you're a large firm already invested in Salesforce or if you need the customization power that only Salesforce provides. For everyone else, the licensing complexity and cost aren't justified.
Feature comparison
| Feature | Actionstep | Litify |
|---|---|---|
| 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
Litify scores 7.7/10 vs Actionstep's 7.6/10 in our ranking. Litify is the better pick for 10-500+ 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. Litify uses custom pricing (contact sales). Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-11.
Actionstep: No free trial. Litify: No free trial. Always test with your actual workflow before committing to an annual plan.
Actionstep covers 17 of 18 features we track. Litify covers 18 of 18. Litify 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. Litify 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 Litify if...
Large firms and legal departments that already use Salesforce and want practice management that leverages the full Salesforce ecosystem.