Side by side
Actionstep vs Loi
Both stand on legal crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhone
Actionstep brings legal practice workflows, accounting, and optional document, time-capture, and analytics modules together. Buyers should note that pricing is on request and there is no stated free tier.
Visit Actionstep Paid Web
Loi centralizes prospective-client intake and offers integrations with common communication and law-firm tools listed by the maker. Its beta status and per-user monthly charge are important considerations.
Visit LoiThe facts
| Actionstep | Loi | |
|---|---|---|
| Free plan | No | No |
| Open source | Not published | Not published |
| Runs on | Android, iPhone | Web |
| Lowest paid plan | Free or on request | Beta: $15 a month |
| Plans published | 8 | 1 |
| Maker | Actionstep | Not published |
| Website | actionstep.com | loi.law |
| On legal crm software | #11 of 35 | #29 of 35 |
Actionstep: what it does well
- Automates workflows from intake through case resolution.
- Includes client intake, portal, and document tools.
- Legal Accounting covers trust accounting and reporting.
- Mobile apps are available for iOS and Android.
- Security includes multi-factor authentication and single sign-on.
What to know first
- Pricing is available on request.
- No free plan or free tier is stated.
- Legal Accounting is available only in North America.
- No trial or refund policy is stated.
Loi: what it does well
- Combines calls, emails, and website inquiries.
- Automatically prioritizes inquiries by best-fit clients.
- Integrates with Twilio, Gmail, Outlook, OpenAI, and Clio.
- Intake forms, email, and SMS are listed.
- Client intake data is encrypted in transit and at rest.
What to know first
- No free plan is listed.
- The service is currently in beta.
- Beta functionality may change or experience outages and errors.
- Costs $15 a month per user.
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