Comparison
CounselOS vs ActionStep
Strong workflow automation. Stretched by absorbing FilePro and LawMaster.
| Feature | CounselOS | ActionStep | Detail |
|---|---|---|---|
| Full AU trust accounting | |||
| Per-firm pricing | |||
| Month-to-month contracts | |||
| AI document drafting (native) | |||
| Time recording & billing help | Web app + Word/Outlook add-ins on Pro+ | ||
| AI legal research (AU-specific) | Citation checking; publisher feeds per firm | ||
| AI contract review | |||
| AI compliance policy generation | |||
| AI governance audit log | |||
| Unified approval inbox | |||
| Client portal | |||
| Built for switching (not absorbing) | |||
| Australian support quality |
Legal research uses governed AI with citation checking. Connections to paid publishers (such as Lexis or Jade) are only available when your firm has a signed arrangement — pilot demos may use sample cases, not a live publisher feed.
Record time in the CounselOS web app, including activity hints while you work in the browser. Microsoft Word and Outlook add-ins are available on Professional and Enterprise plans.
Conflict checking helps your team spot potential issues across clients and matters. It supports your professional judgment — principals can hold matters and approve releases when needed.
Trust accounting is built for Australian state and territory rules. Migration validation and external accountant review are part of standard onboarding for firms moving from another platform.
We will walk through your specific concerns about ActionStep in the call.