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Actionstep vs Centerbase (2026): which should you pick?

As of Oct 24, 2026, Centerbase grades higher than Actionstep: 2.0 against 1.8 out of 4.0.

Checked Oct 24, 2026 · graded Oct 24, 2026 by ToolGPA

Centerbase grades higher on features. They get the same grade on value for money, the free plan, ease of use and platforms.

Price, platforms and features side by side. The table says where each price was read and when.

Actionstep

Practice management and legal accounting for midsize law firms

Paid

Centerbase

Practice management, billing and firm accounting for midsize firms

Paid

Which one is for you

Pick Actionstep if

  • Fits if you run a midsize firm and want matter workflows built around each practice area
  • Works for firms in the US, UK, Australia, New Zealand or Canada

Look elsewhere if

  • Watch out: there are no published prices, and each product and add-on is per user plus implementation fees, by quote
  • Skip it if you want to try it yourself, as there's no trial and setup runs through certified partners
  • Not for you if you're outside North America and want the Legal Accounting suite, which isn't sold there
  • Pricey if you need document automation, intake forms, AI time capture or analytics, as each is an add-on module
  • Watch out: AI workflow automation is listed as coming soon, so it isn't there yet

Pick Centerbase if

  • Fits if you run a midsize firm that has outgrown small-firm practice management
  • Works for managing partners and administrators who track profitability and work in progress

Look elsewhere if

  • Watch out: there's no published price or trial, and licences, onboarding and add-ons come in a quote after a demo
  • Skip it if you need to be up and running soon, as onboarding typically takes 12 to 14 weeks
  • Watch out: SecureChat, for calling and texting clients from the phone app, is a premium feature
  • Watch out: the Centerbase Payments transaction fee isn't published, though you can keep your own processor
  • Not for you if you're a solo or small firm, as it's built and priced for midsize firms

How we grade them

1.8GPAActionstepWeak2.0GPACenterbaseFair
Value for money
CNo price is published. Actionstep gives a price only on a sales call: each product and add-on is priced per user, plus implementation fees.
CNo price is published. Centerbase gives a price only on a sales call: licences, onboarding and add-ons are set out in a quote after a demo.
Free plan and trial
FNothing free on record: no free plan and no trial, just a demo or a call with sales.
FNothing free on record: no free plan and no trial, only a demo.
Features
CMatters, configurable workflows, calendaring, time capture, billing and trust accounting, with accounting, document automation, intake and AI as extras. The gaps the listing shows: no client portal on record, and the Legal Accounting suite is North America only.
BMatters, documents in SharePoint, tasks, two-way calendar sync, ePre-bills, a client portal, intake, trust and firm accounting, three kinds of timekeeping and Centerbase IQ reporting. The listing shows no gap in the core job.
Ease of use
CWe have no store rating on file for it. It's built for midsize firms and set up through Actionstep's certified partners rather than a sign-up, with implementation fees to match.
CWe have no store rating on file for it. Onboarding is included but typically takes 12 to 14 weeks, with implementation packages scoped and priced to the firm.
Platforms and integrations
BWeb, iPhone and Android, with Outlook, Word, Microsoft 365 and Lexidesk. No desktop app, and only four integrations on record.
BWeb, iPhone and Android, with Outlook, Word, SharePoint, Stripe, Billables.ai and AvidXchange. No desktop app of its own on record.
Best formidsize firms that set their own workflowsmidsize firms that want billing and books together

The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Actionstep and Centerbase. How we grade

Where they differ

  • Actionstep also covers workflow automation.
  • Centerbase also covers reports.
In commonWebiOSAndroidAI featuresTime trackingInvoicingBookkeepingCase managementTrust accounting

At a glance

ActionstepCenterbase
PricingPaidPaid
Starts atNot publishedNot published
Free planNoneNone
Free trialNone listedNone listed
Web
iOS
Android
Made byActionstepCenterbase, Inc.
Price read fromNot confirmedNot confirmed
CheckedOct 24, 2026Oct 24, 2026

Worth knowing

Actionstep

  • Actionstep publishes no prices: each product and add-on is priced per user plus implementation fees, by quote.
  • It is built for midsize firms and set up through Actionstep's certified partners rather than self-serve sign-up.
  • The Legal Accounting suite, with the general ledger and payables, is sold only in North America.
  • Document automation, intake forms, AI time capture and analytics are separate add-on modules; AI workflow automation is listed as coming soon.

Centerbase

  • Centerbase publishes no prices: licensing, onboarding and add-ons are all set out in a quote after a demo.
  • Onboarding is included but typically takes 12 to 14 weeks, with implementation packages scoped and priced to the firm.
  • SecureChat, for calling and texting clients from the mobile app, is described as a premium feature.
  • Centerbase Payments' transaction fee is not published; firms may keep their existing payment processor instead.

Key features

Actionstep

Matters and workflows
Matter and case management with task and process management, advanced calendaring and workflow automation that a firm shapes to each practice area.
Time, billing and trust accounting
Time capture with time suggestions and timesheets, billing, and trust and client accounting are included with practice management.
Legal Accounting
A multi-currency general ledger, bank reconciliation, payables and receivables, P&L statements, budgeting, forecasting and revenue recognition. North America only.
Builder and Capture
Builder fills letters, forms and contracts from matter data with conditional fields and a Word integration. Capture adds branded intake forms that can be embedded on a firm's site.
Actionstep Intelligence
Trace passively records billable work across Actionstep, Outlook and Word and drafts time entries; Acumen answers plain-language questions about firm performance.
Mobile app
iOS and Android apps to see appointments and tasks, run timers and create time entries, add file notes by voice, and search matters and contacts.

Centerbase

Matters inside Microsoft 365
Matter, document, task and calendar management. Outlook emails and attachments file to the right matter, calendars sync both ways, and SharePoint can hold the documents.
Billing and ePre-bills
Bills go through electronic pre-bill review before they are sent, and a client portal and client intake are included with the plan.
Trust and firm accounting
Trust and firm accounting with online banking and automatic trust reconciliation, so the books close in the same system as billing.
Three levels of timekeeping
Built-in timers and timesheets, Automated Time Capture that logs client calls, texts and emails from the mobile app, and Billables AI as a partner option.
Centerbase IQ
Ask questions about profitability, work in progress or AR aging in plain English and get charts and tables with links back to the records behind each number.
Centerbase Payments
Card, debit and ACH payments and automatic trust replenishment, powered by Stripe, with no platform fee; a standard transaction fee applies to each payment.

Plans

Actionstep

Pricing could not be confirmed. See actionstep.com.

Centerbase

Pricing could not be confirmed. See centerbase.com.

Common questions

Which is cheaper, Actionstep or Centerbase?

As of Oct 24, 2026, Actionstep has no price we could confirm, and Centerbase has no price we could confirm.

Which has a free plan, Actionstep or Centerbase?

As of Oct 24, 2026, neither Actionstep nor Centerbase has a free plan.

More comparisons

How this page was made

  • The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
  • The grades are our own, from each tool’s review or report card. The GPA is their average.
  • Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
  • The differences and the answers to the questions are worked out from those listings.
How we review and grade