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

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 LawToolBox if

• Fits if your firm already lives in Outlook and Teams
• Works for small firms that need court deadlines on the calendar

Look elsewhere if

• Skip it if you want a trial, because none is listed
• Tight if you want a short commitment, since it's a minimum of one year with no refund of the term
• Watch out: pricing assumes a licence for every Microsoft 365 mailbox in the firm
• Watch out: connecting NetDocuments, iManage, ECFX or InfoTrack costs $4 more per user

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.

LawToolBox

• It is a minimum one-year commitment. A subscription can be ended any time, but the vendor does not refund the current term.
• Pricing assumes a license for every M365 licensed mailbox in the firm.
• Connecting NetDocuments, iManage, ECFX or InfoTrack costs an additional $4 per user.
• AI and other integrated solutions cost extra, and the site gives no price for them.

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.

LawToolBox

Rules-based deadlines

Calculates deadlines for thousands of state and federal courts from a trial or event date and syncs them to a calendar. The vendor says attorneys watch court rules for changes daily.

Matter workspaces

Creates a shared inbox, document folder structure, calendar and notebook in Microsoft 365 for each matter.

Document management

Connects an existing document management system to deadlines, or uses Outlook, Teams and SharePoint as a lean one.

Outlook and Teams add-ins

Emails and documents can be saved to matters and deadlines calculated from within Outlook; there are also Teams, Word and Copilot versions.

AI and MCP options

The site lists LawToolBox AI, which extracts deadlines from legal documents, plus MCP connections for Claude, ChatGPT and Microsoft 365. Pricing for these is by quote.

Reports

Reporting covers change history, who edited what and when, and upcoming deadlines.

Actionstep

Pricing could not be confirmed. See actionstep.com.

LawToolBox

• 2-9 users$39

  per user / month, billed annually ($46 billed monthly)

  The same features at every size: rules-based deadline calculator, automated calendaring, matter management and document management in M365.

• 10-19 users$36

  per user / month, billed annually ($44 billed monthly)

  Same features, with a lower per-user price for a firm of 10 to 19 licensed users.

• 20-79 users$25

  per user / month, billed annually ($33 billed monthly)

  Same features, priced for 20 to 79 licensed users.

• 80+ users$21

  per user / month, billed annually ($24 billed monthly)

  Same features, priced for 80 or more licensed users. The vendor offers a custom quote for larger deployments.