Actionstep vs MyCase (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 MyCase if

• Fits if you're a solo or small firm that wants cases and billing in one place
• Works for firms that already take card payments through LawPay

Look elsewhere if

• Pricey if you need intake forms, eSignature, workflows or texting, which all need Pro at $100 a user billed yearly
• Tight if you want conflict check tracking, split billing, Desktop Drive or the open API, as those are Advanced only at $130
• Watch out: three-way trust reconciliation is the $39 a user MyCase Accounting add-on, and Basic can't have it
• Watch out: court-rules calendaring is a separate subscription, and fees already paid aren't refunded if you cancel
• Skip it if you want to stay free, as there's only a 10-day trial and no free plan

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.

MyCase

• Intake forms, the legal CRM, eSignature, workflows and two-way texting all need Pro at $100 per user / month, billed annually.
• Conflict check tracking, split billing, Desktop Drive and the open API are limited to Advanced.
• MyCase Accounting, for three-way trust reconciliation, is a $39 per user / month add-on on Pro and Advanced only.
• Court-rules calendaring needs a separate subscription, and fees already paid are not refunded on cancelling.

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.

MyCase

Cases, calendar and documents

Each case holds its notes, tasks, events, documents and contacts. A shared firm calendar shows statute of limitations dates, and document storage is unlimited on every plan.

Time, billing and trust accounting

Track time and expenses, turn them into invoices, and keep trust ledgers per client and per case with reconciliation. LEDES and batch billing, payment plans and interest come with Pro.

Payments through LawPay

Clients pay by card, eCheck or financing through 8am LawPay, with next-business-day deposits. LawPay has no monthly fee; processing rates apply.

Client portal and texting

Clients see their case and messages in a secure portal (limited on Basic). Pro adds unlimited two-way texting with images, a call log, internal chat and online intake forms.

8am IQ assistants

Pro includes AI writing and document assistants. Advanced adds a Case Assistant for summaries and timelines and a Discovery Assistant that runs OCR on 5,000 pages per user a month.

Claude connector and open API

An official read-only MCP connector lets Claude look up cases, documents and firm financials. The open API for building other links is on the Advanced plan.

Actionstep

Pricing could not be confirmed. See actionstep.com.

MyCase

• MyCase Basic$50

  per user / month, billed annually ($60 billed monthly)

  Case and contact management, time entry, invoicing, trust accounting, online payments, unlimited document storage and a limited client portal.

• MyCase Pro$100

  per user / month, billed annually ($120 billed monthly)

  Adds unlimited eSignature, document generation, workflows, intake forms and legal CRM, two-way texting, premium billing and the 8am IQ writing assistant.

• MyCase Advanced$130

  per user / month, billed annually ($150 billed monthly)

  Adds the 8am IQ Case and Discovery assistants, advanced document automation, Desktop Drive, conflict check tracking, split billing and the open API.

Actionstep

No public discounts listed.

MyCase

• Annual discount

  Save up to 16% with yearly billing

  MyCase's pricing page lists savings of up to 16% for paying a year upfront: $120 a year per user on Basic and $240 a year per user on Pro and Advanced.

• Other savings

  Bar association member discounts

  MyCase lists a member benefit for each of its partner bar associations and legal groups; ABA Advantage members, for example, get a 20% lifetime discount.