Running the firm
Actionstep describes a modern, adaptable law firm management platform for midsize law firms, and claims more than 5,000 customers. Briefi is not practice management software.1
Advisor, head to head
Briefi vs Actionstep
These two do different jobs, and many firms could use both. Actionstep is law firm management software: it runs the matter. Briefi is the client side around it: the meeting, instructions and forms signed online, document requests and the client portal. If you need one configurable system for matters, that is Actionstep. If your gap is what happens with the client before and after, look at Briefi.
ReviewedLast reviewed 15 October 2026. Actionstep facts checked 15 October 2026
Choose Actionstep if
Choose Briefi if
- You want client meetings prepared, written up and followed up on one record
- You want instructions, forms and fee agreements signed online, with a firm countersignature
- You want to ask clients and third parties for documents and see what has come back
At a glance
Briefi Advisor and Actionstep, side by side
What each does today. Every line about Actionstep links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Actionstep | |
|---|---|---|
| Clients | ||
| Client portal | Briefi AdvisorAdvisor plansOff by default for each workspace; switch it on where you want it | ActionstepYesSecurely communicate matter updates, bill clients and share information3 |
| Intake forms | Briefi AdvisorYour own formsStart from a Word or PDF you already use. One short pre-meeting form ships ready to send. | ActionstepYesIntake and webforms for capturing client details3 |
| Data | ||
| Where your data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | ActionstepYour choice of four regionsAustralia, Europe, Singapore or the United States, on AWS. The Australian city is not named.4 |
Yes, todayPartly, or on another planNoNot stated
Actionstep runs the matter. Briefi runs the client conversation. The Actionstep pages we read describe no meeting tools and no e-signature feature, but they may exist, so neither is scored. A row appears only where Actionstep’s own pages say something we could check.
Where Actionstep wins
When Actionstep is the better choice
If any of these decides it for you, Actionstep is likely the better fit today.
A data region you choose
Actionstep stores a firm’s data in any one of four AWS data centres, one of them in Australia. Briefi stores in Sydney and does not offer a choice of region.4
A completed SOC 2 Type 2 examination
Actionstep announced that it completed a SOC 2 Type 2 examination.5
Connections to your other tools
Actionstep lists Office 365, Xero, Zapier, DocuSign, InfoTrack and others, and claims more than 50 integrations. Briefi has no connection to practice management or accounting software.1
Where Briefi is different
The meeting, the instructions and the signed copy on one record.
Briefi covers the client side of the practice. It does not replace your practice management system.
- Meetings prepared and written upMeetings
A brief before you meet, a recap after with decisions and actions that have an owner, and a follow-up drafted for you to check and send from your own mailbox.
- Instructions and fee agreements signedSign
Each person signs on their own link, or together on one device, and a named member of your firm can countersign. The signed PDF carries a certificate page with a SHA-256 digest.
- Document requestsAdvisor
Ask a client, or a third party by upload link, for the files you need. A person on your team accepts or waives each one.
Briefi does not do trust accounting, time recording, billing or matter management, and it has no matter register or diary. It has no connection to Actionstep; a person on your team keeps the two in step. Identity checks are not available yet.
Pricing
Pricing compared
Briefi is priced per plan, not per user. Actionstep shows no prices on its pricing page.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Actionstep
From Request pricing, priced per user plus implementation fees, as their pricing page says
- Every plan on their pricing page says Request Pricing
Checked on 15 October 2026. Source 2
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Actionstep, asked often
Can Briefi replace Actionstep?
No, and it is not meant to. Actionstep runs your matters. Briefi handles the client meeting, forms, signing, document requests and portal around them. It does no trust accounting, time recording or billing.
Can we use both?
Yes. Briefi has no connection to Actionstep, so a person on your team keeps the two records in step.
Does Briefi protect legal professional privilege?
Briefi makes no claim about privilege. Whether a record is privileged, and whether sending client content to outside processors affects that, is for you to decide. The sub-processors page lists every service that receives content.
Where is my clients’ data stored?
In Briefi, stored in Sydney. Some processing uses providers overseas. The Security page lists them.
Does Briefi check a client’s identity?
Not yet. Today you can ask for ID documents in a document request, and a person on your team accepts each one.
Try it
Take one client through a meeting, a form and a signed copy.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Actionstep come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Actionstep, home page. https://www.actionstep.com Checked 15 October 2026.
- 2Actionstep, pricing. https://www.actionstep.com/pricing/ Checked 15 October 2026.
- 3Actionstep, features. https://www.actionstep.com/features/ Checked 15 October 2026.
- 4Actionstep, cybersecurity. https://www.actionstep.com/cybersecurity/ Checked 15 October 2026.
- 5Actionstep, SOC 2 Type 2 announcement. https://www.actionstep.com/actionstep-completes-soc-2-type-2-examination-reinforcing-commitment-to-law-firm-security/ Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/for/lawyers. https://briefi.sh/for/lawyers
- B2briefi.sh/advisor. https://briefi.sh/advisor
- B3briefi.sh/sign. https://briefi.sh/sign
- B4briefi.sh/security. https://briefi.sh/security