Legal Trust / Client Accounting Software

Carefully manage client funds and stay in compliance with Actionstep’s cloud-based trust accounting / client accounting software for law firms.

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Always ensure compliance

With Actionstep’s comprehensive general ledger, you can access tools, reports, and controls that ensure your law firm is compliant with all federal, state, trust, and tax regulations.

Three-way Trust Reconciliation

Three-way trust reconciliation speeds up bank reconciliation and ensures your law firm’s transactions, bank statement, and client trust ledger have been recorded accurately.

Trust Transactions

Process the payments, receipts, and transfers required to manage your trust funds in a compliant and user-friendly manner. Work smoothly with your billing and accounting functions that offer a full reporting suite to track every transaction accurately.

Trust Account Statements

View and produce one-off statements or use the bulk generator to create and send multiple statements at once.

Trust Requests

Pre-enter transactions that haven’t occurred yet for other staff to review and approve at a later date.

Trust Templates

Built in templates allow you to create compliant documentation for your trust transactions. You can customize these templates to match your firm’s own branding.

Pay Bill from Trust /Retainer

Apply trust/retainer funds to your invoices, transferring the funds from one account to another as part of that transaction. Retainer/trust payments can be set to automatically deduct from trust/retainer as you produce invoices or choose to manually apply funds.

General Retainers

Hold retainers within your operating account, managing the balance and applying them to newly created bills automatically. Retainers can be automatically topped up as the balance drops.

Compliance

All transactions and reports are compliant with our state bar association / regional law society requirements making it easy to stay compliant while minimizing the overhead that compliance can bring.

Manage trust/client and retainer finances, compliance, and security in one place

Gain a comprehensive overview of trust positions and client funds across all cases within your firm. Actionstep’s trust/client accounting features provide you with a 100% cloud-based trust/client accounting system packed with excellent accounting tools, reports, and controls that comply with strict trust accounting rules and regulations. In fact, Actionstep comes with built-in regional settings for different jurisdictions that helps firms establish compliant activity with each account.

Maintain important disciplines such as:

Ensuring your trust liability is always covered by trust funds in the bank
Tracking client funds by single or multiple clients
Providing plenty of audit trails and reports to keep the auditors happy
Visibility of trust position across different matters
Preventing overdrawing of client funds

Ensure trust liability and accuracy

Whether trust/client funds are in motion or at rest in the bank, stay assured you’re consistently compliant with financial movements within your firm.

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