Banking & Finance Law Software
Manage complexity, enhance service, and keep client data secure with Actionstep’s law firm management platform for banking and finance law firms.
Designed for complex deal structures
In banking and finance law, complexity is the norm. From intricate deal structures to data-rich documents and a multitude of associated contacts, managing your practice can be a challenge. Actionstep simplifies the process by breaking it down into intuitive steps and decision trees that automate key tasks, trigger timely notifications, and keep everything organized. Stay on top of document versions, maintain a clear file structure, and provide real-time updates to your clients without missing a beat
One-click conflict check
Mitigate risk with Actionstep’s robust conflict checking system. With just one click, you can scan across all matters, emails, and contacts for potential conflicts. A downloadable report, complete with date and time stamps, ensures compliance and gives you the peace of mind that your firm is always covered.
Conflict CheckBoost efficiency, build relationships
Create ‘wow’ moments for your clients by staying ahead of their needs. Actionstep’s workflow notifications remind you to connect at the right time, opening the door to new revenue opportunities and strengthening relationships with both clients and external parties.
Workflows & Process ManagementStreamline your work, eliminate repetition
Stop wasting time on repetitive tasks. With Actionstep, you can generate documents, emails, and assign tasks to the right team members instantly. This gives you more time to focus on the high-value work that drives your banking and finance practice forward.
Workflow AutomationKeep client data safe
In the world of banking and finance, protecting sensitive information is critical. Actionstep’s secure client portal ensures that your clients can safely view, upload, and track their documents. Build trust with secure, transparent processes that safeguard client data.
Data ManagementFull visibility with powerful reporting
Gain deep insights into your practice’s performance. With custom list views and reports, you can monitor matter progress, team productivity, fee collection, and more—all with a few clicks. Actionstep provides a clear view of your firm’s financial health, helping you stay on top of what matters most.
Reporting 
Grow and scale your firm
Deliver superior service and watch your firm grow. With Actionstep’s built-in marketing, prospecting, and CRM tools, you can attract new business, nurture leads, and build lasting client relationships that fuel your firm’s success.
Marketing & Business Development 
How Actionstep works for your firm
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
Key features
Modern legal practice and accounting management software that adapts to your firm’s unique strengths and existing tools.
Filter by Category
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Work Efficiently
Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Delight Clients
Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
Delight Clients
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Oversee Firm
Security
Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Work Efficiently
Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.
Delight Clients
Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.
Oversee Firm
Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.
Firm Profitability
Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.
Firm Profitability
Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.
Firm Profitability
Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.
Firm Profitability
Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.
Oversee Firm
Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.
Grow Your Firm
Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base.
Work Efficiently
Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.
Oversee Firm
Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.
Grow Your Firm
Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.
Work Efficiently
Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more. Paired with in-depth reporting this can vastly increase your firm’s profitability.
Delight Clients
Client Communications
Create your perfect workflow to enhance the client experience by automating processes and tasks to send emails, reminders, and other communications to clients at the right time.
Work Efficiently
Workflow Automation
Let your workflows work for you. Automate every step of your firm’s processes, from client intake to case resolution.
Work Efficiently
Document Automation
Generate personalized, ready-to-send documents and emails in seconds with Actionstep’s powerful document automation features.
Delight Clients
Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.
Grow Your Firm
Webforms
Capture important information from new business and existing clients directly from your website using Actionstep’s customizable legal webforms.
Oversee Firm
Compliance
Actionstep’s comprehensive compliance solutions are designed to help your firm meet all financial and legal obligations.
Grow Your Firm
CRM
Our CRM for law firms streamlines client management, enhances communication, and boosts efficiency so each client feels prioritized.
Work Efficiently
Template Management
Create personalized, accurate, and professional legal documents, emails, and invoices faster and more accurately.
Oversee Firm
Project Management
Streamline task management, deadline tracking, and document organization with one platform.
Work Efficiently
Email Management
Automate and streamline how you send and store email communications at your law firm.
Firm Profitability
Invoice Management
Streamline your law firm’s billing processes by enabling your team to send invoices while ensuring accuracy and compliance.
Delight Clients
Knowledge Center
Centralize and securely store human resource documents, client service policies, internal processes, and other important documentation for your team to access.
Firm Profitability
Financial Reporting
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Oversee Firm
Data Management
Centralize and organize client data and important matter information in Actionstep’s secure data management system.
Work Efficiently
Microsoft Office
Keep productivity high with our matter management features that integrate with Microsoft Office 365.
Oversee Firm
Security
Backed by the industry leading Amazon Web Services (AWS) and powered by features like multi-factor authentication and single sign-on, you are provided with a secure, fast, and reliable law firm management platform.
Work Efficiently
Mobile App
Easily manage your workload on the go with the Actionstep Mobile App, available for iOS and Android.
Firm Profitability
Payment Processing
Securely and seamlessly handle client transactions with Actionstep’s law firm payment processing features.
