role: accounting managers
Get better financial efficiency, accuracy, and clarity
Your focus is on efficient, accurate financial administration and providing insightful reporting that drives strategic decision-making. Let us give you the tools for precision and confidence.
Built for Legal Accounting Managers
You need a robust, reliable accounting technology solution that addresses the unique financial complexities of law firm accounting, including managing trust accounts and optimizing billing and collections. Actionstep’s law firm management platform connects legal accounting, billing, collections, trust accounting, and business intelligence, providing you with the tools to oversee your firm’s finances with precision and confidence.
We provide different accounting solutions based on the market. In North America, we have Actionstep Legal Accounting and in the UK, Australia, and New Zealand, we recommend our integration between Xero and Actionstep’s native accounting features.
Improve profitability with comprehensive legal accounting
Profitability is the cornerstone of any successful law firm, and our software is equipped with a full suite of accounting tools designed specifically for the legal industry. From general ledger and budget management to banking, vendor, and supplier management, our platform covers all aspects of your firm’s financial operations.
Track and manage finances across matters, clients, and departments, providing a clear view of your firm’s financial health. With powerful financial reporting capabilities, you can analyze profitability by client, matter, or practice area, identify trends, and make data-driven decisions that support your firm’s growth and profitability goals.
Reduce the pain of bill cycles
Take the admin out of collections
Rely on compliant trust accounting/client accounting
Managing trust /client funds with transparency and accuracy is critical for compliance. Actionstep’s fully integrated trust accounting /client accounting system is designed to meet the specific needs of law firms, ensuring that all client funds are managed according to industry standards and regulatory requirements. With features that include comprehensive trust accounting, real-time tracking of client funds, and automated compliance checks, our software ensures that liabilities are covered, and accounts are always audit-ready.
Understand firm financial health
Understanding the financial health of your firm requires access to reliable, consistent data from across your firm. Actionstep provides standardized and customizable reports across matters, clients, billing, trust, and accounting, giving you insights into every aspect of your firm’s finances. Our intuitive reports allow you to monitor key metrics in real time, identify trends, and make proactive adjustments that support your firm’s strategic financial objectives.
Whether you’re preparing reports for partners, analyzing profitability by practice area, or tracking billing efficiency, our platform provides the data you need to make informed financial decisions.
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
