Law Firm reporting
Financial Reporting for Law Firms
Make informed decisions and stay compliant with comprehensive, accurate, and advanced financial reporting.
Understand and manage the drivers of profit at your firm
Achieve financial accuracy always. Access trends and reports to make informed financial decisions and gain deeper insights into your business’s fiscal performance, ensuring precise and reliable financial data.
Effortlessly generate financial trends and reports
Accounting Document Templates
Streamline the document creation process by generating documents using templates that automatically populate fields with firm finance information.
Accounting Reports
Easily access accounting reports within your practice management platform providing detailed insights into balance sheets, income statements, creditor activity, account entries, and other essential financial data.
Productivity Statements and Dashboards
View a full report of revenue and expenses over a fixed period to assess your law firm’s profitability and net income.
Share financial statuses with leadership
Export data and create pre-built financial reports for unique insights into day-to-day details and strategic information about how your law firm is performing fiscally. Share reports with leadership to help manage and improve profitability of your law firm more efficiently.
Who we help
Take control of your firm’s success. Actionstep grows and evolves with your firm, supporting all practice areas and legal expertise.
