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LAW FIRM MANAGEMENT PLATFORM 

Practice Management 

An adaptable practice management platform to manage all the business, administration and legal work at midsize law firms. Connect and organize your client, matter, document, administrative, billing, and management processes with modern law firm software and powerful automated workflows.  

Priced per user plus implementation fees 
Key Features
  • Matter & Case Management
  • Client Intake & Form Management
  • Document Management, Assembly, & Storage
  • Client Relationship Management
  • Client Portal
  • Custom Business Reporting
  • Marketing & Business Development
  • Client Communication
  • Advanced Calendaring
  • Task and Process Management
  • Data Management
  • Workflow Automation
  • Core Accounting Tools
  • Financial Reporting
  • Microsoft Office Connection
  • Access to Powerful Integrations
  • Enterprise-Level Security
  • Access to Support Team & Resources
included

Time capture, billing, and core accounting

Key Features 
  • Time Capture
  • Time Suggestions
  • Time Sheets
  • Comprehensive Billing
  • Trust Accounting
  • Client Accounting
  • Compliance Standards
LEGAL ACCOUNTING PLATFORM 

Legal Accounting

Available separately or as an addition to practice management, Actionstep’s Legal Accounting is a comprehensive accounting suite designed for midsize law firms. Manage firm profitability and ensure compliance with all accounting standards. Capabilities include general ledger, banking, accounts payable, trust accounting, revenue recognition, P&L statements, and custom financial reports.  
 
Priced per user plus implementation fees 
Key fEatures
  • Multi-Currency General Ledger
  • Banking Transactions & Reconciliation
  • Profit & Loss Statements
  • Expense and Disbursement Management
  • Accounts Payable & Receivable
  • Financial Reporting
  • Cashflow Management
  • Budgeting
  • Forecasting
  • Revenue Recognition
  • Payments

Comprehensive accounting in the cloud

Available in North America
LAW FIRM MANAGEMENT PLATFORM 

Practice Management 

An adaptable practice management platform to manage all the business, administration and legal work at midsize law firms. Connect and organize your client, matter, document, administrative, billing, accounting and management processes with modern law firm software and powerful automated workflows.  

Priced per user plus implementation fees 
Key Features
  • Matter & Case Management
  • Client Intake & Form Management
  • Document Management, Assembly, & Storage
  • Client Relationship Management
  • Client Portal
  • Custom Business Reporting
  • Marketing & Business Development
  • Client Communication
  • Advanced Calendaring
  • Task and Process Management
  • Data Management
  • Workflow Automation
  • Microsoft Office Connection
  • Access to Powerful Integrations
  • Enterprise-Level Security
  • Access to Support Team & Resources
included

Time capture, billing, and accounting

Key Features 
  • Time Capture & Time Sheets
  • Time Suggestions
  • Comprehensive Billing
  • Trust Accounting / Client Accounting
  • General Ledger
  • Profit & Loss
  • Accounts Payable & Receivable
  • Banking Transactions & Reconciliation
  • Financial Reporting
  • Compliance Standards
Get a head start

Actionstep accelerators

Get a head start on Actionstep’s adaptable practice management platform with our pre-packaged workflows and configurations, designed to accelerate the value you gain from Actionstep from day one. Reach out to learn more.

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Implementation 

Before implementing Actionstep, you’ll be connected with one of our trusted, certified implementation partners to set up your law firm management platform successfully.  

Our implementation partners all have expertise in the law firm management and legal practice management arena and undergo specialized certification processes to become consulting partners.   

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Finance options

Reduce the burden of up-front costs. Explore finance options for your implementation so you don’t have to delay using Actionstep.  

Enquire for more information.  

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Have questions?

Get in touch.  

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