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LEGAL ACCOUNTING SOFTWARE

Accurate, Seamless Law Firm Accounting

Enhance firm profitability with a full suite of accounting tools tailored to midsize law firms, including general ledger, trust accounting, budgeting, banking, vendor management, and financial reporting. Legal Accounting can be integrated with Practice Management to ensure financial data is always accurate and up-to-date.

Run your law firm’s financial processes like clockwork

Ensure financial accuracy and reduce the manual effort of accounting operations with a complete general ledger and interconnected law firm specific accounting features. Manage expense/disbursements, banking transactions, vendor and client statements all while staying compliant with legal regulations and accounting standards.

General Ledger

Keep an organized record of all your law firm’s account balances and financial transactions in one place.

Expense/Disbursements

Easily capture and categorize expenses and disbursements while managing approvals. Establish internal controls and ensure accountability to meet audit and compliance requirements.

Bank Reconciliation

Connect your bank activity to Actionstep accounting to effortlessly identify and add missing charges, track errors and discrepancies, and automatically smart-match entries with bank feeds and deposit slips.

Automatically capture time as you work

Leverage intuitive time recording, intelligent time sheets, and suggestions as you work to ensure no billable time falls between the cracks. 
Time Tracking

Reduce billing administration headaches

Reduce end of month billing headaches with automated, accurate pre-bill processes, reliable bill templates and bulk billing capabilities.
Billing

Make informed financial decisions

Maintain real-time oversight across the health of your firm’s financials. In addition to profit and loss and core accounting reports, access more than 100 custom reports to assess budget adherence and profitability across practices, teams, and clients. Actionstep lets you explore trends and monitor key metrics to make informed financial decisions and gain deeper insights into your business’s fiscal performance.

Explore Financial Reporting

Financial Budgets

Create budgets directly in Actionstep and compare them to actuals so you have up to date financial forecasts for your firm.

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. 

Profit & Loss Statements

View a full report of revenue and expenses over a fixed period to assess your law firm’s profitability and net income.

trust accounting

Compliant trust and client funds management

Manage client funds transparently with a fully integrated, comprehensive trust accounting system that ensures liabilities are covered and accounts are audit ready. 
Explore Trust Accounting
legal compliance

Ensure compliance and risk management

Have confidence that regulatory, professional, ethical, and financial compliance is covered. Tailor workflows with compliance checks, tasks, and reporting to support industry requirements.
Explore Compliance

Ensure healthy cashflow and balances

Manage cashflow and reduce collections administration with accurate, real-time debtor reports, automated client reminders, and client-friendly payment tools. 

Explore Invoice Management

Client Statements

Generate client statements showing all outstanding and overdue invoices for payment. Statements can be produced for individual clients or multiple clients on a single invoice.

Automated Collections Reminders

Take the manual effort out of fee reminder communications. Schedule automated email reminders from templates, encouraging clients to pay on time, with less chasing.  

Aged Receivables

Review and take action from a full view of outstanding statements. Expedite bulk billing production and send PDF statements to hundreds of clients all at once.

Check/Cheque  Management

Streamline check management by creating custom templates for printing on pre-designed check stationery, all seamlessly integrated within Actionstep for convenient and efficient check printing.

Vendor Invoices, Payments, & Credits

Oversee, track, and manage your law firm’s vendor and supplier invoices, payments, and credits directly through the integrated functionality of Actionstep so you don’t miss important due dates.

Reduce the administrative burden of banking

Ensure financial accuracy between Actionstep and your law firm’s bank accounts without the heavy admin work.

Bank Transaction Entries

Gain a more complete picture of what transactions are taking place in your firm such as client receipts, client refunds, firm receipts, firm withdrawals, reversals, supplier payments, and trust transfers.

Electronic Batches 

Streamline grouping and processing financial transactions so your staff can handle multiple payments or invoices in one consolidated and organized workflow.

Deposit Slips 

Generate deposit slips based on transactions that you have entered into Actionstep in a few simple steps.

Three-way Bank Reconciliation

Simplify the reconciliation process and limit errors by using electronic files from your bank for a more automatic process.

“Actionstep has allowed us to grow, it has allowed us to expand because it adds systems, adds organization & efficiency. It gives me a platform for recurring revenue streams. It let me build a successful business that someone else wanted to buy.”

Amelia Crotwell

JD, Founder & Owner of Elder Law of East Tennessee

Connect your legal accounting processes with the rest of your practice

Transform your law firm’s productivity with Actionstep’s Legal Accounting suite that integrates with our practice management platform. 

Document Management

Store and access your documents with ease using Actionstep’s world class legal document management features. 

Document Management

Document Creation & Automation

Generate ready-to-send documents and emails in seconds with Actionstep’s document assembly and automation features.

Document Automation

Matter & Case Management

Custom data fields and more features let you process matters efficiently, ensuring nothing is missed.

Matter Management

Client Inquiry & Onboarding

Turn initial inquiries into long-term relationships with great service from the first point of contact. Easily assign clients a unique contact record and see contact histories, billing details, correspondence, matters, and related files in one place.  

Client Intake

Integrate your billing and accounting tools with Actionstep.

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