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Description
Actionstep is a complete legal practice management system for ambitious law firms.
Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step.
We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients.
Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.
Description
Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Bundledocs
Yes
Dropbox
Yes
Gmail
Yes
Hivelight
Yes
InfoTrack
Yes
Josef
Yes
LawToolBox
Yes
Microsoft 365
Yes
Mitratech HotDocs
Yes
Nekton.ai
Yes
Integrations
Bundledocs
No
Dropbox
No
Gmail
No
Hivelight
No
InfoTrack
No
Josef
No
LawToolBox
No
Microsoft 365
No
Mitratech HotDocs
No
Nekton.ai
No
Pricing Details
$49/month/user
Actionstep has 3 different product plans to deliver the best experience and value to law firms of all shapes and sizes.
Free Trial
Yes
Free Version
No
Pricing Details
$49 per month
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Actionstep Software
Founded
2004
Country
United States
Website
www.actionstep.com
Vendor Details
Company Name
TrustBooks
Founded
2014
Country
United States
Website
trustbooks.com
Product Features
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
No
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
No
Customer Statements
Yes
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
