It’s rare to find built-in accounting software that can replace the application you’re currently using. Yet, with features like check printing, bank reconciliation, a general ledger function, user permissions, and LEDES support, Actionstep can, likely, do just that. More importantly for some, though, lawyers can easily take client payments, send bills (hourly or a fixed rate), track expenses, and a whole host of other necessary accounting right out of the system.
Actionstep’s accounting software also helps firms fully manage their trust accounts. Obviously, this is important to most lawyers. Its trust accounting tools, reports, and controls help you navigate strict rules and stay compliant.
Unfortunately, not everyone can shift to different accounting software on a moment’s notice. A lawyer may, quite simply, be limited by what their accountant uses. As such, Actionstep also features integrations with both QuickBooks and Xero. Although, the Quickbooks integration is only available with the Pro or above package.
Secure Client Portal
The secure client portal allows lawyers to send secure documents to their clients, chat in real-time, provide limited access to client files, and more. Although it doesn’t appear that users can send text messages through the platform, this portal should obviate the need.
When using the built-in email, each matter that is created has its own inbox and outbox. Which should help keep track of all correspondence within the matter. However, if a lawyer prefers using Gmail or Outlook, they can integrate their account to stay on top of file notes, tasks, documents, and more.
Document management is built right into each matter, so users can save documents locally, and logically, within the matter file. This is as opposed to saving them in a separate document folder. Additionally, files are automatically backed up on Actionstep. However, for those who prefer to use a third party, the platform also integrates with Box, Dropbox, or Google Drive.
Although the mobile app doesn’t grant full access to all of Actionstep’s features, users can track time, file notes, access matter details, and quickly see appointments.
Who Actionstep is For
Actionstep is a robust, comprehensive, cloud-based LPMS with a lot of hard-to-find features. It boasts full accounting, a secure client portal, integrated email, and a highly organized document management system. It also has organization-wide workflows, and document automation that integrates with MS Word. Although it takes some setup commitment, it’s still likely a good fit for any small to medium-sized firm looking to simplify their tech stack.
Alternatively, though, since not everyone needs robust built-in features, some lawyers will find more than they need here. Additionally, it is not a platform that one generally sets up in an evening. As with most all-in-one platforms, users generally enlist the help of a set-up specialist.