Actionstep is cloud-based Law Practice Management Software (LPMS) for law firms with 1-50 users looking for an all-in-one product. Lawyers can use it to manage both front-of-house and back-of-house operations in one place. It covers everything from accounting and billing to email and document automation. Further, it has a highly organized document management system, workflow capabilities, and popular integrations.
For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.
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AbacusLaw is a hybrid product that uses an application on your local computer to access cloud-based data.
AbacusLaw is a custom priced product that requires you to contact their sales team for a quote.
AbacusLaw does not have any information regarding its security practices on its website. We suggest prospective users specifically ask about security during a demo.
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, you 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 you fully manage your 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. You may, quite simply, be limited by what your 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.
The secure client portal allows you to send secure documents to your clients, chat in real-time, provide limited access to their file, and more. Although it doesn’t appear that you can send text messages through the platform, this portal should obviate the need.
When using the built-in email, each matter that you create has its own inbox and outbox. Which should help you keep track of all correspondence within the matter. However, if you prefer using Gmail or Outlook, you can integrate your account to stay on top of file notes, tasks, documents, and more.
Document management is built right into each matter, so you can save documents locally, and logically, within the matter file. This is as opposed to saving them in a separate document folder. Additionally, your files are automatically backed up on Actionstep. However, for those of you who prefer to use a third party, the platform also integrates with Box, Dropbox, or Google Drive.
Although the mobile app doesn’t grant you full access to all of Actionstep’s features, you can track time, file notes, access matter details, and quickly see your appointments.
Actionstep offers 3 different pricing tiers: