Actionstep is a cloud-based solution for growing law firms with 1-50 users looking for a customizable workflow process. It provides attorneys with comprehensive solutions and flexibility to tailor their workflows. Actionstep is also good for highly organized document management and full accounting.
More About Actionstep
Actionstep is a robust practice management system that boasts a lot of features needed by small firms. You can manage both front-of-house and back-of-house with this program, covering everything from accounting and billing to email and document management. Its accounting software can replace any software you may be using now, as it includes check printing, cash and accrual options, sales tax, templates, and much more. Its client billing features allow you to take payments, bill by time or a fixed rate, track expenses, and more. You can also fully manage trust accounts. Its trust accounting tools, reports, and controls help you navigate strict rules and stay compliant. Communicate with clients via their secure client portal where you can send secure documents, chat in real-time, and more. Each matter has its own email inbox and outbox so that you can easily keep track of all correspondence within the matter. If you prefer using Gmail or Outlook, you can integrate your account to stay on top of file notes, tasks, documents, and more. Actionstep also features a QuickBooks integration, or you can choose to use Actionstep’s fully integrated accounting module. Document management is built right into each matter, so you can save documents locally within the matter file as opposed to saving them in a separate document folder. Your files are automatically backed up on Actionstep. You also have the option to integrate with Box, Dropbox, or Google Drive to save your files. Although their mobile app doesn’t grant you full access to all of Actionstep’s features, you can track time, file notes, access matter details, and more.
Actionstep offers 3 different pricing tiers:
- Actionstep Express allows you to get up and running with your law practice management at $49/user/month paid annually or $59/user/month paid monthly.
- Actionstep Pro offers more customization and automation features at $89/user/month paid annually or $99/user/month paid monthly.
- Actionstep Enterprise includes all the features of Actionstep pro plus integrated general ledge accounting. You will have to reach out to get a quote for this tier.
If you want to learn more about Actionstep, you can sign up for a free trial and demo, no credit card required.
Secure Client Portal
Billing & Invoicing