Staying Compliant with Trust Accounting Regulations

October 21st, 2016

Actionstep has always enabled you to remain compliant with your trust accounting obligations, and we are pleased to announce we’ve recently been certified by the Law Society of New South Wales as fully compliant with new regulations.

This certification gives you even greater assurance that Actionstep is the best software to run your firm.

To deal with the variations in regulations between states, our team came up with a great solution: preconfigured plugins for each state of Australia. This means you simply need to select the plugin for your region and the software will automatically adjust the settings for you.

If you’re an Actionstep user, the plugin will already be configured in your trust accounting system. If you’d like to ensure you have the correct region selected, just click ‘Admin’ on the main menu, and then select ‘Trust Accounting’.

If you would like any more information on how the plugins work, feel free to contact us.

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Why choose Actionstep as your legal practice management software solution?

Trust accounting is only part of the picture. Actionstep is a powerful practice management system with integrated features such as matter management, time and fixed-fee billing, document automation, general ledger, workflow automation, and much more.

  • 100% cloud based – Actionstep is a cloud-based web application that can run on any device with an internet connection and a web browser. No need to worry about backups, upgrades, or expensive servers.
  • Affordable – At only AUD$60 per user each month, Actionstep is an affordable solution for your firm.
  • No long term contracts – You can stop using Actionstep any time you want and get a full extract of your data and documents.

Click here to find out more…

3 Concerns Preventing Law Firms From Moving to The Cloud (and How To Overcome Them)

October 3rd, 2016

Operating in the cloud is no longer an option, but a must. Most people already operate many parts of their personal and business lives in the cloud, and moving practice management from on-premise to the cloud makes sense on many levels given the advantages. But why are so many on-premise firms hesitant to take the plunge?

Migrating a practice management system to the cloud can be seen as complicated, costly, and risky. Selecting the right vendor, migrating all of your data, and getting fully setup can involve a huge disruption for your firm.

With some on-premise vendors withdrawing support for their software, law firms are understandably nervous about what the future holds for their current systems, and are looking to cloud based alternatives. While there are many cloud based systems available on the market, not all are equal in terms of their functionality.

Here are 3 things you’ll need to consider when considering moving to a cloud based legal practice management system:

1. Functionality

On-premise based systems have been around for decades, and over this time they have built up a breadth of features to meet lawyers needs. Unfortunately, most cloud based solutions are relatively new to the market, and finding a platform with the same functionality can be challenging. Make sure you select a system that can meet all of your firm’s needs – now, and in future.

2. Data migration

Mature firms will have built up a massive amount of data in their practice management system. Exporting this, moving it to a new system, and placing it in the right context can be a huge cost in terms of IT support and time. Ensure that your new cloud system will make this transition as seamless as possible.

3. Disruption to your business

Minimising disruption is crucial during this time to ensure your firm can keep working and not miss out on any billable time. Having knowledgeable consultants who understand the best way to handle the change is advised.

We have many clients who have always used server based software who have been contemplating going to a cloud solution. Because of the flexibility of Actionstep, and the depth of front and back office flexibility, we have successfully migrated firms to Actionstep.  The workflow and automation features have proven to be an important factor for our clients when it comes to increasing efficiency and profitability.

-Debbie Foster, Partner, Affinity Consulting Group

Actionstep – an ideal cloud replacement for your on-premise practice management system.

Actionstep is the only cloud-based system that can match or exceed the feature set of your current on-premise solution. Actionstep is extremely customisable, meaning that you can create data fields and workflows to match your current system – allowing you to migrate your data without losing any functionality.

To assist customers moving over from on-premise systems, Actionstep has developed an easy migration tool to help you move all of your data over to Actionstep.

This tool makes moving all of your existing contacts, matters, and back-office over to a modern cloud system painless, and minimises disruption for your firm. Best of all, we offer this as a free service.

The desktop app is easy to install, and extracts all of your existing systems data. This is then encrypted, and uploaded securely and seamlessly to your new Actionstep system.

We’ll also help you get setup and minimise disruption to your business with their expert support team and Certified Consulting Partners.


Ready to move your firm to the cloud?

Contact us to find out just how easy it can be.

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Coming soon: Time Billing enhancements

Actionstep already helps users manage their business and get paid with effective Time Billing features, but we’re always looking to make Actionstep even more useful.

Therefore, we are well underway on our major Time Billing upgrade that will improve existing functionality and add great new features.

Features such as alternative billing arrangements (including fixed-fee, hourly, and contingency), enhanced batch billing, and more productivity reporting tools will be available to use in your system ‘out of the box’. However, like everything else in Actionstep, you will have the freedom to customize these features to suit your firm.

These upgrades will be rolled out to our Early Access users over the next 6-months, and include:

  • General Retainer system (USA Only)
    Manage client retainer funds in your operating account and have them automatically apply against new charges on your client bills.
  • Fixed fee billing arrangements & support for other billing arrangement types
    Specify a fixed fee for your matters and have the system automatically charge the fixed fee when you bill. Optionally, track time on your fixed fee files to analyze profitability.
  • A smarter billing screen helps you get your bills out faster and more accurately
    Improved billing functionality lets you review and edit charges, and apply trust and general retainers as well as discounts.
  • Additional new look billing templates
    Additional legal specific billing templates include minimum retainer replenishment, lawyer time summary, statement of account, and much more.
  • Enhanced productivity reports
    Track productivity across your firm by staff, practice area, and client. New real-time metrics improve strategic and tactical decision making.
  • Batch billing features
    Bill clients in bulk using different criteria and accelerate your firm’s billing process.
  • Consolidated and split bills
    Consolidate bills for different matters belonging to the same client, and split charges between multiple parties based on percentage.
  • E-billing system upgrade
    Expanded functionality to manage your e-billing needs. Support for Ledes98B and other formats.
  • And more to be announced…

We’ll keep you informed about the new features, progress, and roll-out of each upgrade via our blog and social media pages. We’ll also announce when these features will be available to all users as soon as possible.

As always, we invite you to contact us if there is something you would like to see in Actionstep that would improve your business and processes.

Early Access

Be the first to use these new features and give us your feedback. Sign up to our Early Access Program here.

Infotrack Making Waves in E-Conveyancing

Congratulations to one of our partners Infotrack for revolutionising digital conveyancing, enabling their customers to complete the first paperless transaction in residential property using InfoTrack’s sign2Exchange and eCOS solutions.

To find out more visit the Infotrack website.

Infotrack is seamlessly integrated into Actionstep, delivering significant efficiencies, which allows you to improve your productivity, increase your profitability and stimulate growth. To find out more on this integration please visit the Actionstep App Store

Prepare to get “Zapped”

June 9th, 2016 by Ted Jordan

Yes, finally, Zapier support is here! This much-requested feature allows you to connect your other favourite applications to Actionstep. We’re in the final stages of testing and will release it into production before the end of June 2016.



Zapier allows you to create “Zaps” which connect Triggers to Actions when certain events occur in each application. The first release of our Zapier integration will support some essential Triggers and Actions and we will be adding to this list based on user demand.

For more information take a look at the Zapier section of the User Guide.