Pricing

Our friendly sales team will work with you to find the best options and price to meet your needs.

Pricing

Express

Pre-packaged solutions to get you up and running quickly.

Firms looking for a quick-start on a modern practice management system that can grow with their needs over time.

$79

per user / month (paid annually)

$89 per user when paid monthly

  • Matter management
  • File notes
  • Tasks
  • Your choice of pre-packaged Workflows
  • Pre-packaged document assembly templates
  • Contacts
  • Document storage
  • Time recording
  • Hourly and fixed-fee billing
  • Conflict check
  • Calendar sync (Office 365 or Gmail)
  • Email (matter inbox only)
  • Reports and list views (pre-packaged)
  • Invoice templates (pre-packaged)
  • Full text search
  • Data sovereignty

Optional add-ons:

  • Trust accounting
  • Client portal
  • Webforms
  • Downloadable database backup
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Tailored

Tailor your system to your needs, and unlock the power of custom workflows.

Firms looking for a modern practice management system that they can customize to their needs.

$129

per user / month (paid annually)

$139 per user when paid monthly

  • All the standard features in Express PLUS:
  • Customizable workflows
  • Customizable document assembly
  • Customizable list views
  • Heads-up (list views via email)
  • User permissions and access controls
  • Office 365 integration (email, documents, calendar)
  • Outbound email, and email templates
  • Client portal
  • Webforms
  • Data import tools

Optional add-ons:

  • Trust accounting
  • Two-factor authentication
  • Partner integrations
  • Actionstep API access
  • Dedicated database server
  • Downloadable database backup
  • Priority support
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Enterprise

The full power of Actionstep, including integrated general ledger accounting

Large or growing firms looking for a comprehensive, fully-customizable, all-in-one, practice management and accounting system.

POA

Please contact us to discuss your specific needs.

  • All the standard features in Tailored PLUS:
  • Multi-currency general ledger
  • Banking
  • Accounts receivable
  • Accounts payable
  • Chart of accounts
  • Financial reports (balance sheet, income statement, etc)
  • Trust accounting
  • Two-factor authentication
  • Partner integrations (Xero, NetDocuments, etc)

Optional add-ons:

  • Custom reporting data download
  • Actionstep API access
  • Dedicated database server
  • Downloadable database backup
  • Priority support
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*GST may apply for individuals and non-GST registered companies.