iManage

This integration connects iManage with Actionstep Legal Accounting*, to unify your firm’s financial and document records. Lawyers and staff can access and save files to iManage while working in Actionstep Legal Accounting, keeping everything centralized under the correct matter. By linking accounting activity and document management, firms say organized, audit-ready, and efficient.

Benefits:

• Connects financial records and documents under the same matter
• Simplifies access and storage of documents from within Actionstep Legal Accounting
• Reduces time spent switching between platforms

*Available in North America only