A ready-to-go practice management system
integrates easily with the tools you love
A customized system that automates your
and client management with tailored workflows
The full power of custom workflows and
automation combined with our heavy-weight general ledger
Document templates and preset workflows make this add-on the ultimate time saver.
Store key information to help you stay compliant with AML regulations.
Keep track of all the "stuff" your business owns.
Based on the Property Transactions and E-Dealing practice guidelines.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Manage your employees and recruiting processes.
Price: $5 per user/month
Enduring Powers of Attorney in relation to property, personal care, and welfare.
Manage your client’s personal information to comply with GDPR European regulations.
Simplified workflow for a variety of matters.
Delight your clients with this customer support add-on.
A simple, effective workflow to help manage different types of in-house legal matters.
Keep track of your insurance policies and related documents.
Record all required information when working on a Lease Management matter.
A secure repository to store all your password and login details.
Convert more leads into sales using a structured workflow.
Manage your estate planning matters with this simple workflow.
Price: $249 per firm, per month - Includes Actionstep daily data export fee*