Pricing

Pre-built solutions to get you up and running quickly

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

The full power of Actionstep, including integrated general ledger accounting

• Matter Management

  Access, organize, and store all relevant information in one place

• Customer Relationship Management (CRM)

  Manage prospective clients using workflows, and convert into happy, engaged clients

• Workflow Automation

  Actionstep’s workflows allow you to add tasks to each step and set automated reminders, ensuring deadlines are met, and nothing gets missed

• Time Recording & Expense Tracking

  Record time from anywhere on any device, set multiple timers to run simultaneously, and automatically flow through to billing

• Intelligent Timesheets

  See all time records and disbursements at a glance, ‘Smart suggestions’ will help fill in the gaps, create activity codes to auto-fill descriptions and rates

• Hourly & Fixed Fee Billing

  Set up for hourly or fixed fee billing, and link these to workflows

• Mass Billing

  Reduce the repetition, process multiple bills at once by using predefined templates, setting key dates, and selecting payment terms

• Trust Accounting

  Stay compliant, track and manage client funds, get full visibility of trust positions across matters, accurate audit trails, full integration with the general ledger

• QuickBooks Online Integration

  Simple one-click integration, enter in your credentials, and the setup is automatic

• Xero Integration

  Simple one-click integration, enter in your credentials, and the setup is automatic

• Microsoft Office plugins

  Access Actionstep without leaving Microsoft Office

• Gmail Add-in

  Assign emails to matters without leaving Gmail

• Document Management & Storage

  Store files of any type in matters, create folders, download files, and upload to a matter with simple drag-and-drop functionality

• 45 Standard Reports included

  45 built-in reports for productivity, matters, billing, trust accounting, conflict checks, and more

• Contact Management

  Manage all your contacts from one place, view associated matters, and CRM history

• Calendar Sync

  Continue using your Office 365 or Google calendar, and sync with Actionstep

• Assign Emails to Matters

  Save emails to matters by forwarding or cc’ing them using a matter-specific email address

• Conflict Check

  Our one-click conflict check searches across matters, documents, file notes, and email, then the results are time-stamped and saved to a PDF

• Mobile app for iPhone & Android devices

  Stay connected, work from anywhere, any time, on any device

• Global Support

  With offices in Europe, Austalasia, and America, you can rest assured that we’re always here to help

• Bank-Grade Security

  Your data is protected by fully-encrypted transfers with HTTPS technology, making it as secure as Internet banking, ensuring it can’t be viewed or altered

• 2-Step Authentication

  Add an extra level of security to your login

• Data Sovereignty

  You choose where your data is located

• Data Guarantee

  Your data belongs to you, request a full export of your database and files at any time, no questions asked

• Client Portal

  Share documents and messages to your matter with other parties, using a secure channel

• Automate Client Intake

  Create enquiry forms for your website, stylize them to reflect your brand and identity, collect details from prospects, and convert the information into a matter

• Customize Workflows

  Design your own or modify existing workflows

• Phone Call Log

  Keep track of phone calls from one location

• Advanced Time Entry

  More options on how your users can create and use time records to suit how your business records time

• Reassign Work

  Take the work assigned to a staff member and allocate it to another staff member, perfect for reassigning work when an employee leaves

• Consolidated Billing

  Create a single bill for multiple matters

• E-Billing

  Use UTBMS and LEDES to code time and expense entries

• Advanced Trust Accounting

  Get advanced configuration options to help reduce data entry

• Detailed Audit Trails

  Keep track of staff memeber’s activity and data changes in the system

• Heads-Up

  Schedule custom reports to get sent straight to your inbox

• Customize List Views

  Choose what you want to see, create you own reports, combine information from matters, calendars, tasks, and billing

• Customize Email Templates

  Use our document assembly engine to automate emails by combining data wih email templates

• Document Templates & Automation

  Save time and avoid data re-entry by creating document templates with merge fields, that use information saved in your system. Create letters, checks, bank deposit slips, and more

• External Data Reporting

  Customize and access your own reporting and dashboards outside of Actionstep (additional costs may apply).

• Customize User Permissions

  Get more control over what users can see and do in Actionstep

• Advanced Calendar Sync

  Synchronize matter information with your Google or Microsoft calendar

• Send Emails from Matters

  Work efficiently by sending information directly from your matters to staff, clients, and external parties

• Email Templates

  Save time on text re-entry, and maintain accuracy by creating automated emails templates, using data from your system

• Matter Type Converter

  Change a matter from one type to another, and retain all information

• Advanced Search

  Find exactly what you’re looking for, search through matters, documents, file notes, emails, and more

• Knowledge Base

  An online resource to store your company policies and procedures

• Multi-currency General Ledger

  Full multi-currency general ledger on cash or accrual basis

• Banking

  Includes deposits, withdrawals, reconciliations, deposit slips, check series, and more

• Accounts Receivable

  Track your sales and debtors

• Accounts Payable

  Track your expenses and creditors

• Financial Reporting

  Includes balance sheets, income statements, trial balances, and more

• Multiple Divisions

  Track, tag, and report on transactions by division

• Dashboards

  Get an overview of your business at a glance, you have full control over layout and display options

• Actionstep calendar

  Open tasks and matters directly, link appointments to matters, create shared calendars, and view related appointments

• Advanced Customization
• Email Aliases

Optional add-ons:

• Practice Area Workflows

  Download pre-built workflows from our Marketplace

• App Integrations

  Integrate with applications like NetDocuments and HotDocs from our Marketplace

• API

  Connect to your favorite applications by using Zapier, or Actionstep’s own API

• Custom Reporting Download

  Get a download of your important business metrics, and load into your local (or hosted) database server

Optional add-ons:

• Dedicated Server

  Own a server with as much power as you need

• Database Backups

  Get periodic backups from Actionstep, and store these locally

• Priority support