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
Gain control over every stage of your Immigration applications and appeals.
Price: £15 per user/month
Created by Advantage Consulting
Keep track of all the "stuff" your business owns.
Manage your DPA, intermediary and solicitor instructed cases.
Deeds Management, with reminders and Secure Document Exchange (SDX).
Staff recruitment, management files and wellbeing tools.
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.
Keep track of your insurance policies and related documents.
Price: From £60.00*
Manage your firm and remain compliant with SRA, COLP, COPF and more.
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*