Client Accounting Software for Law Firms

Cloud-Based Legal Client Accounting Software that
helps you stay compliant with ease

Trust Accounting Software for Law Firms

Manage Client Funds Transparently

Managing funds for your clients is an important responsibility and needs to be managed carefully.

Actionstep provides you with a 100% cloud-based client accounting system. It’s feature-packed with excellent tools, reports, and controls that comply with the strict client accounting rules and regulations.

Actionstep’s client accounting system is fully integrated with the general ledger and maintains important disciplines such as:

  • Ensuring your liability is always covered by client funds in the bank.
  • Tracking client funds by single or multiple clients.
  • Providing plenty of audit trails and reports to keep the auditors happy.
  • Visibility of position across different matters.
Client Funds
Comprehensive Reporting

Comprehensive Reporting

Generate all the reports you need at the click of a button:

  • Account Ledger
  • Accounting Payments/Receipt Cash Book
  • Reconciliation Summary
  • Lockup
  • Transfer Journal
  • Matter Balances
  • Stale Balances
  • And more…