Legal Trust Accounting Software

Cloud-based legal trust 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 handled carefully.

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

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

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

Comprehensive Reporting

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

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