For firms who need a ready-to-go practice management system and easy integration with the tools you love.

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For solos and single practice firms who need a ready-to-go practice management system and easy integration with the tools you love.

Efficient work management

Organize your work with well-tested pre-built, practice-area workflows and document automations that provide instant efficiency

Stay on top of administrivia

Track time and expenses on the go, set billing automations, synch calendars and be assured that nothing gets missed as processes move through our system workflows

Business insight

50 pre-designed reports give you oversight on all activities across your firm

Client management

Convert more business, and build strong relationships with built-in Customer Relationship Management (CRM).

Data security

Protect your data with bank-grade security. Retain full control of your data

Visibility on trust accounting

Gain full visibility of your client’s trust funds to track, manage and report on trust accounting and integrate with your general ledger

Easy Integrations

Keep the tools you love with easy integrations with tools like Xero, Quickbooks, Microsoft Office and Gmail (see more – marketplace link)

Never outgrow Actionstep

If you need greater automation and customization, seamlessly change plans to Practice Pro or Enterprise