The complete Legal Practice Management system with a workflow DNA, including matter files, document assembly, time-billing, trust accounting and more.
Overview
Trust accounting and practice management system for law firms. Tailored workflows for all your practice areas. Increase your firm's efficiency, profitability and quality by leveraging Actionstep's workflow and document automation features.
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ActionStep + Xero
Actionstep pushes trust and general ledger information to Xero.
Getting started
Contact sales@actionstep.com
Reviews & ratings
3 Reviews
5 star(67%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(33%)
JK
Jessica Kinny
Posted
The Actionstep/Xero integration is clunky and has not worked for me in over two months of trying (including after one of their support staff set up the integrations for me). So much wasted potential... I hope that they pull their socks up on this one.
TU
Test User
Posted
A must-have for anyone handling client money. Actionstep takes care of all the compliance requirements associated with trust funds and provides a full practice management solution at the same time. Simply excellent!
DJDianne Jewell
Posted
Actionstep and Xero are a beautiful partnership, naturally. Actionstep feeds Xero on a one-way basis to protect the Trust/Client data from unauthorised changes. Its an easy to use partnership.
Additional info
App details
By Actionstep
Added in 2012Countries
Australia, Global, New Zealand, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughsupport@actionstep.comAlthough Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.