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.

    Explore all features of ActionStep
    image adapt 1000 high
    Play Video

    ActionStep + Xero

    Actionstep pushes trust and general ledger information to Xero.

    Reviews & ratings

    3.7
    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!
    DJ
    Dianne 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

    Added in 2012

    Countries

    Australia, Global, New Zealand, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughsupport@actionstep.com
    Although 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.