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.

Play Video
ActionStep + Xero
Actionstep pushes trust and general ledger information to Xero.
Getting started
Contact sales@actionstep.com
Reviews & ratings
3 Reviews
5 star(2)
4 star(0)
3 star(0)
2 star(0)
1 star(1)
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!

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
By Actionstep
Added in 2012Countries
Australia, Global, New Zealand, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughsupport@actionstep.comYou might also like
CRM, Invoicing and jobs, Time tracking
Better Clinics
1
CRM, Invoicing and jobs, Time tracking
Online practice management software for health and fitness professionals. Sync your Better Clinics data with Xero to manage your accounting and allied health practice seamlessly – from wherever you are.
Time tracking
Deputy
90
Time tracking
Scheduling, timesheet, tasking and communication. Generate xero invoices in one click from worked time! Cloud based with native iOS and Android apps.
CRM, Time tracking
Freshdesk
1
CRM, Time tracking
Freshdesk's customer support software makes it refreshingly easy for businesses to make their customers happy.