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The complete Legal Practice Management system with a workflow DNA, including matter files, document assembly, time-billing, trust accounting and more.


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.

Reviews & ratings

3.7 out of 5 stars
3 Reviews
5 star(67%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(33%)
Jessica Kinny
1 out of 5 stars
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.
Test User
5 out of 5 stars
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
5 out of 5 stars
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


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




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.