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Actionstep Legal Accounting

Purpose-Built Legal Accounting. Complete Financial Control.

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Table of Contents

Actionstep Legal Accounting - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: September 2026

Actionstep Legal Accounting overview

What is Actionstep Legal Accounting?

Actionstep Legal Accounting is a cloud-based accounting, billing, and financial management platform purpose-built for midsize law firms. Designed to address the specialized financial requirements of legal practices, it brings general ledger accounting, trust and client accounting, time and expense tracking, billing, payments, and financial reporting together in one connected solution.

Comprehensive Law Firm Accounting

Manage financial operations with an integrated general ledger, chart of accounts, accounts payable, banking, and expense management capabilities. Support cash, accrual, and hybrid accounting methods while tracking firm transactions, vendor payments, client costs, and disbursements. Bank reconciliation tools, financial statements, and detailed transaction records help accounting teams maintain accurate books and streamline day-to-day financial processes.

Trust Accounting & Financial Controls

Manage multiple trust accounts, track client funds, generate trust reports, and perform three-way trust reconciliations. Built-in audit trails and compliance-focused accounting tools help firms maintain accurate records, support regulatory obligations, and strengthen oversight of client and operating funds.

Time Tracking, Billing & Payments

Capture billable time and expenses through timers, time-entry tools, and customizable timesheets. Flexible billing capabilities support hourly, fixed-fee, and retainer arrangements, along with pre-billing, split billing, consolidated billing, and electronic billing. Customizable invoice templates, billing workflows, and payment management tools help streamline invoicing and collections.

Financial Reporting & Analytics

Access financial statements and detailed reporting on accounts receivable, work in progress, trust balances, profitability, and firm productivity. More than 100 customizable reports provide insight into financial performance, helping finance teams monitor cash flow, evaluate profitability, and make informed business decisions.

Cloud-Based Access & Integrations

Access financial information through a cloud-based platform without maintaining on-premise servers. Actionstep Legal Accounting integrates with supported legal technology solutions, including NetDocuments for connecting documents with financial records and LawPay for online payment processing.

The platform can operate independently or integrate with Actionstep Practice Management to connect client and matter information, billing activity, and financial balances across the firm's technology environment.

Built specifically for legal finance operations, Actionstep Legal Accounting helps law firms consolidate financial processes, reduce manual administration, maintain accurate records, and gain greater visibility and control over their financial performance.

Starting price

99per user /
per month

view pricing plans

Pros & Cons

Legal Accounting

Cloud Access

Entry

Entry Editing

Screen Buttons

Actionstep Legal Accounting’s user interface

Ease of use rating:

4.5

(104)

Actionstep Legal Accounting reviews

Overall rating

4.5

104

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.81/10

Rating distribution

Pros

“Overall the customer service, look and functionality and just overall experience has been the best I have had from the like 8+ legal accounting software out there.”

Holly P.

Partner

“Soluno does not yet have a mobile app. ”

Leslee H.

Owner

“I love that it is a cloud-based software which means I can access my data from anywhere at any time which is great.”

Andrea Y.

owner

Cons

“In addition, I would like to keep Soluno running so that I can input my time as I go through my day, but it times out way too quickly, forcing me to log in again--I cannot figure out how to keep it from timing out so quickly. ”

Ann B.

Paralegal

“Only problems I have had in in regards to closing files errors and the time summary not lining up on the final invoices”

Helen N.

Legal Assistant

“One of the problems I found is editing the date if/when I inadvertently save time entries to the wrong date. ”

Ann B.

Paralegal

Who uses Actionstep Legal Accounting?

Based on 104 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Law Practice

Legal Services

Accounting

Use cases

Legal Billing

Law Practice Management

Accounting

Legal Accounting

Trust Accounting

Actionstep Legal Accounting's key features

Most critical features, based on insights from Actionstep Legal Accounting users:

Tax management

5.0

(1)

Bank reconciliation

4.3

(12)

Time & expense tracking

4.2

(5)

Check writing

5.0

(1)

Compliance management

5.0

(3)

Accounting

4.1

(12)

Case management

4.6

(7)

Document management

3.7

(6)

Cross Ledger Posting

4.0

(1)

All Actionstep Legal Accounting features

Features rating:

4.2

(104)

Access controls/permissions

5.0

(5)

Accounting

4.1

(12)

Accounting integration

(0)

Accounts payable

4.3

(3)

Accounts receivable

5.0

(3)

Accrual accounting

(0)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Notifications

(0)

API

(0)

Approval process control

(0)

Archiving & retention

(0)

Asset accounting

(0)

Audit management

(0)

Audit trail

3.3

(4)

Automated receipt matching

(0)

Automatic backup

(0)

Automatic billing

(0)

Bank reconciliation

4.3

(12)

Billable items tracking

4.7

(3)

Billing & invoicing

4.2

(50)

Billing rate management

(0)

Budgeting/Forecasting

(0)

Budget tracking

(0)

Bulk send

(0)

Calendar sync

(0)

Case management

4.6

(7)

Case notes

4.5

(2)

Chart of accounts

(0)

Check writing

5.0

(1)

Client management

4.0

(8)

Client portal

4.0

(1)

Compliance management

5.0

(3)

Compliance tracking

(0)

Conflict management

4.0

(1)

Contact database

(0)

Contact management

5.0

(1)

Contingency billing

(0)

Credit card processing

(0)

Cross Ledger Posting

4.0

(1)

Customer database

(0)

Customer statements

(0)

Customizable fields

4.3

(3)

Customizable forms

(0)

Customizable invoices

(0)

Customizable reports

(0)

Customizable templates

(0)

Data import/export

(0)

Data security

(0)

Docket management

(0)

Document capture

(0)

Document classification

(0)

Document management

3.7

(6)

Document storage

(0)

Duplicate detection

(0)

Electronic payments

(0)

Email management

3.0

(2)

Encryption

(0)

Expense claims

(0)

Expense tracking

4.2

(25)

Fee Calculation & Posting

(0)

File encryption

(0)

File management

(0)

Financial analysis

(0)

Financial consolidation & close management

(0)

Financial management

3.0

(1)

Financial reporting

4.1

(16)

For lawyers

(0)

For legal professionals

(0)

For small businesses

(0)

Fund accounting

(0)

General ledger

4.3

(13)

Hourly billing

(0)

Income & balance sheet

3.8

(10)

Invoice creation

(0)

Invoice history

(0)

Invoice management

4.2

(6)

Invoice processing

(0)

Journal entry processing

(0)

Legal case management

4.5

(12)

Microsoft Outlook Integration

(0)

Mobile app

(0)

Multi-Location

(0)

Online invoicing

(0)

Payment processing

(0)

Payroll management

(0)

Purchase order management

(0)

Real-Time data

(0)

Real-Time reporting

4.0

(1)

Receipt management

3.0

(2)

Remote access/control

(0)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Sales tax management

(0)

Secure data storage

(0)

SSL security

5.0

(1)

Tax management

5.0

(1)

Third-Party integrations

(0)

Time & expense tracking

4.2

(5)

Timer

(0)

Time tracking

4.8

(36)

Transaction management

(0)

Trust accounting

4.7

(17)

Two-Factor authentication

(0)

Workflow automation

(0)

Workflow management

3.0

(1)

Actionstep Legal Accounting alternatives

Actionstep Legal Accounting

4.5

(104)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.2

Value for Money

4.4

Customer Support

4.6

Clio

4.7

(1.7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.5

Customer Support

4.7

NetSuite

4.2

(2K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.0

Features

4.2

Value for Money

3.9

Customer Support

3.8

QuickBooks Enterprise

4.5

(20.6K)

learn more

Starting from

2210

Per year

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.1

Actionstep Legal Accounting pricing

Value for money rating:

4.4

(104)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

User opinions about Actionstep Legal Accounting price and value

Value for money rating:

4.4

(104)

To see what individual users think of Actionstep Legal Accounting's price and value, check out the review snippets below.

“Overall the customer service, look and functionality and just overall experience has been the best I have had from the like 8+ legal accounting software out there.”

Holly P.

Partner

“Soluno does not yet have a mobile app. ”

Leslee H.

Owner

Actionstep Legal Accounting integrations (7)

Integrations rated by users

We looked at 104 user reviews to identify which products are mentioned as Actionstep Legal Accounting integrations and how users feel about them.

NetDocuments

Integration rating: 3.8 (6)

“The integration did not work as expected”

Megan D.

COO

Actionstep

Integration rating: 5.0 (2)

“This is in progress but it will be the BEST once finished”

Holly P.

Partner

netDocShare

Integration rating: 4.0 (2)

Filevine

Integration rating: 4.0 (1)

Synergy Matters

Integration rating: 4.0 (1)

“We enter our time into Synergy as that is where we manage our documents and files and then we port the time into Soluno on a daily basis. It would be nice if we didn't have to manually port the time and if it was automatic but it still works fairly well. In the future it would be great if when we opened a file in Soluno that it would also automatically open in Synergy. ”

Kelsey B.

Paralegal

Other top integrations