Actionstep Debuts Legal Accounting, Introduces Capture and Builder Products
Wisconsin Eagle/10279193

DENVER - WisconsinEagle -- Actionstep, a leading provider of cloud-based law firm management software supporting more than 2,200 law firms in North America, and nearly 4,500 globally, today announced the initial integration of Legal Accounting (formerly Soluno) with the Actionstep practice management platform, along with the addition of Builder, a complete document automation solution, and Capture, Actionstep's new intuitive forms solution. These new additions come on the heels of a highly requested product enhancement, Matter View, which offers total visibility across matter developments, activity, and files. These new Actionstep solutions and accounting suite will be previewed and showcased live throughout this week's ILTACON conference in Nashville.

Existing Actionstep customers will have access to integrated Legal Accounting in October, and both Builder and Capture will be available in November after early adopter pilot programs. Matter View is already in active use by customers as part of Actionstep's core practice management solution.

More on Wisconsin Eagle

• Real Estate Experts Highlight Jersey Shore as a Smart Buy in 2025
• $18 Price Target Issued in New Research Report After $34 Million Revenue Forecast from Acquisition; $101.5 Million Net Revenue in 2025; NAS DAQ: IQST
• West Dentistry Welcomes New Oral Surgeon to Enhance Patient Care
• The AML Shop Launches New Financial Investigations Unit, Appoints Director to Lead the Initiative
• Raidium révolutionne le diagnostic de la Sclérose en Plaques en partenariat avec l'Hôpital Fondation Adolphe de Rothschild

"Our top priority is to listen to our customers closely and build technology solutions that help midsize law firms thrive, work more efficiently, and provide the best client experience, all from within one central hub," shared Early Stephens, CEO, Actionstep. "Our latest product development efforts focus on connecting the most comprehensive accounting functionality with our practice management capabilities, along with market-leading document automation capabilities, advanced form and data capture, and deeper visibility into clients and matters."

Actionstep is highlighting the following during ILTACON this week:

Connected Legal Accounting + Practice Management: To date, Actionstep has provided both a Practice Management and a Legal Accounting product for law firms, used independently of each other. Actionstep has now connected these products to add an end-to-end law firm management solution to its suite of options for customers. Customers can share client, matter, and time-entry data across Actionstep's comprehensive, secure cloud-based legal accounting and practice management platform, eliminating duplicate data entry or reliance on disparate data silos. Law firms who use Actionstep's full-featured Legal Accounting suite in conjunction with Actionstep Practice Management will unlock more efficient ways to manage accounting, billing, time tracking, matter management, and document management, all powered by automation and powerful workflows.

More on Wisconsin Eagle

• New Podcast "Spreading the Good BUZZ" Hosted by Josh and Heidi Case Launches July 7th with Explosive Global Reach and a Mission to Transform Lives
• The Herbal Care, Led by Markel Bababekov, Becomes a Top Dispensary in NYC's Upper East Side
• Digital Watchdog Launches New myDW Cloud Services
• Stan Fitzgerald Appointed Acting Press Secretary for Veterans for America First VFAF Georgia State Chapter
• Drone Light Shows Emerge as the New Standard in Live Event Entertainment

Builder: With the Builder add-on to Actionstep, firms gain intuitive document automation designed to accelerate the creation of accurate legal documents throughout a matter's lifecycle. Users can create custom templates and standardize document creation workflows based on matter and client criteria, accelerating document production, improving document accuracy, and reducing document review tasks.

Capture: This intuitive forms add-on to Actionstep enables firms to capture relevant matter and client details using intelligent, custom forms that modify question sets based on responses. Once verified, Capture automatically adds collected data to the relevant Actionstep matter, keeping matters moving forward and up to date, adding a new level of productivity to client and matter management.

Matter View: Offered as a new capability built into Actionstep's practice management platform, existing users get total visibility across matter developments, activities, and files. Users can now view the full chronology of all documents, file notes, emails, and other communications associated with a matter, and find exactly what they need to complete related tasks - all from one screen.

For more details about Actionstep and its comprehensive platform offerings, go to www.actionstep.com. ILTACON attendees can visit Actionstep booth #651 to see the new products and enhancements in action.