One for our Legal Friends

By March 20, 2014 November 27th, 2019 No Comments

It’s exciting to see yet another industry going through an overhaul in the way they manage their internal systems with the introduction of cloud based software solutions. We’d like to welcome on board our friends in the Legal world!


Actionstep has absolutely everything you need to manage your law firm, employees, case load and clients in a single application. It does everything from email, document assembly and time-tracking through to accounting. It’s cloud-based, which means you can access it securely from just about anywhere with an internet connection, regardless of whether you’re using a PC or MAC. Although Actionstep does absolutely everything from document generation to accounting, the creators also believe in giving their customers choice, which is why they integrate seamlessly with other leading software vendors like Xero and Office365. It has Apps to increase productivity, many of them being free or a minimal monthly addition to the subscription like General Matter, Enduring Powers of Attorney and Conveyancing. At the core of Actionstep is the concept of Workflows. Essentially, a workflow lets you define the way you want different project types to be handled. This includes the steps involved in each project and the associated tasks that need to be completed at each step.

LEAP is legal practice management software that has been around a little longer than Actionstep for the legal industry however it now integrates with Xero for the accounting side of running any business. It has everything you need to run a small law firm and allows everyone in your firm to work organically – the way people in law firms work. It’s a single, elegant solution which increases efficiency unlike other outdated & inefficient systems. It has productivity tools such as document production, task & critical date management & matter based email. Practical legal guidance & precedent documents along with automated statutory & legal forms for all common areas of law and integrated online property & business searches. All the record keeping tools needed for documents, time, disbursements, legal & trust accounting.

Both Actionstep and Leap have the ability to manage Trust Accounting which is a must for Legal firms. Another option to throw into the mix for the management of your firm is WorkflowMax. Although not specifically designed for the legal industry, it has everything you need to manage your business workflow. Client management, quotes, time sheets and job tracking, document management, invoicing and again Xero integrated. It’s end-to-end workflow management software.


For more information about the above add-ons and how you can transition your legal firm, contact us atHTA Advisory.




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