Actionstep vs Dye & Durham Legal Accounts

Actionstep is legal practice management software that organizes work from client intake through case resolution. Its Practice Management offering includes matter and case management, intake and forms, document management and assembly, a client portal, workflow automation, billing, and trust accounting. Legal Accounting can be purchased separately or added to practice management; it covers general ledger, banking and reconciliation, accounts payable and receivable, payments, trust accounting, and financial reporting, and is available only in North America. Add-on modules include Builder for document templates and matter-data population, Capture for intake forms and document collection, Trace for activity capture and AI-drafted time narratives, and Acumen for dashboards, metrics, and AI-powered questions and explanations. Actionstep connects with Microsoft Office 365 and provides access to integrations. Its mobile app is available for iOS and Android. Security includes AWS, multi-factor authentication, and single sign-on; the company completed a SOC 2 Type 2 examination. Pricing is on request, and no free plan or free tier is stated.

Dye & Durham Legal Accounts is accounting software for law firms, with tools for legal cashiers, COLPs and COFAs. It supports compliance with SRA, HMRC, CLC Accounts Code and Scottish Accounts Rules, as well as MTD and AML. Warnings and alerts identify possible breaches across client and office ledgers. The software automates routine transactions such as disbursements, bills, client money and deposits, and includes automatic bank feeds and reconciliation. Reporting covers batch month-end and year-end reports, configurable management reports, and VAT return preparation and submission to HMRC using MTD-compatible software. Billing tools include automated time recording and custom invoice templates. Other capabilities include e-chit posting, bank account and sort code verification, cheque printing, a purchase ledger, multiple open accounting periods and Legal Aid Agency-compatible submissions. Integrations include Microsoft Office, Outlook, Word, Excel, legal-industry products and leading UK banks. Dye & Durham describes it as mobile-friendly and usable with an internet connection and a device. It is available on Android, iOS and web. Pricing is on request; prospective customers can contact the company or request a demo.