Actionstep vs TrustBooks
Actionstep
actionstep.comTrustBooks
trustbooks.comSide by side
| Figure | Actionstep | TrustBooks |
|---|---|---|
| Price from | — | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 8 | 3 |
| Spec score · Trust Accounting Software | 8.2 (#13) | 7.3 (#36) |
| Spec score · Legal Accounting Software | 8.1 (#8) | 7.3 (#19) |
| Spec score · Legal Trust Accounting Software | 8.1 (#17) | 7.3 (#34) |
| Integrations | The platform provides access to powerful integrations and connects with Microsoft Office 365. | The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio. |
Plans
Actionstep
- Practice ManagementPriced on request
- Legal AccountingPriced on request
- BuilderPriced on request
- CapturePriced on request
- Trace – AI Time CapturePrice not published
- Acumen – Embedded AnalyticsPrice not published
- Acumen - Embedded AnalyticsPriced on request
- Trace - AI Time CapturePriced on request
TrustBooks
- TIER ONE — Trust Accounting$59 a month
- TIER TWO — Firm & Trust Accounting$79 a month
- TIER THREE — Bank Reconciliation Services$249 a month
In their own words
Actionstep
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.
TrustBooks
TrustBooks has no write-up on Specifiction yet; its figures are above.