# Actionstep Legal Accounting Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Actionstep Legal Accounting the right Legal Billing solution for you? Explore 104 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/187835/Soluno/reviews --- Actionstep Legal Accounting 4.5 (104) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 1st, 2026 # Reviews of Actionstep Legal Accounting Ease of use 4.3 Customer Service 4.6 ## Pros and Cons in Reviews AA Agustina A OwnerAccounting, Self-employedUsed the software for: 1-2 years. “I will say that the platform is well organized and allows users to do Accounting without too much knowledge. When transitioning one of my clients, I had the opportunity to interact with many customer service representatives.“ May 30, 2024 KA Kendra A LawyerLaw Practice, 51 - 200 employeesUsed the software for: Less than 6 months. “It is difficult to find information about which disbursements have been uploaded to files, undo old invoices, and see what has been deposited into trust.“ November 7, 2023 AB Ann B ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months. “The system is very intuitive when submitting time entries, which saves me a lot of time when putting my entries in at the end of the day.“ November 7, 2023 BR Ben R HR ManagerLaw Practice, 51 - 200 employeesUsed the software for: More than 2 years. “Server crashes occasionally.“ December 16, 2024 Andrea Yarlyn Q ownerMarketing and Advertising, 2 - 10 employeesUsed the software for: I used a free trial. “It is great, it provides me with a more secure and reliable way to manage and register third-party funds, which is very important.“ September 23, 2023 NM Neil M ownerLegal Services, 11 - 50 employeesUsed the software for: 1-2 years. “We struggle with their support, and in particular with our needs which are higher volume, high number of matters per client, and multiple currency. “ March 8, 2023 TH Tamara H Legal AssistantLaw Practice, 11 - 50 employeesUsed the software for: 6-12 months. “I enjoy using the feature of selecting multiple invoices or dockets individually or all at once.“ November 7, 2023 AB Ann B ParalegalLaw Practice, 51 - 200 employeesUsed the software for: 6-12 months. “The "Help" feature is not every helpful in finding answers to these issues.“ November 7, 2023 ## Showing most helpful reviews Showing 1-25 of 104 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Alex B. Managing Partner Law Practice Used the software for: 1-2 years ### "Replace your law firm accounting software (especially it is PCLaw) with Soluno" February 11, 2020 5.0 See above Pros We started the practice 25 years ago on PCLaw. As we migrated through different practice management programs (we use Clio now), PCLaw never changed. However, it was clear that it was not getting the love from the developers over time, but they still charged us annually as if it was. We also had significant issues on a semiannual basis that required database rebuilds and tech support. This was in addition to certain usability issues (like getting constant errors every time we needed to email bills to clients). We made the decision to find an alternative in early 2018. With the help of a consultant (Optiable), we were introduced to Soluno. We did our research and spoke with the Soluno team several times in early 2018 to make sure it was a good fit. In the late summer of 2018 we then decided to provide them a snapshot of out data from PCLaw and create a test account. This allowed us to put the software through its paces with our own data. Time entry, emailing fake bills, editing time entries, writing checks, reconciling accounts - you name it, we tried it. And since the folks from Soluno were former PCLaw guys, Soluno just felt comfortable to use. We decided to move forward and went live on 1/1/2019. The transition was smoother than I expected and the Soluno team was there every step of the way. We did have some hiccups in early 2019, but they were quick to address the issues. Overall, we like the product very much and are happy with the decision to migrate. Cons Some of the reporting we were used to in our old accounting package is not available. However, we are told that many of them are on the road map for future release. That said, the few missing reports are easily forgotten by all of the benefits of not having to manage the software and having the ability to access it anywhere. Reason for choosing Actionstep Legal Accounting See above Review Source KB Kelsey B. Paralegal Law Practice Used the software for: 1-2 years ### "Great, straightforward legal accounting software" June 2, 2022 5.0 Soluno is definitely more efficient than our previous software and is much more intuitive. Billing is a lot faster and setting up new billing templates is very easy. We mostly use it for accounting purposes so we haven't used the case or document management features. I love that it is cloud based as we do not have to complete a long install process for each new user and our remote employees can always access it with no problems. Pros Really easy to use Lots of things are customizable and the support team is very open to suggestions Cons Would love if there was a closed file feature so that we could remove files or have them destruct after a set period of time. Alternatives considered [PCLaw](https://www.capterra.com/p/228264/PCLaw/) Reason for choosing Actionstep Legal Accounting Better pricing, and we did the demo and found Soluno just a lot more user friendly. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We had been looking at switching from PC Law because they were changing their pricing structure anyways, and then we had a cyber attack that helped push us to starting fresh with better software. Review Source BC Brisia C. Senior Bookkeeper Law Practice Used the software for: 6-12 months ### "Senior Bookkeeper" November 7, 2023 3.0 It has been 50/50 - The daily use is friendly, however the functionality for more specific features is restricted. For instance, GST and PST reports needs to be closed monthly, if anything needs adjustment or correction the remittance period needs to be re-opened. I would prefer to close remittances when year end finalizes rather than monthly. Pros It has features that are easy to hand with. Cons The restrictions for users are not customizable. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) It was partners decision to move to a base cloud software. Review Source KC KIM C. BOOKKEEPER Law Practice Used the software for: 6-12 months ### "BEST EXPERIENCE EVER!" November 16, 2023 5.0 I LOVE SOLUNO FOR ACCOUNTING FOR OUR FIRM. Pros I love \[sensitive content hidden\] and all of the help staff. After 43 years in business, I can honestly say this is the best service I've ever received. Cons Printing is somewhat cumbersome with too many clicks on buttons. Alternatives considered [Leap](https://www.capterra.com/p/162690/Leap/) Reason for choosing Actionstep Legal Accounting SOLUNO WAS RECOMMENDED BY ANOTHER LEGAL FIRM AND EVERYTHING WAS EXPLAINED IN DETAIL BY YOUR SALESPERSON. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLAW HAD FLAWS THAT POSTED HALF ENTRIES TOO OFTEN AND I COULD NOT BALANCE RECEIVABLES, PAYABLES, SUBLEDGERS AND HST TO GENERAL LEDGER. PCLAW AS A NIGHTMARE TO WORK WITH. Review Source BR Brian R. CEO Legal Services Used the software for: 1-2 years ### "Soluno Review" June 17, 2019 5.0 Our main focus in using the system is basic accounting and basic time entry. We also use the system for financial reporting, but only at the basic level since we export reporting and run higher metrics in excel. Currently we use the system also for conflict checking, but in the future this will likely be separated and done through our document management systems. Pros Soluno works very well in daily management of a 20-25 attorney law firm. The accounting data entry side of the system is fluid and works well to cover all possibly scenarios that happen in daily law firm management. Cons The reporting tools could use to be more robust and management friendly. Ultimately you can get the answer needed, but more customization on reporting that can be setup and run quickly would be very helpful. From a time entry standpoint it covers all bases, but a calendar view and individual time management from a reporting level would be very helpful. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/)[ProLaw](https://www.capterra.com/p/35611/ProLaw/) Reason for choosing Actionstep Legal Accounting We prefer to grow with our software company as opposed to getting something out of the box and settled for years. Soluno was at the right stage of development where it functioned well and we could add to its growth by offering input and benefiting from the customization's. Review Source JS Jordan S. Partner Law Practice Used the software for: 1-2 years ### "Soluno is Great for Small Legal Firms" June 13, 2022 5.0 My overall experience has been great, any time I've had a question I have received a quick response. Pros Easy to use, Provides a lot of options, Laid out well, Does a lot of tedious steps for you Cons Cannot close files, a couple of glitches in the numbering of receipts and in cheque printing Alternatives considered [Cleo Integration Cloud](https://www.capterra.com/p/123016/Cleo/) Reason for choosing Actionstep Legal Accounting We liked the monthly billing option and ease of cloud data backup. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We liked the monthly billing option and ease of cloud data backup. Review Source BH Ben H. Principal Law Practice Used the software for: 6-12 months ### "Exceptional product" March 11, 2020 5.0 We are finally running our back office and front office software in a piece that is intuitive and easy to learn. This saves us a lot of time and effort in operating it compared with what we used to have to do. We no longer have to pull our hair to try to do get some necessary report or run some necessary function in the software and everything is straightforward. I am really glad that we ended up with this product. Pros This product is exceptional in that (i) it is very easy to use and (ii) it combines the back-office accounting and the front office so it is comprehensive and fulsome. This is why this product stands out above all others. The ease of use and the fact that it contains all back office accounting, plus the exceptional customer support from the provider, simply make this product exceptional. I should also note that the support in migrating our data from the previous software has been exceptional as well. Cons There are always features that can be added and I noticed that they improved the User Interface recently. Reason for choosing Actionstep Legal Accounting It integrates back office and front office, it is cloud-based (which was important for us), it is easy and straightforward to use, and it has a small dedicated team that provides exceptional and very timely support with no delays whatsoever. I cannot speak highly enough about this product. Switched from [ProLaw](https://www.capterra.com/p/35611/ProLaw/) For a small firm like ours, the previous software was far too complex, involved and cumbersome for us to easily use. Review Source JS Jayne S. Associate Law Practice Used the software for: 6-12 months ### "Accounting Made Easy for Legal Practice " November 8, 2023 5.0 Since we started with Soluno earlier this year, I have found it very easy to use, have greatly appreciated the customer service and ability to chat Soluno representatives, and the training materials available online to learn different features and functions. Pros Soluno's interface and ease of use is intuitive and user friendly, especially to people without a specific accounting background. Cons I understand a new feature is being rolled out (which I would love) that would allow users to create a template for certain vendors (such as with different prefilled subcategories). Reason for choosing Actionstep Legal Accounting Soluno made the most sense for our practice, in terms of meeting our needs, matching our budget for affordability, and matching our needs for the transition. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLaw being phased out and plans to integrate with new document management software. Review Source JD Joanne D. Bookkeeper Accounting Used the software for: Less than 6 months ### "Trust Accounting" November 7, 2023 5.0 I have been a PC Law user for 20+ years and this program comes close to that but not quite there yet. I do know however that Soluno tech team is always working on advancements Pros I enjoy the ease of the program I liked that it was full accounting program Cons I would like to have more than one window open at a time I would like to be able to pull a GL report with multiple GL's and I would like to be able to pull a billing report that is separated and totaled by each type of law (dept) Alternatives considered [LEAP](https://www.capterra.com/p/147413/LEAP/) Reason for choosing Actionstep Legal Accounting Full accounting program whereas LEAP was just the trust accounting and then you would need to use QBO for general and financial reports Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) PC Law had raised their rates quite a bit and I had heard that they are phasing out and we were not happy with their alternative LEAP as it is not a full function accounting program such as Soluno is. Review Source Response from Actionstep Software November 9, 2023 Hi Joanne, We really appreciate you taking the time to review Soluno! We love to hear that it is serving your needs. We have passed your suggestions regarding reports on to our team. Thank you so much for trusting us with your bookkeeping! Your Soluno Team GR Gail R. Law Clerk / Office Manager Law Practice Used the software for: 2+ years ### "New to Soluno " March 14, 2022 5.0 Pros The billing features are great that you can bill and email all of your client's at once. Cons Unable to close files, the billing template does not allow for more than one person to be listed on an account as multiple clients can only be copied on an invoice and as mentioned not included on the front page. Unable to set up a contingency agreement arrangement in Soluno. Also reports are difficult to locate in Soluno. Alternatives considered [PCLaw](https://www.capterra.com/p/228264/PCLaw/)[Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Actionstep Legal Accounting The product was cloud based Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We were looking for a cloud based accounting program. Review Source NP Nadia P. Office Manager Legal Services Used the software for: 6-12 months ### "Easy to use" March 2, 2023 4.0 Definitely time saving for the lawyers. Pros The lawyers at the firm like the ease of docketing - easy to find file numbers, docket and save. I like the integration with Netdocuments to open files. Cons Reporting needs improvement and certain billing features need improvement. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Actionstep Legal Accounting We liked the integrations and platform Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) It was getting too expensive. Review Source AA Agustina A. Owner Accounting Used the software for: 1-2 years ### "Customer service " May 30, 2024 5.0 Customer service is Exceptional. I have had couple of clients using this Accounting software and it is very easy to use. I am more used to Oracle software which has a more complex mechanism. I like Soluno and will recommend to any legal firm looking for Accounting software. Pros Soluno is very simple to use, I am an Accountant and find it very user-friendly. I will say that the platform is well organized and allows users to do Accounting without too much knowledge. When transitioning one of my clients, I had the opportunity to interact with many customer service representatives. I want to make sure you recognize the Exceptional customer service of \[sensitive content hidden\] . \[sensitive content hidden\] went beyond her duties and helped me find solutions to the issues we were having when doing our 1st bank reconciliation. Please let \[sensitive content hidden\] know that she is very good at customer service. She is friendly and listens to the needs of our company. :) Cons I wish financial statement will have more drilling capabilities. This will allow analysis of expenses more practical. Review Source KE Karen E. Law Clerk Legal Services Used the software for: 6-12 months ### "Easy to use" February 28, 2023 4.0 Overall, I am glad our firm made the switch. Change can sometimes be difficult but once you get used to using Soluno you realize it was the best idea and everything then comes easy. Pros What I like most about Soluno is the ease of use. The program is very user friendly. It makes keep track of your time and dockets very seamless and quick. I also really appreciate the fact that there is an automatic spell check on all your entries.I also like how easy it is to access all client information including trust balances, in just one click. Cons There isn't too much that I dislike about the program. If I had to pick something it would be in regards to billing. Sometimes the program takes a while to produce PDF statements. I wish that if you looked at your draft statement as a PDF you could just make the corrections/changes directly on the PDF. Also when reviewing statements, It is quite inconvenient when you make a correction but it goes back to the top of the list so you have to search for where you left off. Review Source KD Kortney D. Assistant Law Practice Used the software for: 1-2 years ### "Great Program" November 20, 2023 5.0 Pros The accessibility, organization, convenience. Cons I have not encountered any issues therefore nothing to not like. Review Source AD Arabella D. Principal Law Practice Used the software for: 2+ years ### "Small Firm comments" June 14, 2022 4.0 It is a much more up to date product than the previous version but still a little clunky Pros It is a modern tool, and the support is almost always immediate and very helpful Cons It is counter-intuitive without the accompanying manual. It is geared to US law firms so most of the pre-programmed codes are irrelevant. Most annoying are (i) the inability to change change out rates across a file instead of manually changing each time entry and (ii) inability to charge for a fixed period of time eg ignore time for April, raise a bill for May: cannot be done. Review Source CW Carla W. Bookkeeper Legal Services Used the software for: 6-12 months ### "I Won the Software Lottery" June 14, 2019 5.0 I now have quick, accurate information available at a moments notice for my Partners when they ask me for account balances, monthly billings, client ledger card information, etc. I no longer have to keep separate excel spreadsheets for reporting information to my Partners. I now have an automatic 3 way reconciliation. Pros I love the fact that this product is very user friendly, functional and makes sense! All the reports and documents are in pdf format and you have the option to convert them to excel if needed. This product has saved me so much time and energy that I feel like I've won the software lottery! Cons There is nothing I don't like about this product. Reason for choosing Actionstep Legal Accounting We had some negative reviews about PC Law regarding it becoming antiquated. Soluno was much more user friendly and we appreciate that they are continually updating and improving their software based on the needs and recommendations from its clients. Review Source Response from Actionstep Software June 26, 2019 Thank you for your kind words Carla. Its great to hear that Soluno has been such a great fit for your firm! IE Idan E. Partner Law Practice Used the software for: 6-12 months ### "Soluno is a robust and easy-to-use legal accounting management solution" February 21, 2023 5.0 We seem to run out of available usage hours, although now that Soluno is automatically logging us out, I'm hopeful this will improve. Pros Time-tracking and billing are easy to manage and made the subject of robust reporting. Cons It is not always easy to identify the name of the correct report, owing to the abundance of options. The licensing of hours per user is a bit opaque. Review Source PL Paul L. Attorney Legal Services Used the software for: 6-12 months ### "Soluno Time Entry Management" November 7, 2023 4.0 Pros Able to easily manage time entries through the Soluno software solution. Cons There is no mobile app for time entries. Review Source jS john S. attorney/partner Law Practice Used the software for: 1-2 years ### "HLS review" June 3, 2022 5.0 Pros The time keeping is great. Easy for individual time keepers to enter and edit time and descriptions Cons I find it difficult to maneuver between the different features. Since I mostly use it to keep time it doesn't bother me too much but when I have to check expenses or balances I can't easily get back to where I wnat to be. Review Source MR Megan R. Legal Administrative Assistant Legal Services Used the software for: 6-12 months ### "Megan's Review 2023" November 7, 2023 4.0 Pros The buttons are easy to locate, the timer for keeping time, quick entry option. Cons The screen often freezes and it would be better if there were more buttons to access different pages. Review Source PB Philip B. Principal Law Practice Used the software for: 1-2 years ### "An excellent product for law firms, large or small." January 24, 2020 5.0 We have been extremely pleased with the Soluno program and the service and responsiveness of their staff. Pros Soluno is very user-friendly, it is easy to maneuver through the different modes and reports and it provides all of the detail and functionality that you would expect from a more complicated program. Cons There is very little not to like. There were some minor challenges with importing data and getting it set up as we wanted but overall, even that process was pretty seamless. Reason for choosing Actionstep Legal Accounting Our IT consultant recommended Soluno as he had other clients that were using it and were happy with it. Review Source NP Natalia P. Office Manager & Law Clerk Law Practice Used the software for: 6-12 months ### "You Get More Than You Paid For" January 16, 2020 5.0 Pros Soluno is a great product with superb training and customer service. You get more than you pay for with Soluno. The product is web-based, which is great for lawyers being able to keep track of time and docket from anywhere - zero excuses for dockets not being in on time! As with any law firm, we strive to please our clients, which includes, presenting invoices in any manner that is desired by the clients; Soluno has spent countless hours working with me to ensure that each and every client receives what they want when they are billed. As a growing firm, we require training for new staff on a rolling basis; Soluno ensures that time is made to train our new staff immediately; usually on their first day. Overall, Soluno is very easy to use, has various reporting capabilities, can be used anywhere and has amazing staff, who are always available and always pleasant! Review Source MF Melissa F. Lawyer Law Practice Used the software for: 6-12 months ### "Review of Soluno" March 6, 2023 4.0 Pros I like that it is cloud based, which reduces the risk to data. I also like the calendar function for both tracking dockets and performance. Cons Information re the remaining funds in trust and WIP amounts on a client matter needs to be more readily available (it should appear when you hover over the client name or something) when you docket on the daily timesheet. Review Source BD Barbara D. attorney/partner Law Practice Used the software for: 1-2 years ### "attorney user" June 2, 2022 4.0 works okay - some parts are better than others, not user friendly to find information and run reports Pros running reports is helpful, screens are easy to read and navigate, easy to find client matters Cons understanding the tabs to run reports or look up information is not user friendly, reports cannot be printed in a format that is easy to read - too small and jammed together - should be able to screen print and not have to convert to a PDF to print Review Source RA Robin A. Office Manager Legal Services Used the software for: 1-2 years ### "Pleased with Soluno" June 3, 2022 5.0 Pleased. Integration went well as we had the services of \[SENSITIVE CONTENT\], and Soluno team working with us. Pros (1) Knowledgeable Customer Service staff. (2) Ease in entering and confirming that information. Cons (1) When entering a Journal Entry for payroll I have to manually type in the explanation for the G/L codes each time. (2) At the end of the year we like a simple printouts of our top 20 clients overall based on dollar amounts collected and then the same report by attorney. I was told there is not one. Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) No upgrades and horrible customer service. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.