# Actionstep Legal Accounting Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Actionstep Legal Accounting the right Law Practice Management 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 NM Nicole M Office ManagerLaw Practice, 11 - 50 employeesUsed the software for: Less than 6 months. “We had a smooth transition from our old system to Soluno without missing a beat, all of our files and their settings and history carried over so there was only a short "downtime" during the conversion. But most of all, the support team have been amazing both for the initial setup and in providing continuing support, answering questions, and finding custom solutions to meet our unique needs.“ April 27, 2023 BR Ben R HR ManagerLaw Practice, 51 - 200 employeesUsed the software for: More than 2 years. “Server crashes occasionally.“ December 16, 2024 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 LA Lora A LAWYERLaw Practice, 2 - 10 employeesUsed the software for: 6-12 months. “PC Law had become outdated and unreliable. But it was intuitive. “ July 5, 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 ## 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 GS Grace S. Paralegal Law Practice Used the software for: 1-2 years ### "Great software, great support- what more could you ask for?" January 20, 2020 5.0 Our overall experience has been wonderful. They took a very stressful event of having to merge two different systems and made it as smooth as possible. I would definitely recommend this software to anyone looking for a change. Very modern, constantly updating and fixing things, fantastic customer support, what more could you ask for! Pros I like that this software is very easy to use and navigate. All the icons are pretty self-explanatory. I think was blows me away the most is their customer service/support. We had two firms merging that used two different programs and they spent countless hours making sure everything converted well. Huge shout out to \[SENSITIVE CONTENT HIDDEN\] who is still to this day just a quick phone call away to help us with any question big or small. They really care about their product and their customers. Cons Nothing I dislike about this software. They take every suggestion and add it to their list of things to update and improve. A couple things we are hopeful to see implemented is the integration of credit card processing within Soluno; adding the ability to incur interest on files; and automating the transfer of trust funds to fees incurred at the end of the month. Review Source Response from Actionstep Software January 22, 2020 Hi Grace - we are so appreciative of this review. Transitioning between software can be tricky and we're so happy to hear that our team helped to make that a smooth experience! Also, our credit card processing integrations are coming soon - we hope your firm will love it. 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 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 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 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 AB Ann B. Paralegal Law Practice Used the software for: 6-12 months ### "Soluno mostly good, but some issues" November 7, 2023 4.0 Overall, I find Soluno to be intuitive and user-freindly for basic features such as time entry. However, I have not tried the other features since I do not have the need to and do not have access to many of the features. For basic time entry, though, it works well. Pros 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. I also like that the entries can be edited (for the most part) even after they have been saved . Cons One of the problems I found is editing the date if/when I inadvertently save time entries to the wrong date. By going to the heat-map, I can easily edit the date in the entries themselves, but I have not figured out how to change the date. In addition, I would like to keep Soluno running so that I can input my time as I go through my day, but it times out way too quickly, forcing me to log in again--I cannot figure out how to keep it from timing out so quickly. The "Help" feature is not every helpful in finding answers to these issues. Review Source sL sean L. owner Legal Services Used the software for: 6-12 months ### "Solunos' customer support is excellent" November 7, 2023 5.0 Pros How quickly and effectively they answer questions Cons No complaints really. But, to be candid, this is my first experience running my own accounting software. Reason for choosing Actionstep Legal Accounting They know accounting for law firms. I didn't need the other features in the other systems. Shout out to Kathy Bell who was a big help getting me going. Also, you have really good user support. Review Source Response from Actionstep Software November 9, 2023 Hi Sean, Thank you so much for taking the time to leave us a review. We're so glad to hear that Soluno is making your first experience running your own accounting software easy. We have passed your kind words onto our Support team, and we look forward to continuing to support you in the future. Thank you so much! All the best, Your Soluno Team CM Casondra M. Office Manager Legal Services Used the software for: 1-2 years ### "Soluno for Small law firms" June 2, 2022 5.0 Pros It's easy to learn and use and is cloud based. Integrates with NetDocuments Cons I wish the time reports were easier to read and/or were able to be customized. Alternatives considered [LEAP](https://www.capterra.com/p/147413/LEAP/) Reason for choosing Actionstep Legal Accounting Pricing and better for small office. Review Source NM Neil M. owner Legal Services Used the software for: 1-2 years ### "I wish I could recommend this product" March 8, 2023 2.0 Unfortunately, despite the pain of the transition from PCLaw only a year ago, I am looking for other options. Pros It is an an adequate replacement for PCLaw, and functions more or less the same way. No big improvement, no big loss, but cloud based instead of client-server. Cons We struggle with their support, and in particular with our needs which are higher volume, high number of matters per client, and multiple currency. None of these are particularly well supported by Soluno. We have no visibility into the product roadmap, and have recently been blindsided by changes that significant degraded the user experience for us (receiving payments before invoices generated). Review Source HM Heather M. Lawyer Law Practice Used the software for: 1-2 years ### "Singing the Praises of Soluno" January 18, 2020 5.0 The customer service is absolutely amazing and they are there 100% of the time including evenings and weekends. They walked us through our Law Society Audit and were incredibly helpful for our preparation. Pros The software is very intuitive and user friendly. One of my favourite things about Soluno is that my version is completely cloud based so I have full piece of mind that I will never lose data and is being backed up in real time and also that my clerk can log in from home and update the books. A cell phone option is already included so I can docket in real time straight from Court. Cons No real cons although I am excited for the additional features planned for the future including more additions to Soluno's "heat map", calendar view to break down docketing, per day, per month, per year. I am looking forward to being able to record my meetings and full schedule in the same software. Reason for choosing Actionstep Legal Accounting I was more confident in the direction the software was talking as well as the new and improved features that were being offered. Review Source ER Elizabeth R. Partner Law Practice Used the software for: 1-2 years ### "Great Program - Easy transition from PC Law" June 2, 2022 5.0 Very good. Pros Soluno is a great program for our firm, which is a small law firm specializing in IP prosecution. Client/matter generation, time entry and billing are all easy to manage. Integration with Netdocuments is great. The accounting and reporting features are also good. The transition from PC Law to Soluno was seamless and required very little effort or training. Cons Expensive compared to some other programs. The two factor authentication does not remember a user so must be entered every time the program is opened, even if it was just done a few minutes ago. Review Source AJ Annamaria J. Operations Manager Legal Services Used the software for: 6-12 months ### "Software Reveiw" November 14, 2023 4.0 Pros Fairly easy to use, icons are easy to use and understand. Online support is typically fast and helpful. Cons There are still many features that are "in the works" that would be beneficial to have now. There are also reporting features that are not available, such as Retainer replenishment alerts. Review Source DH Dorothy H. Lawyer Law Practice Used the software for: 6-12 months ### "User friendly" February 27, 2023 5.0 Very good Pros Easy to use. Not a significant learning curve after switching from PCLaw Cons Lacking feature calculating interests on outstanding invoices. Does not allow customizing billing per matter but has to set up groups. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Reason for choosing Actionstep Legal Accounting Recommended by our bookkeeper Review Source RP Robin P. Bookkeeper Legal Services Used the software for: 2+ years ### "Soluno Usage" June 2, 2022 5.0 Pros Very user friendly . We went from remote PC (which was horrible to use) to a cloud system. It made our work so much easier. Cons The statements do no print alphabetical. When we print the statements we have to alphabatize about 300 statements which takes up some time Review Source FS Faiza S. Associate Lawyer Law Practice Used the software for: 6-12 months ### "Experience with Soluno" February 27, 2023 4.0 It is a user friendly software. Pros Dockets cannot be lost. It is user friendly. Multiple dockets can be input at the same time. Cons Date cannot be changed in calendar feature. Review Source PP Pooja P. Lawyer Law Practice Used the software for: 1-2 years ### "Review" June 2, 2022 4.0 Everyone on the team has been helpful Pros Easily accessible from anywhere - working from home, etc. Cons There are some glitches and features that we would like to see added. We understand it is a new software so it will take time Review Source DB David B. Barrister Law Practice Used the software for: 1-2 years ### "Great Product" January 21, 2020 5.0 Smooth transition, easy to use to perform essential law office book-keeping tasks. Pros It is a huge improvement over PC Law. More user-friendly, more intuitive, more stable, and being cloud based is essential. Customer Service has been great tweaking the program for my particular needs. Cons Nothing so far. Customer Service tweaked aspects of the program that did not meet particular needs in my practice. They did so quickly, and to my complete satisfaction. Review Source Response from Actionstep Software January 22, 2020 Hi David - thank you so much for your feedback! We're thrilled to hear that you're enjoying Soluno. We'll be sure to send your comments to the team. RL Robert L. Law Clerk Legal Services Used the software for: 6-12 months ### "Soluno is a great product" March 10, 2023 5.0 Pros \- Easy to use- Easy to keep track of time, and expenses - Information stored in one place Cons \-Freezes, and crashes quite a bit.- Information for client profile is sometimes hard to enter Review Source AM Alexander M. Litigation Support Assistant Legal Services Used the software for: Less than 6 months ### "Alexander Moisseev - Litigation Support Assistant Review - Approximately 2 Months Experience" February 23, 2023 4.0 Although I have only been using Soluno for two months, I am overall pretty satisfied and think the product was well designed. However, the glitches need to be fixed. Pros I like the sections at the top of the software, which allow me to easily switch from different tasks such as generating accounting reports, entering cheques and receipts, processing and editing prebills, etc. I like the depth and amount of features for legal accounting. Cons The software has some glitches sometimes, such as not loading cheques for me to print. Another glitch I have been experiencing that hasn't been resolved yet is that when I go to edit a prebill, and I want to uncheck certain dockets, the checkmark boxes to the left of the dockets are misaligned with the dockets themselves. I have previously wrote to Soluno support about this but they were unable to help me. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.