# Page 2 | Actionstep Legal Accounting Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Actionstep Legal Accounting the right Legal Document 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 # Page 2 - Reviews of Actionstep Legal Accounting ## Showing most helpful reviews Showing 26-50 of 104 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Holly P. Partner Accounting Used the software for: 2+ years ### "The BEST Legal Accounting Software Out There!" March 23, 2025 5.0 Overall the customer service, look and functionality and just overall experience has been the best I have had from the like 8+ legal accounting software out there. Pros This is the BEST legal accounting software out there in my opinion! It is intuitive and easy to use and customize. The best is how easy it is to change or undo something. This is great for bookkeeping. Big time saver. Cons I don’t have any cons for myself but I would imagine my clients would prefer if it had more CRM abilities. That said, that WILL be changing soon via thier partnership with Actionstep. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)[GhostPractice](https://www.capterra.com/p/213777/GhostPractice/)[LEAP](https://www.capterra.com/p/147413/LEAP/)[Clio](https://www.capterra.com/p/105428/Clio/)[uLawPractice](https://www.capterra.com/p/150100/uLaw-Practice/) Reason for choosing Actionstep Legal Accounting Look, functionality, precision, reporting abilities, and cloud accessibility Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/)[Unity Accounting](https://www.capterra.com/p/24376/Unity-Accounting/) Functionality is much higher and Soluno is a cloud based software which is key to success these days. Review Source LH Leslee H. Owner Accounting Used the software for: 1-2 years ### "The BEST legal accounting software on the market" October 21, 2024 5.0 This is the best legal accounting software on the market today. Easy to use, IOLTA ready. Cloud-based. Superior customer support with live agents -- never a "bot". Pros Excellent legal practice accounting software on the market today. Cons Soluno does not yet have a mobile app. However, with the internet, the website is accessible anytime Alternatives considered [LEAP](https://www.capterra.com/p/147413/LEAP/) Reason for choosing Actionstep Legal Accounting Best software found for accounting and matter management Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PC LAw was no longer supported and had too many data discrepancies. Review Source BR Ben R. HR Manager Law Practice Used the software for: 2+ years ### "Easy to Use" December 16, 2024 5.0 Pros Ease of use. As an Admin I can see everything at a glance. Cons Server crashes occasionally. There are times where it is difficult to adjust user permissions. Review Source LA Lora A. LAWYER Law Practice Used the software for: 6-12 months ### "Keep looking." July 5, 2024 1.0 Awful. After 11 months we are looking to switch again, as is everyone on our floor. Pros It's cloud based which is good. There aren't many others. If I could give a negative stars I would. We switched from PC law which had become outdated and unreliable. We switched based on our bookkeeper's recommendation. It has been nothing short of a disappointment. The customer service that had been promised is non-existent. Our bookkeeper who works at a medium sized firm that had switched has confirmed that the customer service has deteriorated significantly in the last year to the point she is no longer recommending it. But it makes little sense. Difficult to navigate. Cons Where to start. It's things big and small. For example, the icons that were chosen, presumably to make it easier, don't really make sense. It is difficult to navigate and cumbersome. PC Law had become outdated and unreliable. But it was intuitive. Soluno makes everything more complicated. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) BOOKKEEPER RECOMMENDED. SHE NOW CONCEDES THAT CUSTOMER SERVICE IS AWFUL. Review Source Response from Actionstep Software September 18, 2024 Hi Lora - Thank you for taking the time to review us. We are very sorry to hear about your experience. All our users deserve to feel supported, and we are sorry our customer support standards did not meet expectations. We value having a high quality support process, and so this evaluation has been passed on to relevant parties for internal assessment. Regarding ease-of-use, we have recently updated our menus to improve usability. You are able to opt-in to the feature within your system settings. Our team would be happy to walk you through those steps, as well as assist you with any other product-related support you may require. Please contact us to discuss further. And again, thank you for your feedback. All the best, Your Soluno Team 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 NM Nicole M. Office Manager Law Practice Used the software for: Less than 6 months ### "Easy Implementation and Great Support Team" April 27, 2023 5.0 Pros The conversion and implementation was easy and faster than expected. Overall the software works great and our lawyers find it simple to use, including when working remotely. 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. Cons There is some online documentation for the bigger features but there are also a lot of settings that are not covered in the how-to documents. It would be better if more documentation were available. Also, it might just be my computer but some features (payables, reports) don't work quite right in Firefox although they work fine in the Edge browser. Reports generate their totals/summaries at the bottom, so often you have to scroll a long way down to get to the totals you want to see - it's missing a "totals only" setting to prevent that. Alternatives considered [GhostPractice](https://www.capterra.com/p/213777/GhostPractice/)[LEAP](https://www.capterra.com/p/147413/LEAP/)[Clio](https://www.capterra.com/p/105428/Clio/)[Unity Accounting](https://www.capterra.com/p/24376/Unity-Accounting/) Reason for choosing Actionstep Legal Accounting The biggest deciding factor vs the other options was that Soluno allowed us to bring over our entire full docket history, including previously invoiced dockets, so that the entire billing history for each file is viewable in Soluno. This means we don't have to go back and consult our old accounting system to locate dockets and invoices from years ago. It was also important that Soluno handles all our accounting without needing an additional QuickBooks integration. The fact that many features, functions and reports in PCLaw are analogous to PCLaw also made the learning curve easy. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) We were unhappy with our previous accounting software, because (among other reasons) it was not friendly when working remotely. Review Source JT Janice T. Bookkeeper Law Practice Used the software for: 6-12 months ### "Accounting" February 21, 2023 4.0 Time savings is a huge plus with the software. Also the cloud based software is great, easy to access on numerous devices if necessary. I can keep an eye on productivity very easily and that is very important to the bottom line. Very easy to use software. Pros Integration from PCLAW was seamless. All trust activity was moved from PCLAW and that was very important. We have over 30 staff and the videos for all of the functions were very good and almost no additional training was needed. Very intuitive software Cons I really don't like that it doesn't pick up a/r's on billing. Also when changes are made in the prebill mode it doesn't change the trust transfer amount. I often bill 50 matters at a time and I have to be so careful to change these amounts. On occasion I don't catch them and it just looks bad from a client perspective. Reason for choosing Actionstep Legal Accounting All round much better software. Most of what we looked at either had a 3rd party link for some of the functionality and same cost for a lot less functions. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) Remote access (which they say they won't support) was just not conducive anymore with people working from home and such a large staff.Old software and often problematic. Their tech support fees were very costly for old software I had been working on for 38 years. Their tech support staff was also terrible. Review Source Barry S. Lawyer Law Practice Used the software for: Less than 6 months ### "Soluno has revolutionized our firm management and accounting" April 17, 2020 5.0 Everything in our experience has been top-notch and a dramatic difference from Thomson Reuters, a massively larger company than Devlos. From our first interaction with their sales force, to onboarding and importation of data, to making feature requests that are actually acted upon, the experience has been 100% positive. Pros Soluno has the best of both worlds – the law firm business intelligence of a mature product like PCLaw with the freedom and convenience of a browser-based solution. I love everything about it. Here are the top reasons you should switch to Soluno too: 1) it has a well-designed user interface that is intuitive but powerful; 2) it is a sophisticated platform with billing and accounting made for attorneys, not something generic like QuickBooks that is a poor fit for lawyers; 3) incredible, fine-grained reporting on every metric you could imagine for timekeepers, firm performance and accounting; 4) surprisingly snappy performance that will convince you the server is in your office; 5) wonderful, attentive customer service, including listening to feature requests and acting on them quickly; and 6) free (depending on firm size) importation of data from our previous system. In our previous system (Firm Central + QuickBooks Online), posting a payment required five manual steps in two systems. In Soluno, it’s one step that’s lightning quick and will save us considerable time and hassle. Cons The only thing I’ve noticed is that there isn’t much of an online help utility, but there is a customer support widget in the corner for live chat support that is quite responsive. Reason for choosing Actionstep Legal Accounting Soluno is the only product that combines the sophistication and configurability of a system like PCLaw with the ease-of-use and flexibility of a web-based interface. Most practice management vendors spend too much time trying to make their products emulate Outlook and document management and not enough focusing on what they should – billing and accounting for law firms. As a result, they are too primitive and simplistic even for small firms. Soluno met our requirements exactly by perfecting billing and accounting for our law firm. Switched from [Firm Central](https://www.capterra.com/p/136050/Firm-Central/) Firm Central feels like it hasn't changed in years. A recent three-week outage preventing sync with QuickBooks was the final straw. Feature requests fall on deaf ears, and the need for a separate accounting system results in duplicative entries and unwieldy processes for simple tasks. Review Source Response from Actionstep Software April 22, 2020 Hi Barry - we are so grateful for these kind words! Our team values making sure our clients feel heard and supported and we're so happy to read that our efforts have had an impact. We're excited to continue working alongside your firm and keep the revolution going! SB Stephanie B. Office Manager Law Practice Used the software for: 1-2 years ### "Soluno -- the intuitive software" June 13, 2022 5.0 This software solved a frustration we were having with our previous software wherein we no longer had good (or any) customer service or support. We have been supported from the beginning with this product. The transition was painless and any questions or issues that come up are handled immediately. Pros The product is so easy to use and after a brief tutorial in the beginning, we have all learned the product as we use it and it was such an easy transition. The attorneys are finding it easy to use as well. It's great that it's a Cloud-based product and that helps when having our office files backed up. They are safe on the Cloud and we don't worry so much about lost data. Customer Service is fantastic. The intuitive part of the software is my favorite and makes my job so much easier. Cons Sometimes, I wish there was a "help" button when you are trying to do something or perhaps if you can't save something on the screen (red line). We don't always know what it's looking for. The manuals have been great, but don't always want to have to look in them. I would also like to be able to delete very old vendors. Some have gone out of business or passed away. Review Source TN Trinda N. Office Manager Law Practice Used the software for: 1-2 years ### "Love Soluno!" June 7, 2022 5.0 Pros It is amazingly easy to use. Especially compared to other law firm products commonly used. Whenever I have a question or need help, the support team is absolutely fantastic; their customer service is is definitely above and beyond. Cons I would like more direct features rather than 3rd party features (email management, document management, BF/Reminder system). Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PC Law is antiquated and have not made any major updates, or done any "growth" is years. Difficult to use (not intuitive). Glitchy. etc, etc. Review Source SP Sheryl P. Office Manager Law Practice Used the software for: 1-2 years ### "Great Software and Awesome Customer Service!" October 24, 2019 5.0 We previously used PCLaw and decided to make a change mostly because we had software problems that wouldn't be addressed nor fixed by the company but also we made a company decision to move to cloud-based software. The transition to Soluno was easy. The software was similar in function to what we were used to because representative were involved with PCLaw previously. That made it an easier transition for our employees. They continue to be extremely responsive to our suggestions for enhancements to the software. Pros This software is very user friendly and the tech support is very quick to respond and fix any issue we may encounter. They keep improving and adding new features regularly. Their team also explains things in understandable terminology and not "industry" language - very helpful! Cons There are some integrations (ie: credit card payments and payroll GL importing) that aren't available but I am assured that they are on the list for future improvements to the software. A printable user manual and basic (for new users) and advanced (for existing users) training videos would also be helpful. Alternatives considered [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[Centerbase](https://www.capterra.com/p/75540/Centerbase/) Reason for choosing Actionstep Legal Accounting We made a company decision to move to cloud-based software and Soluno was similar in function to what we were used. Their team was also extremely responsive to our concerns and questions, before and after implementation. They continue to be an amazing company to work with! Review Source DM Dan M. IT Director Legal Services Used the software for: 2+ years ### "Converted to soluno" April 4, 2024 4.0 they have been bought by a parent company but has retained their main Canadian staff members, have been though 2 year ends with the software and needed to contact our main point each time to ensure we were using the correct reports. possibly just need to get these long term reports working or had slight changes due to process changes/updates during the year, but they worked with us to make sure we had our complex compensation reports run each year. Pros Conversion process is easy, making sure you have a consultant and soluno staff available to assist was very helpful getting us up and running smoothly. Cons the level of customizability needs intervention by soluno dev/staff, but this might just be cloud software vs on prem. Switched from [ProLaw](https://www.capterra.com/p/35611/ProLaw/) prolaw was on prem, the remote/web interface and mobile app are very different from the desktop interface. statement allocations are inaccurate, data is deleted/reset.. write offs are treated as payments. Review Source AD Ashley D. Accounting Clerk Law Practice Used the software for: 1-2 years ### "Refreshing Canadian Based Accounting Software" June 7, 2022 4.0 Pros This software is very user friendly. A quick tutorial will have you ready to go in no time. The payable feature provides the ability to upload a copy of the invoice being paid which can be extremely helpful. The development team is always working to improve the software and user experience. Overall, a positive experience with this software over the last 1.5 years. Cons Integration from PCLaw to Soluno was a pretty smooth process. As they are a growing company it can be hard to keep up with demand for new features, like specific tailored billing templates, however, they do take your input on what is needed for future updates. Review Source EK Ed K. Controller Law Practice Used the software for: 6-12 months ### "Soluno was a good choice for our firm" August 9, 2019 4.0 We had been users of PCLaw for many years, but the current state of that program was too uncertain for us to continue. Soluno did everything for us that PCLaw did and it did it without crashing or locking up. Soluno is also a more modern product. The look and feel is of a much newer program and it operates like a much newer product. Pros The conversion from PCLaw was all done by the folks at Soluno at no cost to us. I have dealt with data conversions before and this was a huge factor in our decision. Customer support is also second to none. They are very responsive and frequently you can talk directly to the programmers. Very simple to use and fairly intuitive. This program can either be installed locally or on the cloud. We already had the hardware in place, so we chose to install locally. If we choose to switch to the cloud at a later date, it is literally a very quick process. This flexibility was also a major factor in our decision. Cons The reports cannot be customized which is a disappointment. You can export any of the reports to Excel, so it isn't too difficult to get the data you want, but some customization would be nice. This program is fairly young, so improvements are coming at a rapid pace. If you are looking for a completely mature product, then this may not be for you. However, they are very responsive to users suggestions and many suggestions become reality in future releases. Alternatives considered [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Reason for choosing Actionstep Legal Accounting Reasons stated above. 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 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 PS Paridokht S. Financial Controler Legal Services Used the software for: 2+ years ### "Soluno" June 7, 2022 4.0 They need to develop this software more friendly with more capability. Pros Soluno software is restricted to Trust accounting. Cons This software is not flexible as the other accounting software. Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PC Law software is designed for desktops and has no online software yet. Review Source EZ Elynne Z. Paralegal Legal Services Used the software for: 1-2 years ### "Review for Daily Use as a Paralegal" June 6, 2022 5.0 Pros How the system asks you if the cheque was printed properly in case there is an error. Cons Opening client ledgers or fee ledgers results in an error code sometimes. If I make a bunch of time postings on the wrong date, I cannot change the date posted, in the calendar, resulting in me having to individually go into each matter under file manager, then fee ledger to change the date, and that takes up a lot of time. \[SENSITIVE CONTENT\] has noted it is not easy to figure out how to get reports or paste reviews of files/time postings. Reason for choosing Actionstep Legal Accounting It was recommended to us from our accounting firm. Review Source KH Kayleigh H. Firm Administrator Law Practice Used the software for: 1-2 years ### "Soluno is a great step forward in legal management and accounting" November 7, 2023 4.0 Pros It is very user friendly and has streamlined training and accounting for us. Cons There have been a few glitched, as with any new software. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Actionstep Legal Accounting Best functionality for our practice and better reputation. Review Source TH Tamara H. Legal Assistant Law Practice Used the software for: 6-12 months ### "Still getting used to it" November 7, 2023 2.0 The transition to soluno has been a struggle Pros I enjoy using the feature of selecting multiple invoices or dockets individually or all at once. Huge time saver in that regard. Cons I still do not understand an easy way to see a client's payment history Review Source Response from Actionstep Software November 9, 2023 Hi Tamara, Thanks for taking the time to review Soluno. We're sorry the transition has not yet met your expectations. If you could please contact us at support@soluno.legal we would love to talk to you further about your experience and how we can improve. With regard to seeing a client's payment history, it can also be found in two locations: 1) On the ledger: navigate to Views/Reports > Contact > Ledger > Client Ledger View 2) On the payment allocation listing: navigate to Views/Reports > Receivables > Payments > Payment Allocation Listing. If these views are not available to you, then you will need an administrator to grant you the proper security access. We hope that this helps. Please follow up with support@soluno.legal with any other questions! All the best, Your Soluno Team 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 KM Krista M. Lawyer Law Practice Used the software for: 1-2 years ### "Soluno for Small Firms" June 19, 2019 5.0 I opened my practice as a sole practitioner, with Soluno, approximately 1 year ago. We are building and growing together. It's been a fantastic experience working with their Team. They are keen to support their clients in any way possible. I am very glad I made the choice to work with Soluno. Pros The customer service team at Soluno is fantastic! They are ALWAYS keen to assist and resolve any issues as they arise. I really enjoy that Soluno is developing and growing with its lawyer clients, listening to what we really want and working to implement those solutions. The system is easy to use and navigate and errors are easily corrected. Cons There are things that are glitchy sometimes as they continue to build and develop. Customer service is VERY responsive, but some issues are more of an annoyance that shouldn't happen in the first place. Review Source Response from Actionstep Software June 26, 2019 Hi Krista, thank you for your kind words. Working with your practice is an absolute pleasure; we take pride in our support team and so we're thrilled that you find it beneficial. We are always working towards fixing any glitches in our system, and with your feedback and our recent optimizations, Soluno is more reliable and stable than ever. We're excited to continue assisting your firm in the future! 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 TM Taylor M. Law Clerk Law Practice Used the software for: 6-12 months ### "Soluno Review- Law Practice" November 13, 2023 5.0 Pros It is functional, easy to use and most importantly easy to access from any office site. Cons It would benefit from easier access to up to date training videos for all aspects of the software. 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! ## 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.