What are the differences between Express and Practice Pro?

Modified on Tue, 31 Jan 2023 at 08:52 PM

Here is a quick run-down of the key differences.

Express

Our simplest and easiest product, for solos and single practice firms who need a ready-to-go practice management system and easy integration with the tools you love.

This includes:

Basic matter management - document management, task management, contacts, invoicing, trust accounting, reporting.
Integrations with various products including Outlook Email, Outlook Calendar, Gmail, Google Calendar, Xero, and QuickBooks.

Practice Pro

For multi-practice or boutique firms who need to power up their practice with a customized system and process automation.

Additional features include:

Customisation of Document Templates (which can be set to auto-generate and pull through information onto documents)
Customisation of Matter Types (i.e. change steps in a workflow, or entirely new workflows)
Customisation of data collection fields and list views for reporting
End-to-end encrypted client portal to chat with your clients and transfer documents
Client webforms to automate the client intake process

Questions?

If these features interest you, simply

call us on AUS: 02 8011 3682 / NZ: 09 379 3939 or
send us an email at sales@actionstep.com

and we will be able to discuss whether this is an appropriate option for you.