Actionstep Legal Accounting FAQ

Modified on Thu, 5 Jun at 1:35 PM

Information in this article may still be under development.

The following questions and answers can help you troubleshoot some common issues with the Actionstep Legal Accounting integration:

How do I set up the Legal Accounting Integration?
How are users set up in both Practice Management and Legal Accounting?
Can I create matters (files) in Legal Accounting?
We've used the Reference field in a matter for [a very specific purpose]. What do we do?
What financials are managed in Legal Accounting and not Practice Management?
We use Legal Accounting with NetDocuments. Anything to be aware of?

How do I set up the Legal Accounting Integration?

If you are interested in using the Legal Accounting integration, you must work with Practice Management to review and assess your accounting workflow. Part of this process is ensuring that your existing data in both Practice Management and Legal Accounting is correctly mapped and ready to be synced across both systems. Please contact your sales representative for more details.

How are users set up in both Practice Management and Legal Accounting?

Users' emails are validated in both systems when linking and accessing data between both Practice Management and Legal Accounting.

Can I create matters (files) in Legal Accounting?

No. All matters must be created first in Practice Management to allow you to work through the matter workflow using Practice Management. Once you save the matter and it's created in Legal Accounting, however, you can edit the fields of the matter that are common between the two systems and the changes will be automatically synced. To learn more, see Working with Matters in Practice Management and Legal Accounting.

We've used the Reference field in a matter for [a very specific purpose]. What do we do?

If your firm is using the matte's Reference field for something other than the matter number, you will need to repurpose that data and clear those fields before you can use the integration. Your integration partner should be able to help.

What financials are managed in Legal Accounting and not Practice Management?

The billing arrangement for matters must be maintained in Legal Accounting along with client costs, checks, payments, trust, reconciliation, pre-billing, billing, and reporting.

We use Legal Accounting with NetDocuments. Anything to be aware of?

If you have been using an existing Legal Accounting / NetDocuments integration, the Legal Accounting integration will no longer share contact and matter information with NetDocuments. Instead, you will need to set up an Practice Management / NetDocuments integration.