Understanding Contact and Matter Syncing in Legal Accounting

Modified on Mon, 2 Jun at 1:35 PM

In this article:




The following tables cover the workflows that are common between Actionstep and Legal Accounting and provide details about how those workflows are managed when using Actionstep and Legal Accounting together. 




Contact, Client, and Vendor Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Create
See Field Mapping, below
Edit
See Field Mapping, below
Close contactsDoes not sync
Contact billing defaultsManaged in Legal AccountingDoes not sync
Vendor details (GL account and 1099 info)Managed in Legal AccountingDoes not sync
Create/edit contacts for split billingManaged in Actionstep via multiple clients on a matter




Matter Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Create matter
See Field Mapping, below
Edit matter
Syncs to Actionstep. See Field Mapping, below.
Close matterDoes not sync
Set responsible lawyer when creating matter

The Assigned to name in Actionstep will populate Resp Lawyer in Legal Accounting.
Set assigned lawyer when creating matter

The Assigned to name in Actionstep will populate Assigned Lawyer in Legal Accounting.
Change responsible lawyer on matterDoes not sync
Change assigned lawyer on matter

The Assigned to name in Actionstep will populate Assigned Lawyer in Legal Accounting.
Manage other matter participantsDoes not sync
Manage multiple clients on matter and split billingDoes not sync
Split billing percent allocationsDoes not sync
Electronic billing setup (LEDES)

If using LEDES billing for a matter, LEDES configuration must be done in both Legal Accounting and Actionstep.
Does not sync
Matter billing arrangementDoes not sync
Matter billing settingsDoes not sync
Matter workflow Does not sync
Matter notesDoes not sync
AppointmentsDoes not sync
TasksDoes not sync
Phone call managementDoes not sync
Conflict search (Search Practice Management)Does not sync (Search Accounting Transactions)

Document managementDoes not sync
CommunicationsDoes not sync
AlertsDoes not sync
NetDocuments integrationDoes not sync




Time Entry Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Record time Must be sent to Billing Does not sync
Edit time Before sending to Billing, otherwise restrictedDoes not sync
Delete time Before sending to Billing, otherwise restrictedDoes not sync




Disbursement Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Record disbursements
Managed in Legal AccountingDoes not sync
Edit disbursementsManaged in Legal Accounting
Does not sync
Delete disbursementsManaged in Legal Accounting
Does not sync




General Accounting, Trust Accounting, and Billing Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
ReceiptsManaged in Legal AccountingDoes not sync
PaymentsManaged in Legal AccountingDoes not sync
Trust accountingManaged in Legal AccountingDoes not sync
General accountingManaged in Legal AccountingDoes not sync
Accounts PayableManaged in Legal AccountingDoes not sync
Bank reconciliationManaged in Legal AccountingDoes not sync
BillingManaged in Legal AccountingDoes not sync




Reporting Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Client reports (Ledger, Summary)Accessed in Legal AccountingDoes not sync
WIP reportsAccessed in Legal AccountingDoes not sync
Billing reportsAccessed in Legal AccountingDoes not sync
Client expense reportsAccessed in Legal AccountingDoes not sync
Bank journalsAccessed in Legal AccountingDoes not sync
Trust reportsAccessed in Legal AccountingDoes not sync
Receivables reportsAccessed in Legal AccountingDoes not sync
Payables reportsAccessed in Legal AccountingDoes not sync
Productivity reportsAccessed in Legal AccountingDoes not sync
Financial reportsAccessed in Legal AccountingDoes not sync




Other Workflows


Able to Perform in ActionstepData FlowAble to Perform  in Legal Accounting
Users and permissions
Must be maintained in both systems
Does not sync
Timekeepers and rates
Must be maintained in both systems
Does not sync
Task and activity codes
Must be maintained in both systems
Does not sync
Matter typesDoes not sync
Area of lawDoes not sync
Billing groupsDoes not sync
Case file groupsDoes not sync
Tax groupsDoes not sync
Rate groupsDoes not sync







Contact Field Mappings

The following table shows how contact fields between Actionstep and Legal Accounting (Soluno) are mapped:

Actionstep FieldLegal Accounting Field
Identity TypeDisplay As
TitleTitle
FirstFirst
MiddleMiddle
LastLast
SuffixSuffix
AliasAlias
EmailEmail
Physical AddressMain Address
Mailing AddressAdditional Address (Usage displayed as Billing)
Line 1Address Line 1
Line 2Address Line 2
CityCity
County---
State/ProvinceState/Province
Zip/Post CodeZip/Postal Code
CountryCountry
Business (only the first business number in Actionstep)Work
Mobile (only the first mobile number in Actionstep)Mobile
Home (only the first home number in Actionstep)Home
OtherOther (Additional communication methods)
FaxFax (Additional communication methods)
TXT/SMSNo mapping
WebsiteAdditional Communication Methods



Matter Field Mappings

The following table shows how matter fields are mapped between Actionstep and Legal Accounting:

 

Actionstep FieldLegal Accounting Field
Matter NameDescription
File ReferenceFile Number
Assigned toAssigned (if it's a new matter, this will also populate Resp and Lead from Assigned fields)

Note: Changes to Responsible and Lead in Legal Accounting will not be reflected in Actionstep
DateOpen Date

Note: Changes to the Open Date field will not be synced back to Actionstep.
Client Contact
Multiple clients on a matterHidden Group Contact created in Legal Accounting with first Actionstep client set as the as the main contact in Legal Accounting.






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