Accept and Manage Payments Directly in Actionstep Legal Accounting
Connect Actionstep Legal Accounting with Soluno to collect invoice and trust payments while keeping your legal accounting records current.
How the Integration Works
From billing to recorded payment, Actionstep Legal Accounting and Confido connect online payment collection with the billing and accounting workflows your firm already manages.
Generate Invoices
Your staff generates and approves an invoice in Actionstep using their existing workflow
Send Payment Requests
Payment requests can be automatically sent from Actionstep
Clients Pay Securely
Client pays digitally and the funds are routed to the correct trust or operating account
Payments Stay Connected
Actionstep records are updated automatically
Key Workflows
Support everyday billing and trust transactions by using the integration across the payment workflows managed within your firm’s Actionstep Legal Accounting system.
Automate Collections
Stop relying on staff to chase unpaid invoices. Confido and Actionstep make it easy to send bills and reminders with flexible payment options baked in.
Simplify Trust Accounting
Accept trust deposits electronically and automatically apply them to the correct client trust ledger while routing funds to the appropriate trust account.
Cut the Cost of Getting Paid
Automatically charge the credit card fee to the client while still offering free-to-them methods like bank transfers or debit cards.
Everything Stays in Actionstep Legal Accounting
No separate platform for your staff to log into. Payments, reconciliation, and trust records are reflected in the system your team already uses.
Why Actionstep Legal Accounting + Confido?
Actionstep and Confido work together to connect client payments with the financial records behind each matter.
Connected Records
Keep payment activity tied to the invoices and trust balances already managed in Actionstep.
Less Manual Posting
Apply payments without entering each transaction into your accounting records by hand.
Flexible Payment Methods
Give clients flexible ways to pay by credit card, debit card, or ACH bank transfer.
Clear Processing Costs
Use simple flat rates with no monthly, setup, or termination fees.
Resources for Firms
ActionStep
Emery Wager
ActionStep is a all-in-one legal practice management software with powerful workflows and a cloud-based platform.
How to Open an IOLTA Account for Your Law Firm
Emery Wager
How to Open an IOLTA Account for Law Firms
