Actionstep Implementation & Migration Partner
Moving to Actionstep is a big change. We make it an easy one.
As your Actionstep implementation partner, we guide your implementation from scoping to go-live: designing your workflows, overseeing your data migration, working with Actionstep on your behalf, and training your team, so your firm gets the most out of it.
A powerful platform deserves a careful rollout
Actionstep can automate a lot of your firm’s work: matter workflows, document assembly, legal accounting. Getting there means decisions about every practice group, every matter type and every role. That can feel like a lot when your team is already busy serving clients.
Is Actionstep the right fit for your firm?
It tends to suit mid-size firms that:
- Run high volumes of similar matters and want step-by-step workflows
- Want practice management and legal accounting in one platform
- Value strong document automation and reporting
Not sure? Our Law Firm Technology Audit compares Actionstep, Clio and LEAP against your actual requirements.
What does an Actionstep implementation partner do?
An Actionstep implementation partner works alongside Actionstep’s own team to make sure your setup fits how your firm practises. Actionstep’s onboarding team handles the platform and data conversion. We design your matter workflows and templates, set up trust and legal accounting to your law society or state Bar Association rules, check the converted data, and train each role, so your lawyers, assistants and accounting staff all know what changes for them.
Decisions to make before your Actionstep go-live
Actionstep is highly configurable, which is why it pays to decide these early:
- Matter types and workflow steps for each practice group
- Document templates and precedents, and which to automate first
- Chart of accounts, trust and billing setup, including invoice layouts
- User roles and permissions
- What history to migrate and what to archive
- Integrations with Microsoft 365, Outlook and your other tools
- The reports your partners need on day one
What changes for each role
- Lawyers: time capture inside the matter, and workflow steps that prompt the next task
- Assistants: document assembly from templates instead of copy-and-paste
- Accounting: trust and general ledger in one place, with reconciliations built in
- Managing partners: firm-wide reporting on WIP, billing and matter progress
6 steps from scoping to confident go-live
PROUD PARTNERS
What we take off your plate
- Change management. A rollout plan built around your people, so adoption doesn’t stall after launch.
- Workflow design. Matter types, steps, roles and permissions mapped to how each practice group really works.
- Data migration oversight. From PCLaw, ESILaw, Amicus, Clio, LEAP, PracticePanther, MyCase, Smokeball or spreadsheets. We oversee the import of contacts, matters, balances and documents, then reconcile.
- Your liaison with Actionstep. We’re the go-between for your firm and the Actionstep team throughout the project.
- Legal accounting and trust. Chart of accounts, trust setup and opening balances, aligned with your law society or state Bar Association requirements.
- Document automation. Your precedents converted and merge fields mapped.
- Deep training. Role-based sessions and quick-reference guides, so your team knows Actionstep inside out.
- Health checks. Already on Actionstep? We help you get more from it.
Trust accounting set up right, in Canada and the US
- Canada: configured to your provincial law society’s rules, such as the LSBC trust rules, the Law Society of Alberta trust accounting rules and LSO By-Law 9, including monthly reconciliations and GST/HST.
- United States: IOLTA and other client trust accounts set up to your state Bar Association’s rules, including three-way reconciliation reporting.
Automate first, then add AI safely
We start with Actionstep’s workflow automation, then layer in vetted AI tools and features that meet your security and professional-responsibility requirements. Learn about AI implementation · Free AI readiness assessment
Why firms choose Chops for Actionstep
- Certified Actionstep Legal Financial Management consultants and an Actionstep partner, trusted by over 70 law firms across Canada and the US.
- Over 70 law firms. Also certified on Clio, LEAP and Actionstep Legal Financial Management (formerly Soluno), so we know how firms move between platforms.
- Operations consultants first. We fix the process, then configure the software.
- Everywhere you are. We work with law firms in every province and territory across Canada and throughout the United States.
Frequently asked questions about Actionstep implementation
How long does an Actionstep implementation take?
It depends on your matter types, workflows and data. We give you a timeline after we’ve talked through your firm and scoped the project.
Can you migrate us from PCLaw to Actionstep?
Yes. We plan cutover at a reconciled month-end and bring over contacts, matters and balances, with a plan for archiving history.
Do you work with firms across Canada and the US?
Absolutely. We work with law firms in every province and territory across Canada and throughout the United States, delivered remotely.
We already use Actionstep. Can you help?
Yes: health checks, workflow refinements, reporting, automation and retraining.
Do you replace Actionstep’s onboarding team?
No. We work alongside them. They configure the platform and convert your data. We make sure the setup fits your firm, check the results, and train your team.
Talk to an Actionstep Expert · Related: Clio Migration · Law Firm Technology Audit · PCLaw Alternatives
What law firms say about working with us
Celene is a magician! I run a law firm that had a lot of growth in a short period and needed big help to get its systems in place – but with no staff capacity to really do it. Celene and her team swept in donning capes and smiles and made short work of it.
Highly recommended if you need systems but don’t know where to start!