Formstack for Salesforce vs. LEAP Legal Software

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

LEAP is a really good option for small to medium sized firms. Most products on the market are expensive document management systems designed for large law firms. The other are case management software that are great for billing, contacts and calendaring. LEAP seems to combine both of the options in an easy to use system. It is customizable but is fully functional as an "off the shelf" product unlike IManage or similar products.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• document management
• client contacts
• billing
• integration with QBO

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

• it has trouble with some non-Microsoft programs
• It has trouble with EXE files
• support is primarily on-line versus phone

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

IManage was great but we were quoted up to $40,000 to "customize" it to perform as it did in demonstrations. IManage was clearly designed/priced for large, multi-offices. LexWorkplace was another program that worked really well. It had real problems converting emails and certain files from our old program, Time Matters. LEAP was a reasonable, comprehensive program. It offered customer service, training and data conversion as part of the package.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

• integrated system
• Ease of billing
• Syncs with Quickbooks Online

Incentivized