LEAP Legal Software vs. Nintex DocGen for Salesforce

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

It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.

Incentivized

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

Incentivized

• Building documentation is super easy
• Sending out that documentation after it is built is most of the time seamless
• Customer service at Nintex is awesome if we ever need anything

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

Incentivized

• Easier set up.
• Easier field mappings.

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

I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.

Incentivized

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

Incentivized

• A LOT of saved time on workflow automation
• Provides an easier solution for our clients to sign documents
• Customer Experience overall is great using this tool