LEAP Legal Software vs. Yourefolio

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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info