Leap vs. Orion Practice Management System

Leap (formerly JobProgress) helped us automate and simply our processes. We chose it over competitors because we were able to customize it to the different service offerings we provided - other platforms seem to be designed for one type of service or another making them problematic. We were able to reduce the number of software providers we use and integrate others that we were using separately. It is designed well to track [potential] jobs, but it does not work well for tracking business development opportunities.

Incentivized

Entering billing time is a breeze. It is also easy to keep up with all billing through the Time Manager screen in conjunction with Fee Entry. It works great as a calendar, with the ability to designate entries as tasks, events and other topics. The calendar program synchs with Outlook, no need to enter deadlines in two separate programs. It is a breeze to run conflict checks and the Smart Timers Management option is very user friendly.

Incentivized

• Customizable
• Integrations
• Cost
• Implementation
• Automation

Incentivized

• Billing
• Synchs well with other programs
• Contains massive contact list
• Keeps up with client payments by user

Incentivized

• Reporting
• Deadlines on updates
• Lists populate differently (e.g., alphabetical vs. order they were created)

Incentivized

• When multiple users utilize the program, it can sometimes slow down
• Doesn't always synch with other programs
• Occasionally a little bit difficult to perform a search

Incentivized

We evaluated close to ten other platforms including Dataforma, Job Nimbus, AccuLynx, Propeller, FCS, etc., but chose Leap (formerly JobProgress) because of the flexibility it offered - customize our service offerings and how jobs flow through our process, automation through the process, integration with other vendors, and ease of use for the office and field.

Incentivized

• Reduced cost - moved from 3 software providers to 1
• Gave field technicians greater capabilities and moved to paperless processes
• Automation and simplification of processes

Incentivized

• Provides accurate billing information for submission to clients for payments
• Ability to run financial reports
• Contact database is ongoing with new entries and updated information

Incentivized