Lecorpio - straight forward, easy to use
April 01, 2016
Lecorpio - straight forward, easy to use
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Lecorpio
Lecoprio is used by a single department in our firm and is fundamental to our relationship with our clients. Through Lecorpio, we communicate directly with our clients to provide documents and, more basically, to keep track of all our records in an organized manner.
Pros
- Lecorpio is easy to use. Uploading documents is very quick and intuitive, as is accessing them later.
- The ability to edit the information in the system for each record is straight forward.
- Creating new connected records off existing records is quite easy and allows you to easily edit important details before the final creation, which is a plus.
Cons
- It would be nice if there was a place in each record that would show a map indicating how each record is connected to each other within a family of records. As in, which records were created off which records, as a sort of family tree.
- When uploading documents to a record, you are often limited by uploading only a single document for each activity. Occationally it would be helpful to have the option to "add" more uploads. Alternatively, there is no way to remove an uploaded document without replacing it or deleting the activity completely. An "x-out" option would be helpful.
- When you are adding activities, the activities automatically organize by the date they were created, rather than the execution date included in the record. There is no way to reorganize activities in a record in cases where documents were not uploaded chronologically. In this case, you have to delete all the activities that are out of order and re-add them, which is a time sink.
- As a system that is easy to use, it is a big time saver. We can quickly upload all the records were need with the no-nonsense interface, and get more done in less time.
- CPA Global's Memotech
CPA Global's Memotech has the benefit that Lecorpio does not of including a basic family tree in their records. While it is by no means perfect or exhaustive, it is a good start for a necessary feature. However, uploading documents in Memotech is slow and painful and often involves many errors. You also upload separately from the activity you have created and have to go search for the activity to make sure the document is put in the right place. In contrast, Lecorpio is fast, easy, and efficient for uploading.
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