LEAP Reviews

LEAP allows you to customize your matters and templates and reduces time in various case areas. Their customer service is excellent, they are always available to help with any issues and/or look into the issue and guide you to the solution. I like the LEAP is constantly improving and cares about how the product can be an asset to law firms. They take the time to review suggestions and always work with you to improve not just the software but how our firm can take advantage of every feature to improve the quality of our cases and time.

Sometimes the software has glitches, but LEAP always fixes the issue right away, so it's not too much of a burden. The other feature that would be great is if LEAP allowed you to edit expenses once entered. The operating account feature could be a little more flexible with entries because you cannot make any edits once you hit save. Our previous software allowed us to make description edits and even transaction edits when it was time to submit an invoice to the court.

The offering was great and appeared to do everything I needed in my business.
Training offered was fairly good but useless in hindsight.

Software littered with problems.
Draft documents poor quality
Support was shockingly bad

The contact and matter cards are the best part of the CRM.

I disliked that several of the advertised features were not actually included once I already signed into a multi-year contract. Under the contract we were supposed to have immediate access to the client portal, it took over 6 weeks for the portal to be "setup." This resulted in a weird state of limbo regarding the transition. I also had concerns that they advertised a workflow procedure, but once we tried to use the workflow we were informed that it was only available in the UK, and no one could provide an estimate regarding when it would be available in the US. I'm also concerned that they require a third party to install the applications. Although the installation took about 15 minutes for each computer, the installer stayed active in one our firm computers for over 12 hours. When we asked about this potential data breach concern, no one followed up with us for weeks, then we were told "its ok nothing happened." That is a serious data breach issue.

Document automation and forms for various areas of practice increase productivity.

Billing system feels incomplete, calendaring in this program is basically non-existent as Outlook is where the calendar is stored. The calendaring has caused many issues and resulted in missed appointments. Additionally, there is no dedicated section for phone messages and makes it difficult for the attorneys to check messages without bouncing from file to file and reading the "comment" which contains a phone message.

I love that the mobile app for LEAP looks and performs as if you were at your desktop computer. I also find that the time entries and billing aspects could not get any easier.

What I am not liking about LEAP is when in LEAP and prepare an e-mail to anyone, it is not obvious where the subject line is pulling from. As I am a new user, I am currently waiting on my next training to use this feature because I find it more difficult to have the program put in an incorrect subject line and then have to change it every time I prepare a new e-mail. I would prefer that when entering information into LEAP that it say "e-mail subject line" or something that indicates where LEAP automatically gets this information from.

My second con is that we are an insurance defense firm LEAP assumed that we were a plaintiff firm. What that means is that now I must go into each of our cases and change the information as our "client" is not the plaintiff.

Leap has a very good document library which is why we initially selected leap. However, this is probably the best feature.

Creating templates is also easy as is some of the accounts features. However, it does not have a general accounting facility - so you'll be paying extra to Xero for that.

Tasks - it is heavily reliant on MS Outlook. If you do litigation, imagine note being able to access or edit tasks allocated to one of your fee earners and that fee earner is off. What do you?

When it comes to diarising tasks, you will be spending more time accepting assigned tasks than actually earning any fees. As an example, on a litigated matter i could have up to 20 directions that i need to comply with. my assistant will set a 14, 7, 2 and on the day reminder (this is a laborious task in Leap). thats 4x20 (80 tasks). i then receive 80 emails i need to open, accept and save (imagine how long that takes). The task is then saved in my out look tasks. No one else can access or edit or delete. This is stuck in outlook and in the matter!

So if i leave - and i have 100 files, thats 800 tasks that no one can access - they will have to troll through the file and set the tasks again. You see the problem! we learnt the hardway.

There is no adequate reporting - so you want to find out how many files you have with a particular supplier/referrer. You can find that out but you can export that into excel . you want to run that report - a third party app will cost you more.

That it centralizes all of the activities regarding a case file into a matter folder ie client information, emails, documents, ect.

It does not have a centralized telephone log. I receive many phone calls from people for which I do not have a matter set up and there is no place to log these calls in LEAP. Even for those calls that pertain to an established matter, the notification system is poor and you have no way to keep track of these calls separately. Also LEAP has no integrated calendar. Instead it uses Outlook, but it doesn't link back to the matter. For me, these two shortcomings are what caused me to decide to cancel my subscription to LEAP. Also the matter type descriptions are limited and there are several types of cases that I handle for which there is no matter type in LEAP. And you can't create your own.

Detailed reports are easy to produce and it's easy to share files between LEAP and local storage. It's also very easy to learn for people with varying tech skills.

The customer service: I made 4 or 5 attempts to have the same issue resolved, and each time the LEAP customer support would offer the same solution did not work. I was told an engineer would call me back on 3 occasions, and each time I gave them a 1 hour window during which I would be unavailable. Each time their Engineers called within the one hour window and each missed call means starting the process from square one.There is no option to export/save time recording into an Excel compatible format - only hard-copy or save to PDF. This has added hours to time spent preparing a Schedule of Costs as each entry has to be added and updated manually.Transitioning from our old system to LEAP was far from smooth. Many matters were not transferred and most of those which were had time recording missing or numerous mistakes, resulting in us combing through a lot of our files to correct these mistakes.The bugs and errors are innumerable - the Microsoft Office Add-ons do not seem to function properly at all, with different issues arising for each of Office 365, 2019 and 2016.Most cloud services auto-deletes or encrypts locally stored data. With LEAP, all data and docs accessed by a user are stored locally in a folder without encryption or auto-deleting, meaning that anyone with access to a device using LEAP could browse through all documents and client info a user has accessed without logging in to LEAP or using LEAP at all.

Customer support is top notch - accessible and knowledgeable.
LEAP does a nice job of organizing clients and allowing us to search for clients.
I appreciate that all documents can be saved right in the matter and that emails sent from within the program are saved in the matter.
We are a smaller firm, so there are several features that we don't need/use.
Balancing the trust account is a breeze!

I would like a client's phone number to be more readily accessible. Why can't it be displayed on the Details & Correspondence tab when the matter opens?
I prefer to have the billing and accounting in one place. While on the surface, it seems a nice feature to "push" to QuickBooks online, it is confusing as LEAP is pushing transactions while QBO is pulling transactions from the bank account. Balancing the operating account is cumbersome and time consuming.
While I appreciate being able to save emails in the matter, I don't like that it saves EVERY reply or forward thereafter. I should be able to choose whether or not the ensuing emails are saved.

Creating matters, attaching documents and emails to the matter, keeping a string of notes is key, as opposed to pulling the file. I want to pull the file less by being more diligent in using the software. Will be nice to communicate and transfer date with the program. I think that will be key with future generations.

The integration was a pain, but it was on my side with Time Matters and my computer company. That was a me and not you thing.

When you create a matter and even when I chose the areas of law that I practice some of it was not there and we have to force the program by entering a type of law differently. For instance, it took us awhile to figure out how to enter Estate Administration which is the main thing I do. Most lawyers in PA and I suspect elsewhere use the Decedent's Name to identify and find the file. LEAP does not and you have to remember the name of the Executor for a search. If they don't have the same name, I think we had to do something a little different. For criminal matters there are some simple areas that aren't an option.

It seems like some fields we don't need and some would be more helpful, if they were available. The one that comes to mind is the Sale of Real Estate.

When using the case management it is so easy to use from start to finish on a file, opening, setting up folders, using precedents, setting up cards for businesses and people. Also when posting funds received or disbursed is so easy and using it in conjunction with Xero for Office Accounts.

The only negative I would say is that there is no option for a telephone message on a Client's file. I have been directed to use the New Comment tab but this isn't at all helpful for telephone messages, you fill them in and they "eventually" get to the person they are for, also the notifications come up for everyone in everyone's notification lists which is time wasting. In our business Telephone Messages are critical to receive immediately and if there was a proper tab for Telephone Messages on a Client's file which would flash up to the fee earner that would be better as they would immediately know about the call and also it would be recorded on the file