LEAP vs. TrustedHeir Comparison


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About LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.	About Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Small to medium-sized law firms that need a legal case management and trust accounting solution	Audience Revenue-generating application for estate planners that automates the process of managing digital assets
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $129.00/month/user Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 1.0 / 5 ease 3.0 / 5 features 2.0 / 5 design 2.0 / 5 support 1.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros Leap has decent tools for case management but it is terrible if you want your system to do anything else. Cons Really poor integration options. We use a piece of online booking software and some marketing automation software for chasing up new lead. Normally we would use Zapier to integrate these tools with a CRM but there is no way for us to integrate these tools with leap. Most other legal management software now has a Zapier or Integromat integration but leap don't. They have their own ecosystem of apps which are all a bit outdated and don't have the functionality we need. I've tried several times to get access to the API to see if a developer could build our own integration but customer service refuse to give him an account.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information LEAP Founded: 1992 Australia www.leap.us	Company Information TrustedHeir United States trustedheir.webflow.io
Alternatives 8am MyCase 8am	Alternatives Eternal Pro
Actionstep Actionstep Software	eState Planner
CosmoLex ProfitSolv	Luminary
Clio Themis Solutions	Arken
CARET Legal View All	Wealth.com View All
Categories Estate Planning Family Law Law Firm Accounting Law Practice Management Legal Billing Legal Case Management Legal Document Drafting Legal Document Management Legal Time Tracking Personal Injury Law Trust Accounting	Categories Digital Asset Management Estate Planning
Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Legal Document Management Features Access Controls Archiving & Retention Collaboration Contract Management Document Assembly Document Indexing Document Tagging Full Text Search Version Control Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management	Show More Features Digital Asset Management Features Asset Categorization Asset Library Asset Sharing Brand Control Customizable Branding File Conversion Metadata Management Mobile App Reporting/Analytics Search Within Document Search/Filter Version Control Watermarking Workflow Management
Integrations EzeScan InfoTrack LFM2.5 LawTap Legal Booking & Scheduling LawToolBox Microsoft Outlook Microsoft Teams One Legal QuickBooks Online QuickBooks Online Advanced Uptime Legal Virtual Cabinet YSoft SAFEQ Zoom Zylpha Show More Integrations View All 15 Integrations	Integrations EzeScan InfoTrack LFM2.5 LawTap Legal Booking & Scheduling LawToolBox Microsoft Outlook Microsoft Teams One Legal QuickBooks Online QuickBooks Online Advanced Uptime Legal Virtual Cabinet YSoft SAFEQ Zoom Zylpha Show More Integrations
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