Trustpak

Trustpak

InfoBiz Solutions
+
+

Related Products

  • Filevine
    576 Ratings
    Visit Website
  • 8am
    1,193 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • Digital WarRoom
    55 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • NaviPlan
    Visit Website

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

Trust accounting is a form of bookkeeping used exclusively for trust transactions. It is the recording by a trustee of the receipt and payment of other people's money into individual trust ledger accounts maintained for the person from or on whose behalf the money was received. In most countries there are very strict rules that apply to Trust Accounting and external independent auditors are employed to make sure the rules are followed. Government regulations may change at any time, if the product you are using is not kept up to date with the local Government Regulations then you could find your business at risk. Software needs to be intuitive, if the screens are not obvious and are confusing then it will take you a long time to master. In Trustpak we have kept the information required for each function on the immediate screen.

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

Companies that need a trust accounting software solution

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

Screenshots and Videos

Pricing

$129.00/month/user
Free Version
Free Trial

Pricing

$53 per month
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

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

InfoBiz Solutions
Founded: 2002
Australia
www.infobizsolutions.com

Alternatives

Alternatives

i-Trust

i-Trust

Golden Omega
Actionstep

Actionstep

Actionstep Software
CosmoLex

CosmoLex

ProfitSolv
NOBL

NOBL

Paulmar Group
Clio

Clio

Themis Solutions
Troika Accounting

Troika Accounting

thewealthworks

Categories

Categories

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

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

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

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
Claim LEAP and update features and information
Claim LEAP and update features and information
Claim Trustpak and update features and information
Claim Trustpak and update features and information