LEAP vs. eState Planner Comparison


LEAP	eState Planner	+	+
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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 eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.
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 Estate-planning lawyers, trusts and estates firms requiring a solution to intake clients, craft estate plans and generate customized legal documents
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 $119 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 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
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 eState Planner Founded: 2017 Canada www.e-stateplanner.com
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CARET Legal View All	GoodTrust 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 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
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 Show More Integrations View All 14 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 Show More Integrations
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