--- title: LeadTrac Reviews meta_title: 'LeadTrac Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how LeadTrac works for a business like yours. aggregate_rating: rating_value: 3.6 review_count: 4 scale: '5' date_modified: '2026-06-14' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # LeadTrac Reviews **Vendor:** National Data Systems **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 3.6/5.0 **Total Reviews:** 4 ## About LeadTrac Web-based CRM for managing leads, clients, enrollment agreements, electronic documents, sales reps, program quotes, reporting, etc. ## LeadTrac Reviews ### 1. Nice CRM Solution, but hard to get it customise **Rating:** 3.0/5.0 stars **Reviewed by:** Satbir S. | Data Management Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about LeadTrac?** Simplicity of the interface.Less time required on training **What do you dislike about LeadTrac?** Lack of option at user end to customise. **What problems is LeadTrac solving and how is that benefiting you?** Lead management along withtracking multiple payments of the lead ### 2. Using LeadTrac for student loans and CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about LeadTrac?** I like that everything is in the system. We have CRM, quoting system, billing, tasks and events. Everything is right there. **What do you dislike about LeadTrac?** I would like it if LeadTrac had a mobile app or at least adapted better to mobile. The interface is a little archaic however functional. **What problems is LeadTrac solving and how is that benefiting you?** The most beneficial aspect is inputting data files and having the system work up a quote. The disposition buttons really help with tracking the sales cycle. ### 3. Manager **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about LeadTrac?** I like the automation. Leadtrac is a powerful program with a lot of automation. You are able to move clients through a workflow and have the system automatically reach out to the clients when necessary eliminating a lot of followup. **What do you dislike about LeadTrac?** Everything has an extra cost. You cannot create custom reports without requesting from support and that cost $125.00 per hour. Leadtrac also does not allow the user to create custom fields or field mapping like in many other CRMs, so if you want to add a new field for a client file r application you need to pay support to do so causing more charges. They almost make the client dependent or stagnant. **Recommendations to others considering LeadTrac:** Give the user more control. Change the way every piece has a price tag. This would allow more companies to stay with the CRM even in hard times. **What problems is LeadTrac solving and how is that benefiting you?** Automation, and constant contact with clients. ### 4. Great CRM for operations **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2018 **What do you like best about LeadTrac?** It's a great tool to manage clients, electronic documents, and reporting, and it's accessible online. **What do you dislike about LeadTrac?** The more complex reports require coding. also there is no way to filter logs **What problems is LeadTrac solving and how is that benefiting you?** It helps keep everything organized. It helps with cross-departmental communication and task assignment. ## LeadTrac Discussions - [What is LeadTrac used for?](https://www.g2.com/discussions/what-is-leadtrac-used-for) - [View LeadTrac pricing details and edition comparison](https://www.g2.com/products/leadtrac/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-22+15%3A40%3A25+-0500&secure%5Bsession_id%5D=f6867fa1-97bc-4e39-ad7d-1c18e718709c&secure%5Btoken%5D=bb99845d52218b4d69c2cff7adec9157c95f03dad313a9067feb2bfd0cce9c00&format=llm_user) ## LeadTrac Features **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Content Management** - Document Management - Calendar Integration - Workflow **Time & Billing** - Time Tracking - Payments - Billing **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top LeadTrac Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (990 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (362 reviews)