Aside from the friendly customer service folks - who most often just send you to a FAQ, there's nothing I like about this product. Review collected by and hosted on G2.com.
Leap is an abomination. In a world of fast-moving technology, Leap takes you decades backwords.
From a technology side it isn't in the cloud. It requires you to have a Microsoft business account and then they install the program, with all its "features" on a PC or laptop. The web app has less functionality making it possible to do some things but not everything if you're on the go and away from your primary PC (if you're using a PC). So, if you fall for their pitch and go the route of Leap, get it installed on a laptop if you intend to be mobile.
We got sold on the idea that it integrates with its sister company WealthCounsel. The cost of Leap and WealthCounsel combined was "cheaper". Of course, they didn't explain that Leap is clearly cash strapped and finances its future contracts with a third party. That means you sign a repayment agreement with the 3rd party and they get a chunk of money to feed their archaic tech development.
Turning to the use of WealthCounsel, it is not seamless. The integration between the two companies and their architecture requires you to fill in all required information in the Leap system. If you don't, fields in WealthCounsel remain unanswered. You then have exit out of WealthCounsel and go into Leap. Add the missing information. Go back to WealthCounsel, hoping the data there is now accurate. And, it's a back and forth until you get everything you need in place with the hope of putting together documents that you could've done in half the time using WealthCounsel itself.
Compound this with the fact that the initial installation process was a nightmare (because we're a small firm and don't have an IT person, and believed the salesperson who said - it's easy) and the opinion that this product is a bomb from beginning to end is intensified. We met the the salesperson. Told them we don't have time to endure a long process and dedicate time to a transition. Initially discussed transferring information from Clio to Leap. Backed away from that idea when we started getting introduced to the implementation process. Were threatened by Leap's representatives when "we were delaying" the installation process (and, yes, that means they were talking legal action, etc.). Got them to simply install the product so we could get on with use of WealthCounsel without the transition of any data from Clio. And, now, we're a small firm that still uses Clio - a far superior product, and Leap just to access WealthCounsel in a horrible manner.
If anyone is thinking about using Leap, don't. Clio is the better product. WealthCounsel is a great product. You don't need Leap in your practice, especially if you're a small firm or solo practitioner. Review collected by and hosted on G2.com.
