# Compare TrustBooks vs LEAP 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare TrustBooks and LEAP based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/145679-147413/TrustBooks-vs-LEAP

---

# TrustBooks vs LEAP Features and Cost Comparison

Last updated June 29th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

TrustBooksLEAP2/4 selected

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

[LEAP](https://www.capterra.com/p/147413/LEAP/)[4.3 (545)](https://www.capterra.com/p/147413/LEAP/reviews/)

[## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

5

Reviews Sentiment

SR

MS

Based on [107 reviews](#user-reviews)

Positive

107

Neutral

0

Negative

0

[## LEAP](https://www.capterra.com/p/147413/LEAP/)[4.3 (545)](https://www.capterra.com/p/147413/LEAP/reviews/)

Starting Price

Contact vendor

Value-for-Money

4

Functionality

4.2

Ease of Use

4.2

Customer Service

4.2

Reviews Sentiment

Based on [545 reviews](#user-reviews)

Positive

452

Neutral

45

Negative

48

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## Summary

* * *

Features in Trust Accounting Software

14 / 38

Only TrustBooks

-   Activity Dashboard
-   Customizable Reports
-   General Ledger

Best performer

31 / 38

Only LEAP

-   Accrual Accounting
-   API
-   Billing & Invoicing

User satisfaction

User satisfaction

5.0

User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

5.0

User satisfaction

4.3

User reviews[545](https://www.capterra.com/p/147413/LEAP/reviews/)

Ease of use

4.2

Functionality

4.2

Value for money

4.0

Customer support

4.2

Price starts from

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Small law firms and solo attorneys

Best for

It is designed for law firms, legal professionals, attorneys, legal service providers, and more.

## User reviews

Pros & cons

SR

Stephanie R.

Managing Attorney

> "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592)

AR

Anna R.

paralegal

> "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752)

MS

Matthew S.

Attorney-Managing Partner

> "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181)

SH

Stacey H.

Principal & Manager

> "The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528)

NS

Nathan S.

CPA

> "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

DH

David H.

Partner

> "I have a hard time locating client files without going page by page until I find their name. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

CS

Candace S.

Attorney

> "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

MD

Marta D.

Attorney

> "The integration feature with LawPay has also been very helpful in keeping track of incoming payments."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795)

DS

Devin S.

Paralegal

> "Only down side is it takes at least 24 hours for transactions to sync from Clio"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789)

LP

Lynn P.

Director

> "The program automates important record-keeping and reconciliation tasks that are important to complete regularly."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109)

JW

Jennifer W.

Attorney

> "The software kept getting confused as to which went where when it was imported from Clio."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820)

RW

Robert W.

Partner

> "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602)

MC

Matthew C.

Attorney

> "I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656)

DG

Dawne G.

Client Services Director

> "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

NS

Nathan S.

CPA

> "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

JM

Jim M.

Owner

> "It's very convenient to be able to access my account from any web browser on any device."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823)

DH

David H.

Partner

> "Not thrilled with having to create a payee before paying the payee. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

VG

Vanessa G.

President

> "It is much easier and allows for much less human error than other systems (like spreadsheets)."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759)

SE

Susan E.

Attorney

> "It is not as easy to share the accounting information with my CPA. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569)

AO

Alexa O.

Office Manager

> "It gives me all the reports that I need, makes it easy to determine if I'm balanced."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438)

DG

Dawne G.

Client Services Director

> "Writing checks was a stressful activity."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

WF

William F.

Attorney

> "It has made managing our trust account so much easier - especially the quarterly reviews. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585)

Dawn W.

President

> "They're very basic as well."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570)

[View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/)

SS

Scott S.

Attorney

> "The Forms and Templates function makes it very easy to create automated documents, especially with the clause library feature, I am able to automate documents but still have the ability to..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7112450)

Amrinder S.

Business Manager

> "What I like least about LEAP Legal Software is that it is mainly desktop-based and does not properly save emails from the new web-based Outlook. Since many firms now use Outlook on the web,..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7101700)

Grace W.

Senior Solicitor

> "LEAP provides an all-in-one practice management system that integrates matter management, document automation, time recording, and billing."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110623)

BO

Brendan O.

President and Lawyer

> "The desktop app is clunky and it's not ADA-compliant in that you can't zoom in to make the small tables and text legible when looking at a matter. And when you use the main menu for the app..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7116032)

KB

Karen B.

Practice Manager

> "Its clear layout, logical workflows and integrated tools make it easy to navigate, locate information and complete everyday tasks such as managing matters, sending emails, saving documents..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110559)

TR

Trafford R.

Paralegal

> "My one complaint is that I cannot drag any attachments from emails directly through to my LEAP matter, I have to save the document separately onto file explorer or save it directly onto the..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7101455)

JB

Julie B.

Conveyancing Assistant

> "The platform is well designed for legal professionals and provides a comprehensive set of tools for managing matters, documents, and billing within one system love it."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7107662)

OA

Olivia A.

Law Clerk and Executive Assistant

> "My only critique at this time is that, due to the size of the program, the startup can take a little bit of time (albeit only minutes) or some of the plugins in MS Office Suite can..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114232)

Grace W.

Senior Solicitor

> "It also integrates seamlessly with our phone system, allowing phone calls to be automatically recorded for billing and generating file notes directly within the relevant matter, which saves..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110623)

BO

Brendan O.

President and Lawyer

> "Desktop app's integration with Microsoft Word and Excel is buggy and error messages sometimes get stuck in a loop that requires use of task manager to close Leap and restart it."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7116032)

LB

Laura B.

Assistant

> "Having Leap Accounting as a separate tab really helps with time recording as you can look at the matter and input time in a separate window, you don't need to jump between two tabs or write..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108158)

LP

Leigh P.

Practice Manager

> "The limitations of some of the reporting features and lack of ability to customise reports or have PowerBI reports created is frustrating."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7121112)

RP

Robyn P.

Legal Assistant

> "I love how easy it is to organise each matter, allowing users to schedule tasks, enter payments and fees, create and email invoices, run reports, order certificates, create documents and..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100224)

TS

Tiana S.

Associate Lawyer

> "I dislike that when I download something from my browser I cannot drag an drop it from there into leap, I have to open up my files and take it from there."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7112163)

TM

Teri M.

Admin and Law Clerk

> "The time tracking tools are excellent, the personalization and customization, the integration with Microsoft and Quickbooks alone make it worth every penny."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7117922)

AW

Aubrey W.

Solicitor

> "The tab layout also doesn’t fit to match my monitor screen, which makes navigation a bit less convenient than it could be."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108291)

JV

Jason V.

Managing Principal

> "I like the efficiency of having all emails stored to file automatically and all files for all practices and the accounting across the firm under one platform."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100448)

CG

Cindi G.

Paralegal

> "Sometimes when I attach a document through Law Connect (which I do every day), I have to cancel and reattach it several times because it gets hung up."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7103772)

JB

Julie B.

Conveyancing Assistant

> "Overrall, LEAP’s combination of automation, integrated tools, and remote accessibility makes it a practical solution for improving efficiency in a busy legal practice."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7107662)

LM

Laurie M.

Attorney

> "There are sometimes glitches such as receiving error messages that are difficult to understand and noticeable lag when opening large matters or documents."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7124491)

CS

Casey S.

Office Manager and Paralegal

> "One of my favorite features is the help option available on every single page; it makes finding answers to quick questions effortless because you never have to leave the screen you’re..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7120293)

VR

Verified Reviewer

Lawyer

> "The accounting section does not have general accounting feature, still many updates need to be covered in terms of criminal law practice."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114166)

Amy N.

Legal Secretary

> "LEAP is very user friendly in paying invoices as well as entering receivables. If you receive a check from a client that is paying multiple invoices, LEAP has an excellent way of entering..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7089848)

VR

Verified Reviewer

Partner

> "It doesn't integrate well with Microsoft Office and the integrations often cause random errors or crashing with microsoft word."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7116066)

Lauren F.

Legal Secretary

> "I like the use of cards for contacts/clients and when keeping contact details up to date, everything syncs up when wanting to send letters or emails."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7102728)

VR

Verified Reviewer

Trainee Solicitor

> "There are sometimes lags in opening up documents, and occasionally documents will not pull through into emails even after multiple attempts to attach,"

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108197)

Amy N.

Legal Secretary

> "I also like the way that LEAP syncs all of the transactions over to QuickBooks Online so that we can have an accurate account of our transactions."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7089848)

BL

Beverley L.

Legal Aid Manager

> "Also sometimes after clearing cache Leap doesn't allow you to work because server not reachable which can cause delays and lack of ability to work."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7120155)

Madison C.

Senior Law Clerk

> "It saves time when opening new files and keeps everything organized, which is especially helpful for real estate transactions where there are a lot of details to keep track of."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7112316)

VH

Vic H.

Administrator

> "We had major issues with emails not appearing in our LEAP correspondence folders but once \[sensitive content hidden\] visited an explained how best to use the platform, the issues have have..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7103002)

JN

Jaipreet N.

Lawyer

> "Several features really stand out, including how user-friendly the platform is, the excellent training provided during onboarding, the integrated AI tools designed for lawyers, and the..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7117512)

Lauren F.

Legal Secretary

> "For example, my colleague has put some documents into a file but they haven't appeared until a long time after, making it sometimes hard to be productive and up to date on individual files."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7102728)

LB

Linda B.

Finance Manager

> "You can work remotely on it when needed and it has a large bank of reports to help you best assess your business needs and performance"

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7101117)

Siddharth T.

Principal Lawyer

> "The software seems laggy a lot of time when we are searching for forms and when opening new forms in word."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7101685)

Grace W.

Senior Solicitor

> "It is a comprehensive legal practice management platform that helps streamline file management, document creation, and billing."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110623)

PD

Paula D.

Administrator

> "Unable to make corrections/or have the LEAP representative unable to make corrections on billed invoices."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114149)

TL

Trieu L.

Director

> "Innovations and their commitment to development of the software program to make things work more efficiently. Since we have had our Client Success Manager, we feel the LEAP can be..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7122780)

AW

AlyReche' W.

PARALEGAL

> "LEAP can be a bit slow at times, glitchy, and some features aren’t very intuitive, which creates a learning curve for new users."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114693)

JL

Joseph L.

Law Firm Founder and President

> "Their native integration with the Gold Standard Estate Planning software WealthCounsel is an amazing value which is already INCLUDED in the subscription price which saves out firm tons."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108757)

JV

Jason V.

Managing Principal

> "Also, the fact that the Wills platform and conveyancing platform (Closer) is yet an additional per file cost and it was not sold that way to me originally."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100448)

Sandra S.

Principal

> "The updates to software in line with technology e.g use of AI, and simplified processes for preparation of legal documents."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7111084)

Amy B.

Paralegal

> "I've worked at firms with no case management system and firms with a sub-par case management system which barely works."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100355)

DL

Daniel L.

Attorney

> "Leap has a user-friendly interface, comprehensive support material on its site, and access in real time to technical support when needed. But it is much more than a timekeeping and billing..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7154264)

FL

Francis L.

Lawyer

> "Someone created a Financial Statement on their own account, under the file name and I was unable to access it from my own account."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7107954)

OK

Olivia K.

Partner

> "Our customer service representative, \[sensitive content hidden\], goes above and beyond to communicate with us, ensure we are up to date with the latest, and offer unparalleled customer..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7111107)

JC

Joanne C.

Assistant Office Manager

> "There are extra steps involved now when generating invoices or recording payments which just wastes time."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108491)

LR

Laura R.

Head of Learning and Development

> "I like the ability to be able to "code" letters within the precedent system and to manually create a workflow that suits our firm."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7102990)

OK

Olivia K.

Solicitor

> "The integration with other programmes such as Adobe, or Microsoft can sometimes have issues - mainly when there are third party updates."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7103143)

VR

Verified Reviewer

Partner

> "Document management and client/case management are both really solid, and the AI and automation features genuinely save you time on the day-to-day stuff."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110966)

Roselle M.

Conveyancer

> "I also am not a fan of the update on LEAP Accounting that it had to open a new window - takes time before the pop up window opens."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7118206)

Sarah K.

Legal Assistant

> "Additionally, having client and file data preloaded makes generating forms much faster and more efficient, ultimately saving valuable time that can be better spent on other matters."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114848)

Karen C.

Solicitor

> "On a minor point I do not like the recent changes which requires users to open Leap Accounting on a new screen."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7106320)

LR

Laura R.

Head of Learning and Development

> "Client/Agent and Lender cards are very helpful and the ability to add individuals to Solicitor cards for certain offices is very handy."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7102990)

VR

Verified Reviewer

Partner

> "Overall, I miss the old divorcemate compared to LEAP. While LEAP is very powerful software, it takes a lot of work to be able to use it to its full potential because so many things seem..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7116066)

OK

Olivia K.

Solicitor

> "The forms are kept up to date, including things like inheritance tax forms and SA900 tax returns, which gives peace of mind."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7103143)

BA

Barbara A.

Paralegal

> "Some of the generated forms to not fill out properly with the information that is inputted into Leap."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110796)

James B.

Founding Attorney

> "However, when I figured out how to build my forms and documents and ensure I had my data entered, LEAP really showed its versatility and power."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7111632)

LP

Leigh P.

Practice Manager

> "The LEAP community and having to get 'upvotes' in order for a logical feature or issue to be resolved is also not ideal."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7121112)

Amrinder S.

Business Manager

> "The document automation and precedent library are particularly valuable, enabling consistent, accurate drafting while saving considerable time."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7101700)

RB

Rachel B.

Legal Assistant

> "The way it sometimes disconnects from microsoft outlook and word, but its nothing that can't be fixed quickly."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100353)

Laura F.

Lawyer

> "I also like the integration with my iPhone and iPad - the app is great - it doesn't have the functionality of the full version, but there is enough that if I'm caught without my laptop, I..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7108063)

LL

Louisa L.

Managing Director

> "before upgrading to the new version, sometimes i can't print out the trust statement using the app...."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7104136)

Karen C.

Solicitor

> "It has helped me as a Sole Practitioner to transition to remote working when out of office and I have found that new staff have managed to operate the system without any extensive training."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7106320)

MH

Madison H.

Lawyer

> "We also run a lot of our work through the software which can cause speed issues at times."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7118628)

IC

Isabelle C.

Associate

> "I learned a few more tips and tricks for LEAP today from \[sensitive content hidden\] 's training - he was thorough, informative, tailored the training perfectly to our roles and answered all..."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7132229)

VR

Verified Reviewer

Lawyer

> "Sometimes it is difficult to deal with settings and find the correct form, journal or feature."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7107939)

DW

Dawn W.

Director

> "As a director the most valuable aspect of Leap for me is the suite of management information reports which have enabled me to track performance, wip and billing."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7044590)

RL

Rebecca L.

Solicitor

> "That you cannot save emails twice (for instances where you are acting on both sides) ."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7152433)

JN

Jaipreet N.

Lawyer

> "Overall, LEAP has helped our firm run more efficiently, reduce time spent on administrative tasks, and focus more on delivering quality service to our clients."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7117512)

SG

Sabrina G.

Lawyer

> "Some glitches with microsoft word and outlook integrations continue to occur."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7116846)

RL

Rosita L.

Ms

> "Having all the Court Form and Land Title Office form and AI searches, so make the legal professional field much easy to work on it."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7109868)

VR

Verified Reviewer

Paralegal

> "Sometimes there are lagging issues, not all the document precedents are updated right away but overall there are not many cons."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110181)

Grace W.

Senior Solicitor

> "The document generation and precedent library are particularly valuable, as they save significant time and help ensure consistency across files."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7110623)

LR

Laura R.

Head of Learning and Development

> "I dislike that you cannot block a matter from proceeding to the next step until certain actions/tasks have been completed."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7102990)

SS

Sunil S.

Trusts and Estates Practiotioner

> "sensitive content hidden\] has assisted us with the current issue of not able to produce IHT400 from LEAP due to a recent Microsoft update."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100449)

PD

Paula D.

Administrator

> "Every transaction is records, but it will not allow you to make correctiosn"

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7114149)

VR

Verified Reviewer

Solicitor Apprentice

> "It is a useful system that helps manage matters, record time easily, and organise documents in one place."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7109574)

SS

Sunil S.

Trusts and Estates Practiotioner

> "for example we were unable to produce IHT400 when there was a Microsoft update)"

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7100449)

CS

Casey S.

Office Manager and Paralegal

> "I’ve found the accessibility of their support—both through the built-in help features and direct email contact—to be a major asset to my daily workflow."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7120293)

SJ

Susan J.

Partner

> "it has been a challenging experience learning new systems especially when other people in our Office haven't adjusted to the workflow as well as hoped."

[See full review](https://www.capterra.com/p/147413/LEAP/#Capterra___7105851)

[View Reviews](https://www.capterra.com/p/147413/LEAP/reviews/)

## User interface

No images or videos  
provided by vendor

[LEAP](https://www.capterra.com/p/147413/LEAP/)

4.26 (545)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

TrustBooks

14/38

-   Accounting
-   Accrual Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Asset Accounting
-   Bank Reconciliation
-   Billing & Invoicing
-   Billing Rate Management
-   Calendar Management
-   Case Management
-   Check Writing
-   Client Portal
-   Compliance Management
-   Contact Management
-   Cross Ledger Posting
-   Customer Statements
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Payments
-   Fee Calculation & Posting
-   General Ledger
-   Generative AI
-   Invoice Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reminders
-   Reporting & Statistics
-   Secure Data Storage
-   Task Management
-   Tax Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/145679/TrustBooks/#features)

LEAP

Top features

31/38

-   Accounting
-   Accrual Accounting
-   Activity Dashboard
-   AI Copilot
-   API
-   Asset Accounting
-   Bank Reconciliation
-   Billing & Invoicing
-   Billing Rate Management
-   Calendar Management
-   Case Management
-   Check Writing
-   Client Portal
-   Compliance Management
-   Contact Management
-   Cross Ledger Posting
-   Customer Statements
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Payments
-   Fee Calculation & Posting
-   General Ledger
-   Generative AI
-   Invoice Management
-   Real-Time Data
-   Real-Time Reporting
-   Receipt Management
-   Reminders
-   Reporting & Statistics
-   Secure Data Storage
-   Task Management
-   Tax Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Trust Accounting
-   Workflow Management

[See all features](https://www.capterra.com/p/147413/LEAP/#features)

### Recognition

TrustBooks is recognized as a top-rated tool in 1 Capterra Shortlist reports

LEAP is recognized as a top-rated tool in 3 Capterra Shortlist reports

### Deployment & support

TrustBooks

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

LEAP

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

TrustBooks

-   By TrustBooks
-   Located in United States
-   Founded in 2014

LEAP

-   By LEAP Legal Software
-   Located in Australia
-   Founded in 1992

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Features

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4.2

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4.2

Ease of Use

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