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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Leopard BI Suite serves as a specialized business intelligence and legal analytics platform designed exclusively for the legal sector, providing comprehensive, data-driven insights, benchmarking, and predictive analytics that assist law firms, recruiters, corporate legal departments, and law schools in making well-informed strategic choices in a competitive landscape. Drawing upon over two decades of rigorously curated legal market data, this suite features an array of robust reports and tools that enable users to discover attorney connections for business growth, evaluate firm performance across various metrics such as financials, staffing ratios, diversity, and growth trends, as well as pinpoint opportunities like merger and acquisition targets, lateral hires, and recruitment focuses. Additionally, it integrates sophisticated predictive analytics and trend reporting capabilities that not only forecast outcomes but also uncover actionable insights related to attorney retention, overall firm health, and the dynamics of the legal market, thus empowering users to stay ahead of industry changes. Ultimately, Leopard BI Suite aims to equip its users with the necessary resources to navigate the complexities of the legal landscape effectively.

Description

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49 per month
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Leopard BI

Founded

2002

Country

United States

Website

www.leopardsolutions.com/leopard-bi-suite/

Vendor Details

Company Name

TrustBooks

Founded

2014

Country

United States

Website

trustbooks.com

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing Yes 
Compliance Management Yes 
Cross Ledger Posting No 
Customer Statements Yes 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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