LEAP

What to ask before you buy

1. What is the price, and how does it scale with users?
2. Which region hosts my data, and what are my options?
3. The vendor states some AI features may transfer limited client data to the US. Which features, and can I disable them?
4. What does export look like if I leave?

Limits in the record

• The vendor states that some AI features may transfer limited client data to the US for processing, which matters for firms with residency requirements.
• The vendor does not publish a price in the checked source.

How it sits in Practice management AI

Inside practice management AI, this is one of the few vendors that publishes regional hosting detail and a no-training position for its AI features. PracticePanther, Rocket Matter, and Actionstep are the closest peers, and most do not publish this level of detail.

Reading the vendor’s wording

The vendor states that client data is not used to train AI, that data is encrypted in transit, at rest, and in use, and that it holds SOC 2 Type II and SOC 3 certification. It also discloses that some AI features may transfer limited client data to the US for processing.

How to evaluate it in a trial

1. Ask for the price and how it scales with users.
2. Ask which region hosts your data and what options exist.
3. Ask which AI features transfer data to the US and whether they can be disabled.
4. Ask what export looks like if you leave.

What adopting it costs

It is a practice-management system, so adopting it means replacing your current system of record. The regional hosting detail makes the residency question easier to settle than with most peers.

Closest alternative

Actionstep — The closest peer for growing firms. This one publishes regional hosting detail; Actionstep emphasises trust accounting.