Choose a broad legal suite when the whole operating stack is under review.
If the buying process is really about matter management, billing, trust accounting, intake, and wider practice operations, judge the shortlist as a suite decision. The portal is only one part of that call.
- Clio belongs here when you want a broad legal platform with public pricing and wide product scope.
- LEAP belongs here when the portal decision sits inside a larger legal-stack replacement.
- Actionstep belongs here when the firm wants configurable legal operations for a midsize practice.