BHL Insight vs Kleos

BHL Insight is legal practice management software for law firms, bringing accounting, document handling, and connected workflows into one system. Its functions include financial and trust accounting, time and fee recording, billing, client accounting, document management, and document assembly. Firms can install it on a local device or server, or access it remotely through the cloud. BHL describes Insight as using a single relational database, and says client data is accessible to other applications. Its Liberty browser interface provides access to contacts, clients, matters, fees, tasks, and documents, and can create cheque requests and sundries or display bills. SpeediDocs connects Microsoft Office with client and matter records, using customizable templates to save emails and files to matters. Insight interfaces with Microsoft Office, Outlook, Hummingbird, iManage, Worldox, and Visualfiles. Liberty supports computers, tablets, iOS, Android, and Windows Phone, and requires Insight version 9.1. Cloud editions have a three-user minimum. Pricing is on request.

Kleos is cloud-native legal practice management software that requires an internet connection. Its app is available for iOS and Android, and it integrates with Microsoft Word and Outlook. Time management syncs in real time with Microsoft Outlook or Google Calendar. Kleos Connect enables secure document sharing with clients or third parties, and online payments can be accepted through Stripe. Three plans are listed: Core, Advanced, and Advanced+. Core includes 15 GB of cloud storage, Advanced 25 GB, and Advanced+ 30 GB. Advanced and Advanced+ include business reports and Microsoft Teams; Advanced+ adds SSO. An API is unavailable in Core and offered as an add-on for the two higher plans. The service is GDPR compliant and certified to ISO/IEC 27001:2013 and 22301:2019. European data centers use HTTPS, TLS 1.2, and AES 256. Support includes phone assistance five days weekly and a digital ticket system available 24/7. Pricing is on request, and no free plan or trial terms are stated.