Kleos vs SimpleLaw Document Automation

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.

SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.