Practice Management Software for Estate & Probate Lawyers

LEAP gives estate & probate lawyers practice management software designed with everything they need to complete a variety of matters. With pre-configured matter types, integrated document automation, flexible time recording and an in-built safe custody system, LEAP’s cloud-based software streamlines the progression of both estate and probate matters.

Pre-configured matter types
Matters

Pre-configured matter types

LEAP includes pre-configured matter types for estate and probate matters, including estate general, family provision claims, grant of reseal, letters of administration and probate. These matter types provide all the fields necessary to capture pertinent information, allowing you to quickly generate documents with pre-filled client and matter information without the need to manually re-key data.

Flexible time recording
Time Recording

Flexible time recording

LEAP provides a range of time recording tools to quickly and easily record all your billable time whether you are in the office or on the go. Once you’ve created a matter you can record time or fees in real time or retrospectively.

LEAP can automatically record time in the background whether you’re reading emails, working on documents, creating appointments, setting tasks or taking telephone calls.

Integrated trust accounting
Accounting

Integrated trust accounting

With in-built trust accounting features, LEAP makes compliance with trust regulations easy. Take advantage of the ability to set up dedicated controlled money and trust investment accounts as well as record any transit money.

Automated forms and precedents
Content

Automated forms and precedents

LEAP provides an extensive range of up-to-date, automated forms and precedents for estate and probate matters in all jurisdictions, including Inventory of Assets and Liabilities, LIV Probate, Inventory of Property and more. Take advantage of LEAP’s seamless integration with Microsoft Office 365 and Adobe PDF to quickly modify and create automated legal documents in any format.

Stay on top of safe custody documents

LEAP’s in-built document register makes it easy for you to stay on top of your firm’s safe custody document. Use the document register to assign a document or a collection of documents to a client. Finding items in the document register is easy too with the ability to search by client, matter, document location and document number.

Stay on top of safe custody documents
Accept remote payments

Accept remote payments

With RapidPay, clients don’t need to come to your office to pay you. Your firm can accept remote payments online by credit card, BPAY, EFT, as well as offer payment plans. Payment options are displayed on the bottom of every invoice, and clients pay through an online portal which carries your name and logo.

Seamless integration with By Lawyers

Take advantage of Australia’s leading library of up-to-date legal content with By Lawyers. Work with helpful matter plans, practical commentaries, drafted precedents and detailed reference materials directly from your LEAP matters. By Lawyers includes access to a comprehensive range of resources such as 101 Succession Answers as well as matter plans for Estates and Family Provision Claims.

Seamless integration with By Lawyers