Streamline your data entry when your clients complete an online intake form prior to their appointment. Intake forms give you a convenient and user-friendly way to accurately collect your clients’ information.
Clients can provide their details directly through your Web Portal, reducing the costly human error associated with data entry. Once completed, their information can be easily imported into LEAP as a matter, allowing you to get to work faster.
With LEAP and LawConnect you can securely share and collaborate on documents with your clients in real time. With your documents securely stored on Amazon Web Services, you can easily request your client’s signature or reply directly to comments left on shared documents.
Let your clients easily schedule appointments around your real-time availabilities from any device. Easily reschedule, cancel or amend appointments directly from your dedicated appointments dashboard or send booking confirmations and reminders to your clients via SMS.
Get paid smarter with your firm’s own online payment portal. Let your clients pay invoices via credit card, BPAY and EFT or receive trust money using the anticipated trust deposit feature. Minimise time spent chasing invoices when you take advantage of automated payment reminders.
Take advantage of the Web Portal’s client management tools to streamline your enquiries: