Web Portal

Capture client information

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.

Collaborate on documents

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.

Quick appointment scheduling

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.

Accept online payments

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.

Don’t miss out on potential work

Take advantage of the Web Portal’s client management tools to streamline your enquiries:

  • Easily respond to new client enquiries with e-mail templates.
  • Never miss an enquiry when you log all your prospective client calls and e-mails.
  • Update the status of enquiries so you know when to follow-up.
  • Easily view all your enquiries from any device.
  • Create a card in LEAP with information provided in an enquiry.

Communicate and collaborate with clients 24/7

Manage enquiries and let your clients schedule appointments, pay their bills and share documents with a Web Portal.

  • Streamline your data entry with online intake forms that can be imported directly into LEAP as a new matter.
  • Allow your clients to easily schedule or manage their appointments around your real-time availabilities from any device.
  • Manage and update enquiries from prospective clients.
  • Track the status of your leads as well as log follow-up calls and e-mails.
  • Respond to client enquiries with e-mail templates.
  • Accept both trust and office deposits with your firm’s own online payment portal.
  • Customise your e-mail signature to direct clients to your firm’s Web Portal.

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Everything you need to run a law firm

Book your free, no-obligation demonstration online today or call us for more information on 1300 607 625.

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