Legal Referrals through LEAP CRM

Attract new business

In your Web Portal, clients can easily recommend your firm to their family and friends. The ‘refer a friend’ tab, available on the top left of the Web Portal opens into a form which captures both parties’ information and includes an automated, customisable message of introduction.

Track your referrals

On your CRM dashboard in the Web Portal, you can follow and view all of your client referrals. Track the status of these leads as well as log follow-up calls and e-mails to prospective clients. Optimise your client service and enjoy the option of being able to reward your current clients for referrals they direct to your firm.

With all the good work you do for your clients, make it easy for them to recommend you and ‘refer a friend’ to your firm.

Sync referral information to LEAP

Streamline the client on-boarding process by creating a card in LEAP with all the information provided in a referral. You can easily view all of your referrals from any devices you have LEAP installed on.

These secure services are provided by the LEAP Web Portal, an Exclusive Integration with LEAP.

Sync referral information to LEAP

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