Client Service | LEAP Legal Software

Features
- - Case
    Management
  - Case Management
  - Manage and collaborate on matters in one secure and searchable location.
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- - Mobile
    Working
  - Mobile Working
  - Work on your matters effectively away from the office from any mobile device.
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- - Time, Accounting
    & Reporting
  - Time, Accounting & Reporting
  - Manage all aspects of client accounting, billing and reporting processes with ease.
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- - Automation &
    Content
  - Automation & Content
  - Save time with our fully automated and integrated legal forms and precedents.
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- - Serve your
    Clients
  - Serve your Clients
  - 24/7 client service with appointment scheduling, online payment portal and intake forms.
  - Find out more
Why LEAP
- - Why LEAP?
  - Switch to LEAP
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Integrations & Apps
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BROCHURE

About the LEAP Web Portal

Acting as your law firm's 24/7 online assistant, a Web Portal helps your client to communicate and collaborate with your practice in and out of office hours at a time convenient for them.

Helping law firms to work smarter, not harder such technology delivers efficiency and provides the tools to meet modern-day client expectations and deliver outstanding client service.

Read our Client Communication Revolution white paper to find out more.

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.

Learn more about intake forms

Manage your clients effectively

Manage incoming enquiries and generate new leads – Capture new business opportunities and effectively manage incoming enquiries with ease, wherever you are.
Online appointment booking – An easy-to-use online calendar that allows your clients to view your availability and request appointments.
Streamline data entry – Allow clients to input their own details and matter information online at a time convenient to them.
Convenient payment options – Get paid faster with an online payment portal that provides both convenience to your client and improves the cash flow of your practice.
Be transparent with the service you provide – Introduce your team, display your areas of expertise, hourly rates, estimated costs and disbursements.
Collaborate on documents – Providing real-time, secure access to documents, see if a client has viewed a document, share documents and revoke access if required.

Collaborate on documents

Securely share and collaborate on files with clients in real-time via LEAP’s integration with LawConnect. Providing 24/7 access lets your client e-sign or comment on a shared document when it suits them from any device.

Quick appointment scheduling

Allow your clients to book appointments at a time that suits you. 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 sooner via LEAP’s integration with RapidPay, an online payment portal that provides both convenience to your client and improves the cash flow of your practice.

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.

Provide your clients 24/7 access
to your services

Streamline data entry and minimise errors with online intake forms.
Allow your clients to easily schedule or manage their appointments around your real-time availability 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 online payments with your firm’s own online payment portal.