Legal Software Integrations - FileMan

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.
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Why LEAP
- - Why LEAP?
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BROCHURE

Archive management solution

Effective archiving and management of closed matter files is pivotal to running an efficient practice, reducing risk and fulfilling your client care obligations.

LEAP integrates seamlessly with FileMan and helps facilitate the collection and digitisation of your hard-copy matter files. FileMan saves your firm valuable time, space and effort that can be at no additional cost to your practice by providing their services as a disbursement.

Transform how you manage and archive your closed matter files.

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From LEAP to FileMan

On completion of the matter, the file is placed in your FileMan tub for collection, scanning, cataloguing, uploading and storage. You can then access archived files, process retrievals and destructions directly through the FileMan portal in LEAP.

Access archived matters through a simple and secure interface within LEAP.
Automatically create disbursements on the client ledger allowing for the recovery of archiving costs.
Free scheduled collections of paper files for secure storage and digitisation.
All physical files are securely stored to meet your legal retention obligations.

The FileMan archiving solution was perfect for us! The initial full archive transfer immediately freed up all our archive areas and has helped us become paper lite. Whenever we request retrieval of a file we go onto the system, put in a request, and within a few hours, our requested physical files are scanned and provided back to us digitally.

Craig Delaney

Calthrops Solicitors LLP

Improved efficiencies

Improve employee productivity and process efficiencies through easier access to archived files for reviewing, retrieval and destruction, from anywhere at any time.

A paperless/paper-lite office

Store digital files and make accessible to all, free-up valuable office space, improve compliance and reduce risk through secure file management.

Significant cost savings

Decrease your overheads with the option of providing the services as a disbursement, you can save thousands of pounds in ongoing storage and destruction fees.

Exclusive integration with LEAP

Using FileMan you can benefit from:

Access archived matters through a simple and secure interface within LEAP.
Automatically create disbursements on the client ledger allowing for the recovery of archiving costs.
Free scheduled collections of paper files for secure storage and digitisation.
All physical files are securely stored to meet your legal retention obligations.
Improve employee productivity and process efficiencies through easier access to archived files.
Improve compliance and reduce risk through secure file management.
A paperless/paper-lite office with digital files accessible to all and free-up valuable office space.