White paper card image | private client software


Is your private client software solution fit for purpose?

Over the past 20 years, technology has changed the way legal professionals practise law. One area largely overlooked by technology until now has been private client work.

With an increasing uptake in the use of technology across all ages, more complex family structures, increased wealth and the introduction of new and emerging asset types, traditional approaches to private client service is no longer meeting the evolving needs of clients and their estates.

This informative white paper written by LEAP’s Director of Lifetime Planning, Craig Matthews, details the issues currently being faced and identifies how they can be overcome.

Please complete the form to download the white paper.

uk clay laptop light details correspondence

Everything you need to manage the day-to-day requirements of a law firm

  • Access matter details including all matter correspondence

  • Send emails and forward documents

  • View critical dates, tasks and calendar entries

  • Find contact details for all parties on any matter

  • View location details for your appointments with integrated maps

  • View staff contact information

  • Create, edit and view time entries on any matter

  • Make timed calls directly from the matter

The only practice management software you need to run a law firm

Book your obligation free demonstration online today or call us for more information 0845 683 2517.