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.
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.