Have your clients or potential 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. Allowing potential or existing clients to provide the details of their case directly through your Web Portal reduces 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.
Get paid smarter with your firm’s own online payment portal. Let your clients pay retainers or invoices via credit card or bank transfer. Minimize time spent chasing invoices or replenishing trust accounts when you take advantage of automated payment reminders. LEAP even gives you the ability to set up recurring payments via credit cards, for clients who you agree to put on a payment plan.
With LEAP and LawConnect, you can securely share and collaborate on documents with your clients in real time. With your documents securely stored on Amazon Web Services, you can easily request your client’s signature or reply directly to comments left on shared documents.
Let potential or existing clients schedule appointments online 24/7. Easily reschedule, cancel or amend appointments directly from your dedicated appointments dashboard. Automatically send booking confirmation and reminders to your clients via SMS to ensure that your time isn't spent waiting for a no-show.
Johnson & Borenstein, LLC
Take advantage of LEAP's legal CRM to get more clients.
Easily respond to new client questions with email templates.
Never miss a new client question or appointment request when all your prospective client calls and emails are logged automatically.
Update the status of your potential client pipeline so you know when to follow-up.
Easily view all your new inquiries from any device.
Create a new card in LEAP containing client information entered with LEAP online intake forms.
Manage incoming requests from potential and current clients to fill out intake forms, pay their bills, schedule appointments, and share large documents with Web Portal.
Automate data entry for new cases with online intake forms that can be imported directly into LEAP as a new matter.
Allow your potential or current clients to easily schedule or manage their appointments around your real-time availabilities from any device.
Manage and update questions or appointment requests from prospective clients.
Track the status of your potential clients and then automatically log follow-up calls and emails.
Accept both trust and office deposits with your firm’s own online payment portal.
Customize your email signature to direct clients to your firm’s Web Portal.
Request an Online Demonstration