Cate & Co

Security and support were two reasons why Cate & Co chose LEAP

Security was an essential factor when it came to selecting a practice management system for the firm. Paul considered both LEAP which he had used before, alongside other options. However, through his investigations it became clear that LEAP was the right investment to set his business up for success.

Having client data stored in Australia on LEAP's secure AWS servers allows Paul to confidently run a paperless office.

With LEAP's secure AWS servers, we don't need to run any paper files. While there is always paper somewhere, we're essentially a paperless office to the extent we can be.

Premium support was another core requirement for Paul. He needed practice management software that would resolve queries quickly and avoid downtime. LEAP's Australian-based Help Desk was a natural fit for the firm, providing a variety of support avenues and a quick response time.

If I have a problem, LEAP will fix it. I can't be unavailable.

Successfully meeting trust accounting requirements with LEAP

LEAP's dedicated trust accounting tools and comprehensive reporting makes it easy to manage client funds and stay compliant with trust regulations.

Our trust compliance review revealed that our trust account records had been maintained in accordance with legislative provisions and good trust accounting practices - no further action was required.

What makes this unique is that we are fully paperless – we do not use cheques or payment requisitions. Our payments are all electronic funds transfers. It's the training we received from LEAP when starting our firm that has carried us through to this result.

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LEAP's transition processes allowed Cate & Co to get up and running quickly

From the beginning, Cate & Co found getting started with LEAP to be a smooth and simple process. LEAP provides an industry-leading data migration and clients are supported every step of the way. Each client receives a dedicated Implementation Consultant to assist the firm throughout the transition process.

The transition was seamless. The account was opened, I did some training with my fantastic trainer and it was brilliant. We opened the doors two days later and started taking on new clients.

Increasing productivity and efficiency is easy with LEAP

LEAP is the whole package for Cate & Co. The firm has found increasing their productivity and efficiency easy with LEAP's Mobile App, document scanning, Print to LEAP and more. Paul chose to include By Lawyers, which is packed full of precedents and guides. The firm found the seamless integration between LEAP and By Lawyers to be an invaluable addition with the firm working across a range of practice areas.

With the LEAP Mobile App I can operate as a micro practice without an office, keeping our overheads down to a minimum. It allows me to meet clients at their location of choice and I still have access to LEAP on my phone where I can review files, take notes & communicate with clients. I'm building my practice to use all of LEAP's functionality, ensuring my matter administration time is the lowest it can be.