Workflow Management

 

LEAP has powerful workflow management capabilities allowing the development of complex matter templates and smaller administrative routines to capture the knowledge within your firm and integrate

it into your work practices.


Doing the work

You capture knowledge of work flows in advanced workflow templates known as Agendas. You:-

  • Define tasks

  • Schedule sequential tasks

  • Link precedent documents

  • Diarise activities

  • Set reminders

Managing the work

The progress of delegated work can be easily monitored with tasks being scheduled on before or after critical dates. A rich library of standard matter management reports developed for fixed fee work over many years will provide you with the tools you need to stay on top of the work.


Charging for the work

Understanding the profitability of fixed fee work is a traditionally difficult area. Using LEAP you can

easily record all time spent on a matter and then compare it against your fee estimate or the actual

fee charged.


The time line allows you to easily identify gaps in the day that you did not enter time.

 

 

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