Practice Management Software for Wills Lawyers

LEAP gives wills lawyers practice management software designed with everything they need to complete a variety of criminal law matters. With pre-configured matter types, integrated document automation, accounting and an in-built safe custody system, LEAP’s cloud-based software makes the administration and management of wills easy.

Matters
Matters

Pre-configured matter types

LEAP includes pre-configured matter types such as wills for singles and couples, power of attorney and health directives. These matter types provide all the fields necessary to capture pertinent information, allowing you to quickly generate documents with pre-filled client and matter information without the need to manually re-key data.

Matters
Document Sharing

Secure document sharing

With LawConnect, you can securely share, view, comment and sign documents or wills online from a LEAP matter. Clients can easily review and comment on wills before they’re finalised. Plus, LawConnect gives you control over shared documents, allowing you to see when a document has been viewed or to revoke access when necessary.

LawConnects provides a secure environment for your firm and clients to collaborate in real time, with all LawConnect data stored on servers powered by Amazon Web Services.

InfoTrack Integration
Mobile App

Work anywhere, any time

Whether you in the office, on the go or at court, you can work anywhere, at any time with the LEAP Mobile App. With the ability to create matters, voice memos, record time, scan documents and even remove caller ID when calling clients, the LEAP Mobile App lets you work from wherever you may be.

Plus, if you’re working on LEAP Desktop but lose your internet connection while travelling or out of the office, you can be sure that progress made on documents and matters will still be saved with the ability to work offline.

Legal Rates & Charges
Content

Customise documents and precedents

The Document Customisation Engine embedded in LEAP allows you to select from over 20,000 pre-configured data fields to create precedents and documents in Word, Outlook and Excel that automatically populate with relevant matter, client or accounting information in LEAP. This state-of-the-art technology can be used by non-programmers to quickly create customised wills that automatically pre-populate with matter information but still allow you to manage and amend clauses within.

Secure document sharing

Stay on top of safe custody documents

LEAP’s in-built document register makes it easy for you to stay on top any safe custody documents your firm may be holding on to. Use the document register to assign a document or a collection of documents to a client. Finding items in the document register is easy too with the ability to search by client, matter, document location and document number.

Accept remote payments

With RapidPay, clients don’t need to come to your office to pay you. Your firm can accept remote payments online by credit card, BPAY, EFT, as well as offer payment plans. Payment options are displayed on the bottom of every invoice, and clients pay through an online portal which carries your name and logo.

Request free demonstration

Streamline data entry
Let your CRM do the work

Seamless integration with By Lawyers

Take advantage of Australia’s leading library of up-to-date legal content with By Lawyers. Work with helpful matter plans, practical commentaries, drafted precedents and detailed reference materials directly from your LEAP matters. By Lawyers includes access to a comprehensive range of resources to assist with wills for individuals, spouses, blended families as well as wills creating trusts. Plus, By Lawyers also includes access to 101 Succession Answers and a library of clauses, deeds and trust provisions.