We are all guilty of doing things the same way we have always done them because we are wired to take the path of least resistance. But what if there was an easier way? A way that will streamline your processes, increase your billable hours and improve your work-life balance.
LEAP includes automation, smart-documents, features and tools that eliminate many of your manual tasks:
Scanning documents in the office
The LEAP Mobile application allows you to scan important documents wherever you are and stores them in the relevant matter. Watch this video to learn how to scan, save and share using LEAP Mobile.
Creating and sending receipts and reconciling payments
LEAP’s online payment system handles this for you. When clients pay your invoice online, receipts are automatically sent to the client and reconciled instantly against the matter in LEAP. Your trust account can also be linked to LEAP, allowing for automatic trust banking reconciliation. Click here to watch our on-demand webinar on How to get paid faster and Improve Cash Flow.
Searching for up-to-date legal forms
Many lawyers spend unnecessary time searching for the latest forms. LEAP provides you with access to the most extensive range of up-to-date automated forms available from your LEAP matter.
Search various websites for legal, rates and charges
LEAP is always up-to-date with all Legal Rates & Charges across Australia. Including; court fees, interest rates, stamp duty and home buyers grants for all jurisdictions in all states and territories.
Re-keying client information across letters, precedents and email correspondence
Enter your client and matter information once, the automation in LEAP merges the same, correct information. This means you don’t have to retype the same information when drafting letters, precedents or emails.
Hand writing file notes
Use “New Comment” to add the details of your file note, then you can ‘time and date stamp’ it and save to the matter. You can also utilise voice to text dictation via the LEAP Mobile App for file notes, time entries and emails.
Time recording on a paper based timesheet
The timer in LEAP automatically records in the background whether you’re reading emails, working on documents, creating appointments, setting tasks or taking telephone calls. Time entries record on your time sheet and your correspondence automatically saves back to the file.
Manually completing and calculating Financial Statements
Once financial data is entered, the financial statement automatically calculates results and empty fields are auto-populated with ‘NIL’.
Searching through paperwork for correspondence
LEAP’s correspondence search help you find what you are looking for quickly. Using keywords, you can quickly search through all of your matters and documents.
Managing paper to-do lists
LEAP syncs your key dates and tasks to Outlook. You automates your to-do lists, including all your most common tasks so you don’t miss a thing.
Manual reporting
Many of LEAP’s reports can be set to automatically email you. View and manage the status of your WIP, invoices, client details and more with daily, weekly or monthly reports. Watch this short video to learn how LEAP reports can empower your firm
Remembering to do server back-ups yourself
You no longer need to take your backups home or worry about them not working. LEAP servers are backed up multiple times daily, weekly and monthly and monitored 24 hours a day, 7 days a week, 365 days a year.
Removing these manual tasks will reduce your firm’s risk, enable you to provide better service and free up your time for more billable work. Challenge us to compare how much time you will save compared to your current way of working. Call 1300 596 365 or book a demonstration
0
Leave a Reply