Streamline client on-boarding
Gather all the information you need to start the on-boarding process when your clients provide their details via a simple online form. These Intake forms give you a convenient and user-friendly way to accurately collect your clients’ information.
Clients can provide their details directly through your Web Portal, giving you more time to have meaningful conversations with clients during scheduled appointments, and spend less time tending to formalities. Once completed, their information can be easily imported into LEAP as a matter, allowing you to get to work faster.