Practice management software for wills and lifetime planning
LEAP delivers market leading practice management software, providing everything you need to conduct a matter.
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Help your clients to plan for their future
Having seen a significant rise in those preparing for later life, including younger people and those in diverse family units, wanting peace of mind that they and their loved ones are suitably protected.
LEAP provides an array of tools that ensure your clients are well-prepared for the years ahead. Whether advising on wills, lasting power of attorney, trusts or tax, it’s never too early to help your clients plan for the future.
Pre-configured matter types
Our wills and lifetime planning matter types provide all fields necessary to capture pertinent information. This information is used to generate documents and optimise other key features of LEAP using the pre-filled client and matter information.
Matter types include:
Estate Planning - Tax, Trusts, Wills and Wills & Lasting Power of Attorney
Lifetime Planning - Court of Protection, Deputyship and Lasting Powers of Attorney
Automated legal forms and precedents
Access a library of over 6,000 up-to-date and fully automated legal forms and precedents across all common areas of law, essential to help your client plan for their future.
Specific to wills and lifetime planning, key forms within LEAP include:
Court of Protection Application form (COP1)
Lasting Power of Attorney (form LP1F and LP1H)
Register your Lasting Power of Attorney (form LP2)
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Will creation
Putting automation at the heart of the will building process, access templates and precedents that data can merge to from within your electronic matter.
Benefit from the integrated clause library available to you in LEAP via our partners, By Lawyers, to select and include additional clauses.
LEAP simplifies and speeds up the process of drafting professional legally sound wills.
Market-leading Will and LPA builder
Seamless integration with WillSuite allows solicitors, will writers and estate planners to draft legal documents easily using plain English. Their panel of TEP-qualified lawyers ensures content and clauses are kept up-to-date, keeping the product at the cutting edge of the industry.
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Is your private client software solution fit for purpose?
Technology has changed the way in which legal professionals practise law. One area of law that's been overlooked until now is private client work.
However, thanks to a shift in client expectations, fuelled by an ever-diverse client base with increasingly complex requirements, firms practising private client law need to re-think their approach.
Download our white paper 'Is your private client software solution fit for purpose?' to find out more.
Frequently asked questions
Book a demonstration
Make more money from lifetime planning
LEAP occupies a unique position in the legal software market as it includes traditional practice management and legal accounting attributes, document assembly and management, as well as many of the traditional legal publishing assets all in one solution.
Case management
Mobile capabilities
Time recording
Integrated accounting
Reporting
Automated content
Secure document sharing
Self-serve client portal
Designed for the common areas of law
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Conveyancing
Access everything you need to complete a conveyancing transaction. Features include integrated searching, automated completion statements and legal accounting.
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Corporate & Commercial
Delivering cutting-edge practice management software for corporate and commercial lawyers, providing everything you need to conduct a matter.
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Criminal
Providing everything you need for both private and legal aid work. Features include automated forms and precedents, Legal Aid Agency integration, trial e-bundling and a mobile app.
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Employment
Streamline the progression of your employment matters. Features include fully automated forms and precedents, integrated accounting and accurate cost budgeting.
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Estates and probate
Manage high volumes of work and better serve your clients. Features include electronic client onboarding, simplified IHT forms and easy-to-complete Estate Accounts.
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Family
Carry out private and publicly funded work when practising family law. Unique features include legal aid app, self-serve financial statement app and e-bundling.
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Immigration
Streamline the practise of immigration. Features include automated forms and precedents, legal aid app, e-bundling, online onboarding and the LEAP Mobile app.
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Specialist litigation
Automate the processing of litigation matters. Features include automated legal forms and precedents, costs budgeting and electronic bill of costs apps, e-bundling and more.
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Personal injury
Access powerful tools that help conduct personal injury matters. Features include the Claims Portal integration, automated forms and precedents and e-bundling.