Legal Software Integrations - Workflow

Features
- - Case
    Management
  - Case Management
  - Manage and collaborate on matters in one secure and searchable location.
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- - Mobile
    Working
  - Mobile Working
  - Work on your matters effectively away from the office from any mobile device.
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- - Time, Accounting
    & Reporting
  - Time, Accounting & Reporting
  - Manage all aspects of client accounting, billing and reporting processes with ease.
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- - Automation &
    Content
  - Automation & Content
  - Save time with our fully automated and integrated legal forms and precedents.
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- - Serve your
    Clients
  - Serve your Clients
  - 24/7 client service with appointment scheduling, online payment portal and intake forms.
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Why LEAP
- - Why LEAP?
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BROCHURE

Automate the management of your matters

Workflow by ILAW is a powerful automation toolkit for LEAP. The seamless connection between LEAP and Workflow allows you to build intelligent matter specific workflows through the intuitive drag and drop interface to automate document production, order InfoTrack searches, create tasks and appointments, update critical dates, create notes and post financial transactions.

Each Work Item can automate the generation of LEAP documents, update critical dates, order searches or create tasks and appointments or post financial transactions.

Achieve differing outcomes by asking questions, and group Work Items together to simplify processes. Assign due days and default staff members to build a truly automated workflow for the matter, enabling you to manage them efficiently and delivering a consistent service to your clients.

Automate standard processes and streamline the way you work.

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Simple, effective workflows

The intuitive easy to use Workflow Builder takes the hard work out of building a standard way of working, allowing you to manage workload and case progress across all matters.

The seamless connection between LEAP and Workflow allows you to create matter specific workflows, enabling you to manage your matters efficiently and delivering a consistent service to your clients.

Efficient working

Proactively prompts staff to complete tasks in the correct order across all matters.

Oversee all tasks

Monitor what staff are working on, and easily reassign work as appropriate.

Standardisation

Ensure all matters are run in the same way, delivering consistency to your clients.

Exclusive integration with LEAP

Using Workflow you benefit from:

The intuitive easy to use Workflow Builder takes the hard work out of building a standard way of working.
Ensure all matters are standardised and run in the same way, delivering consistency to your clients.
Proactively prompts staff to complete tasks efficiently and in the correct order across all matters.
Predict your flow, easily manage workload and case progress across all matters.
Monitor what staff are working on, and easily reassign work as appropriate.