Workflow - Automate, standardise and regulate legal processes
Automate, standardise and regulate legal processes
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Automate the management of your matters
LEAP's workflow toolkit 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.
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.
LEAP's Workflow toolkit allows you to create matter specific workflows, enabling you to manage your matters efficiently and delivering a consistent service to your clients.
Benefits of LEAP's Workflow toolkit
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.
Automate standard processes and streamline the way you work
Tell us a little about yourself and we'll connect you with someone from our team who can share more about LEAP's Workflow toolkit and answer any questions you may have.
LEAP integrations and apps
Legal guides and precedents
Access matter plans, practical commentaries, drafted precedents and more directly from your matter.
Financial services made easy
A swift and secure way for law firms to get paid, improve back office efficiencies, cash flow and generate cost savings.
Create e-bundles in minutes
Reduce the labour intensive, time consuming and resource-heavy task of preparing an effective trial bundle.
New business management
Enjoy conveyancing efficiency from quote to settlement. Create a matter in LEAP from an instructed quote in Perfect Portal with ease.
Collaborate with clients online
Provide your clients secure, easy access to legal documents, online payment options and legal services online.
Efficiency outside the office
Practice at home, off-site at a meeting, in court or even on the train - just as though you were working from your office network.
Leading cloud accounting software
Matter accounting and SRA compliance needs are met by LEAP, for the nominal ledger, LEAP integrates elegantly with Xero.
Archive management solution
Archive and manage closed matter files digitally with FileMan, saving time, space and effort.
End-to-end digital conveyancing
From client onboarding and running searches to post-completion and e-signature services, digitalise the entire conveyancing process.
Improve business performance
Automate new business enquiries, fine tune marketing, optimise customer experience and understand your firm’s health at a glance.
E-bundling solution
Our integration with Zylpha utilises your LEAP matter data, helping to automate much of the process when creating your trial bundle.
Your firm's AI legal assistant
Access AI generated responses to your legal questions, verified by qualified solicitors across the UK.