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 enables you to create intelligent, matter-specific workflows using a drag-and-drop interface.
Automate document production, InfoTrack searches, tasks, appointments, critical dates, notes, and financial transactions.
Group Work Items, ask questions to guide outcomes, assign due dates, and default staff members to streamline processes, ensuring efficient matter management and consistent service delivery.
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
LawConnect Lead Generation
Connecting you with potential clients through the LawConnect consumer platform and LEAP Leads.
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.
New business management
Enjoy conveyancing efficiency from quote to settlement. Create a matter in LEAP from an instructed quote in Perfect Portal with ease.
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.
Streamline will writing
Allow solicitors, will writers and estate planning professionals to draft legal documents with ease using plain English.
End-to-end digital conveyancing
From client onboarding and running searches to post-completion and e-signature services, digitalise the entire conveyancing process.
Streamline estate due diligence
Comprehensive heir tracing and estate due diligence to support thorough investigations, manage risk, and ensure compliance.
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Accounting & bookkeeping
The leading cloud accounting software seamlessly integrates with LEAP providing access to legal and office accounting anywhere, any time.
Personalised law firm reporting
LEAP has the only Microsoft-certified connector for Power BI. Providing a business analytics solution for customised law firm reporting.
Create e-bundles in minutes
Contemporary and customisable trial bundles allowing you to create with ease.
Data management solution
Securely store and manage closed matter files with File Republic, with 24/7 digital access.
Your firm's AI legal assistant
Access AI generated responses to your legal questions, verified by qualified solicitors across the UK.
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.
Automate processes
Build intelligent workflows to automate document production, order searches, create tasks, update critical dates and more.