LEAP Legal Software Provider User Guide
- June 15, 2024
- LEAP
Table of Contents
LEAP Legal Software Provider User Guide
Matter Creation & Management
Why is matter creation & management important? From the minute your firm takes on a new client, you need to ensure that data, documents, correspondence, due dates, and tasks related to the matter remain organized, up-to-date, and accessible for attorneys and support staff to access. Cloud software can automate matter creation and management to reduce the time spent on manual matter creation and increase the time spent on serving clients.
Form, Template & Document Automation
What are the benefits of form, template, and document automation? Filling out documents and forms takes lawyers and their support staff several hours a week. Form, document, and template automation enables legal professionals to save significant time that can be used to complete billable tasks and take on new clients and reduces the potential for errors and malpractice due to mistakes during repetitive data entry.
Time Tracking
Why is time tracking important? Law firms often miss out on thousands of dollars in revenue because they do not have a tool for instant time tracking that accurately captures time spent on billable tasks. When attorneys must remember how much time they spent on tasks a few days ago, clients receive inaccurate invoices, and law firms feel the impact on their bottom line.
Integrated Email & Correspondence
Why is integrated email and correspondence important? Centralized email and correspondence improve the firm’s organization by allowing attorneys to access the most up-to-date information. It also reduces the work required by the IT team to ensure that security and compliance requirements are met when the software offers additional security and encryption features.
Billing & Invoicing
Why do law firms need to have strong accounting practices? Frequent and accurate billing is essential to ensure your firm can sustain a profitable business. Native accounting features and/ or integrations with leading accounting software are crucial to generate accurate invoices that capture all billable time and maintain compliance that funds are being used correctly.
Accessibility
Why is accessibility important? Attorneys and firm staff need to ensure that they can update matters, upload files and documents, and collaborate with internal staff, clients, and third-party vendors regardless if they are in the office, at court, or on the go. Cloud software solutions improve productivity by providing law firm staff members access to data from anywhere, at any time.
Onboarding Process
How does seamless onboarding impact your firm? The onboarding process sets the tone for how successful software will be for your firm. The time and resources required for data transitions, training, and initial employee adoption can hinder how much downtime your firm experiences and overall employee satisfaction with the solution.
Ongoing Support
Why is ongoing support important? Whether current employees need a refresh, you bring on new staff members, or new features are released, ongoing support is necessary to get the most out of a legal software solution. In addition, continued support ensures that a software provider is equally invested in your firm’s long-lasting success.
Security
Why is security important? Security should be your firm’s #1 priority when considering new software. The data your firm handles contains sensitive information about your clients and needs to be handled securely to meet current compliance standards. Data breaches can lead to noncompliance, dissatisfied clients, and jeopardize your ability to practice.
We hope you have found this resource useful. However, if you have yet to find a company that meets these requirements, contact LEAP Legal Software for more information.
leap.us | 844-702-LEAP