Seamlessly integrated with LEAP, allowing you to automate tasks, track progress in real time, and streamline matter management to improve efficiency and compliance.
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Workflow prompts staff to complete tasks in the correct order across all matters.
Monitor what staff are working on and easily reassign tasks as appropriate.
Ensure all matters are run in the same way, delivering consistency and meeting compliance.
Automate standard processes and streamline the way you work.
Automated workflows in LEAP guide your team step-by-step, ensuring every matter is completed accurately and on time for your clients.
Create workflows that reflect the way your firm works, giving staff clear instructions while meeting compliance and client expectations.
Standardised workflows reduce errors and delays, helping your firm provide a reliable, professional experience across every matter.
Integration between LEAP and Workflow allow you to automate standard processes within your firm and streamline the way you work.
Build intelligent matter specific workflows through the intuitive drag and drop interface.
Automate document production, order InfoTrack searches, create tasks and appointments, update critical dates, create notes and post financial transactions.
Group tasks together to simplify processes.
Easily manage workload and progress across all matters.
Monitor what staff are working on and reassign tasks as required.
Ensure all matters are run to a consistently high standard.