LEAP CRM release date to be announced soon.
NEW FEATURE - COMING SOON
Revolutionise how your firm captures, manages and converts enquiries - with complete visibility from first contact to retained matter.
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With powerful referral intelligence, seamless LEAP integration, and real-time revenue insights - our CRM helps you maximise every relationship and drive measurable growth.
LEAP CRM completes your LEAP solution, connecting everything from first contact to final matter.
With a clear pipeline view, full event and interaction logs, built-in conflict checking, and flexible data entry, you can manage opportunities efficiently as information comes in. You can also track requested lawyers and retain conflict details without needing to create a matter.
Link enquiries to referrers at any stage, monitor the value of each referral partner, and identify client opportunities to return work or re-engage key contacts. With powerful dashboard insights, you can spot trends and maximise the return on investment from your referral relationships.
Enquiries can be converted to matters in just a few clicks, with all contacts, notes, documents and required data automatically synced to LEAP. Ongoing synchronisation of matter status, billing and contacts ensures accurate reporting, while you continue working in LEAP as usual.
Firm Pilot lets you capture enquiries, create opportunities, retrieve client details and add notes simply by asking - whether you’re at your desk or on the move. From phone calls, to train rides, to courtrooms - Firm Pilot keeps everything at your fingertips through a simple, conversational experience.
Running a law firm takes more than legal expertise. LEAP CRM helps you manage the business side of things - managing your clients, processes, growth, and referrals.
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Firm Pilot is the teammate and operational expert who always knows what’s happening in your firm - and always has time to help.
Taking calls on the move? Capture new enquiries or jot down notes via text.
Need a report for your next partner meeting? Firm Pilot can generate custom on-screen graphs or export-ready spreadsheets, even on a scheduled basis.
Had a busy week in court? Simply ask for a summary of what you missed.
Whether you’re at your desk, on the phone, travelling to court, or between meetings, Firm Pilot keeps everything you need within reach through a natural, conversational experience.
Discover how LEAP CRM transforms law firm business development with a powerful opportunities board, complete contact management, and real-time business insights.
In this showcase, see how firms can track inquiries through every stage, monitor conversion rates and referral performance, and uncover growth opportunities with clear, data-driven visibility.