Introducing LEAP CRM
Give every client an experience they deserve, with support you can rely on.
Capture and track every enquiry from first contact to retained matter, right where you already manage your matters.
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One system to manage, grow and shape the practice you want
See how LEAP CRM captures every enquiry, converts it to a matter in one click and shows you where new work is really coming from - all inside LEAP, at no extra cost.
Capture every enquiry the moment it arrives, by phone, email, web form or LawConnect. Run the conflict check on the spot, then turn the enquiry into a matter in one click.
Know how many enquiries came in, how many became clients, who sent them, and where you lose people. Ask Firm Pilot for the report you need and it lands in the right inboxes every week.
Firm Pilot helps you keep enquiries moving, using instructions you give in plain English. Tailor the experience at a client, practice area or firm level, without overwhelming your team as you grow.
"I have already increased my conversion rates and I can see how my revenue will be increasing from this."
Manage all your enquiries in one place
Capture every enquiry in LEAP the moment it arrives. Nobody retypes a thing.
Enquiries reach your firm by phone, email, web form, walk-in and LawConnect, then end up scattered across inboxes and notepads. LEAP CRM keeps them all in one list, with a record of every call and email. Email and web enquiries are logged for you. Phone calls go into a screen you can use while the caller is still talking.
Stop typing enquiries in; email and web forms log them for you
See LawConnect enquiries in the same list as everything else
Note who the caller asked for and keep the conflict details on file, without opening a matter
Turn an enquiry into a matter in one click, with contacts, notes and documents attached
Grow your practice with oversight on the metrics that matter
Know how many enquiries came in, how many became clients, who sent them, and where you lose people.
Most firms cannot answer three questions about their own practice: how many enquiries came in, how many became clients, and how they found you. LEAP CRM answers this and more, with access to key LEAP information like billing that other CRMs do not have.
See how many enquiries became clients, by practice area and by where they came from
Find the point where enquiries go quiet, and set a reminder so it stops happening
Ask Firm Pilot for the report you need, and it lands in the right inboxes every Monday morning
Design and scale the client experience you want
Let Firm Pilot do the typing and keep enquiries moving, on instructions you give in plain English.
Following up enquiries falls to whoever remembers: entering contact details, chasing costs agreements, calling back the person who went quiet. Firm Pilot takes that on. Paste in your notes and it creates the contact, then keeps enquiries moving on standing instructions, in plain English, that you can change or add to at any time.
Give Firm Pilot your notes, an email or a sentence; it creates the contact, the reminder or the report
Set standing instructions once, like "remind me if a costs agreement is unsigned after three days"
Tailor the experience at a client, practice area or firm level, without adding to your team's workload
Get started in hours, not months
Other CRMs start empty and ask you to spend months loading contacts and training staff. LEAP CRM is part of LEAP. Nothing to load, nothing to keep in sync, no second login. It already knows who you've acted for, who you've acted against, and who sends you work, so it's useful on the first day.
Skip the set-up project. Every client and matter you've ever had is there the first time you open it.
Create a contact once. The same person sits on the enquiry and on the matter.
Run proper conflict checks from day one, against your whole history rather than a list started last week.
Work in the system you already know. No new program, no new login.
Run your matters exactly as you do now. The enquiry work happens before the file reaches you.
Already included with LEAP and ready when you are.
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Ready to get started?
If you’re a current client, LEAP CRM is already available and ready to go at no extra cost. To get started, select the LEAP CRM tab at the top of your LEAP Matter List. Open LEAP now.
If you’re new to LEAP, book in a time to speak to one of our LEAP CRM product experts.