Workflow - Automate, standardise and regulate legal processes
Automate, standardise and regulate legal processes
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Automate the management of your matters
Workflow is a powerful automation tool which allows you to build intelligent matter-specific workflows using an intuitive drag-and-drop user interface.
Automate processes such as generating LEAP documents, updating critical dates, creating tasks and appointments or posting financial transactions.
Simple, effective workflows
The 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.
The seamless integration between LEAP and Workflow enables you to manage your matters more efficiently and deliver a consistent service to your clients.
Benefits of the Workflow integration
Proactively prompts staff to complete tasks in the correct order across all matters.
Ensure all matters are run in the same way, delivering consistency to your clients.
Monitor what staff are working on and easily reassign work as appropriate.
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 Workflow and answer any questions you have.
LEAP Integrations & Apps
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.
Our integration with Zylpha utilises your LEAP matter data, helping to automate much of the process when creating your trial bundle.
Access AI generated responses to your legal questions, verified by qualified solicitors across Ireland.
Share documents with your clients securely, provide convenient access, e-signature capabilities and legal services online.
The seamless integration with WillSuite allows solicitors, will writers and estate planning professionals to draft legal documents easily.
Matter accounting and compliance needs are met by LEAP, for the nominal ledger, LEAP integrates elegantly with Xero.
Reduce the labour intensive, time consuming and resource-heavy task of preparing an effective trial bundle.
Automate new business enquiries, fine tune marketing, optimise customer experience and understand your firm’s health at a glance.