Optimize Lead Management and Client Intake
Lawmatics’ integration with LEAP helps you transition seamlessly from lead nurturing and client intake to matter creation and beyond.
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Optimize Lead Management and Client Intake
The LEAP and Lawmatics integration helps your firm move smoothly from lead nurturing and intake to matter creation and case management. Use Lawmatics to manage your firm’s marketing, lead generation, and intake. Once a prospect becomes a client, instantly transfer relevant data into LEAP for case management, document automation, billing, and more.
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Open New Matters with Ease
Easily sync client details, documents, notes, and mapped fields from Lawmatics directly into LEAP to create a new matter when a prospect becomes a client. Firms can set up an automation in Lawmatics that triggers matter creation in LEAP or initiate it manually. Updates made to client records in Lawmatics after the matter has been created can be synced to LEAP with a single click.
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Save Time & Keep Client Records Aligned
The LEAP and Lawmatics integration helps law firms maintain accurate, consistent client records across systems, enabling staff to work from a reliable source of truth. By minimizing manual duplicate data entry between systems, your firm can save time on administrative tasks, reduce the risk of errors, and work more confidently.
Additional LEAP Integrations & Apps
Manage your estate planning and probate practice, matters and contacts, and legal drafting, all within LEAP.
Edit, view, and share documents securely with staff members, clients, and third parties at no additional cost.
Use your existing Microsoft programs to improve productivity and easily collaborate across teams, devices, and platforms.
Send back office accounting transactions automatically from LEAP to Xero to provide an audit trail of every transaction.
Export journals securely from LEAP to QuickBooks Online for accurate and up-to-date financial records.
Sign, file, and serve court documents directly from LEAP while automatically capturing all expenses.