Matter management
Centralised matter information updated in real-time.
A single, secure and searchable matter
Improve collaboration within your team and eliminate duplication of efforts by having one fully searchable matter file. Each electronic matter hosts all data, documents and emails important to that file.
Matter Types
LEAP Estates includes matters built specifically to make the Estates process as streamlined as possible. Matter Types include:
Probate - Letters of Administration, Probate and Variation.
Estate Planning - Tax, Trusts, Wills and Wills & Lasting Power of Attorney.
Lifetime Planning - Court of Protection, Deputyship and Lasting Powers of Attorney.
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Document management and client collaboration
LEAP Estates makes it easy to share and collaborate on documents, such as draft wills and LPAs, with your clients.
LEAP Estates offers version control, tracking and the option to revoke access to documents.
Large files that exceed email limits are easily shared, with the peace of mind that the documents are safely stored on Amazon Web Services.
Key benefits
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"Provides an agile workforce, growth and improved customer service"
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Feature tour
Find out more
Book your obligation-free demonstration online today to find out what LEAP Estates can do for your firm.