Specialist software for your private client practice

An end-to-end digital solution.

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Specialist software

LEAP Estates occupies a unique position in the legal software market, providing specialist software for probate solicitors and estate planners.

With powerful features and functionality, the innovative solution provides everything you need to manage your client’s wills, LPAs and estates efficiently, including case management, accounting, document assembly and management, will building and legal publishing assets in one integrated cloud solution.

LEAP and WillSuite launch new end-to-end digital solution for estate planning and management

LEAP, the global provider of legal practice management software, and WillSuite, the estate planning innovator, have joined forces to launch LEAP Estates, an end-to-end digital solution for estate management, probate and lifetime planning professionals.

Simplified Estates management

From the moment a matter is opened, all the features, functionality, legal content and productivity tools required are readily available.

LEAP Estates Pre-configured Matter Types provide all fields necessary to capture pertinent information. This information is then used to generate documents and deliver efficiencies with pre-filled client and matter information.

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Up-to-date automated forms and precedents

LEAP Estates combines world-leading technology with a comprehensive library of content, enabling your practice to produce estates, probate and lifetime planning documentation quickly and consistently.

Delivering efficiencies, up-to-date legal forms and precedents automatically populate with matter data at the click of a button merging information held electronically within LEAP Estates.

Download our LEAP Estates brochure

Learn about  LEAP Estates, the specialist practice management software for managing estates, probate and lifetime planning matters. Automate everyday tasks, allowing you to run a more efficient and effective practice.

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Powerful productivity tools

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Keep on top of critical dates and tasks

Manage your diary and tasks easily with the Outlook integration.

Attach a pre-set list of tasks and relevant precedents to your matter templates, and easily complete both the task and precedent directly from Outlook when due.

Benefit from powerful integrations

InfoTrack

Access everything you need to digitally onboard your clients with the Verification of Identify (VOI) solution being a crucial piece of the due diligence process. Bankruptcy searches can be automated and all costs incurred via InfoTrack are added as a cost recovery in your LEAP Estates matter.

LawConnect

LawConnect gives your clients secure, easy access to legal services, legal documents and payment options online. This easy to use client facing portal lets your client connect and collaborate with their lawyer from any device whether accessing, sharing or signing documents, booking appointments or paying bills.

Integrated accounting

Xero is an online accounting solution designed for small businesses. Using the combination of LEAP Estates and Xero, you will be able to perform all your legal billing, client accounting and time recording online.

Bell Lamb & Joynson testimonial
"Provides an agile workforce, growth and improved customer service"
Bell Lamb and Joynson Solicitors

Is your private client software solution fit for purpose?

Lawyers are experiencing a shift in client expectations, fuelled by a digitally savvy, ever-diverse client base with increasingly complex requirements. Law firms must re-think their approach to using technology.

Find out more

Book your obligation-free demonstration online today to find out what LEAP Estates can do for your firm.