Transform your private client practice
LEAP Estates is a powerful all-in-one solution that enhances firm's private client work while improving daily operations, saves time and increases productivity.
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Save time and increase efficiency
Increased efficiency: AI handles repetitive tasks quickly and accurately, reducing time and cost.
Enhanced decision-making: Estate planners can draw on data and trends to make more informed decisions.
Improved client service: With time saved offer a more effective service.
Higher value work: By offloading routine tasks engage in more complex work.
Revenue optimisation: Streamlined processes can lead to better financial outcomes and increased profit.
Enhance your firm's productivity
Estate Administration
The Estate Administration feature delivers a simple, easy-to-use interface for practitioners of private client work to complete inheritance tax calculations and estate accounts with ease.
Document Production
LEAP Estates' specialist platform includes a comprehensive library of legal content that enables your practice to produce estate planning, probate and lifetime planning documentation quickly and consistently.
Matter Management
LEAP Estates includes matters built specifically to make the Estates process as streamlined as possible.
Improve collaboration within your team and eliminate duplication of efforts by having one fully searchable matter file.
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“It saves time. It really saves time." - Acer Prime Law
LEAP Estates is committed to providing world-class practice management software. We put innovation at the heart of what we do so that our clients continue to receive the best possible experience.
We are proud to deliver leading technology that is attuned to the ever-changing needs of law firms.
Please fill in the form and we will contact you shortly to book a demonstration.
A single, secure and searchable matter
Improve collaboration and accuracy of work by accessing one, fully searchable, electronic matter file with all data, documents and emails hosted within that matter.
Estate accounts and inheritance tax automation
The Estate Administration app delivers a simple, easy-to-use interface for practitioners of private client work to complete inheritance tax calculations and estate accounts.
Intuitive will building software
Through its integration partner WillSuite, lawyers, will drafters and estate planners are able to create legal documents simply, easily and with confidence.
Advanced digital service capabilities
Due to the convenience it offers both client and lawyer, firms are quickly moving to handling their private client matters electronically through powerful productivity tools.
Unlock the potential of AI
LEAP Estates employ a dedicated team of specialist developers who present innovative AI solutions to automate routine tasks, simplify document management and enhance decision-making.
Document register
LEAP Estates' Document register provides the perfect tool for managing your wills, deeds and LPA's. Features include comprehensive searching, linking to your matter file, document uploads and full document retrieval management.
LEAP Mobile
The LEAP Mobile app supports working on the go. Synchronising in real-time, access key information, scan and share documents, send emails, time record and more when out of the office.
Automated legal forms and precedents
By automating the completion of legal forms and precedents LEAP Estates saves valuable time. You can customise templates, upload your firm's own documents and add automated fields.
Integrated email
LEAP Estates fully integrates with Microsoft Outlook to provide an intuitive workflow that saves time. You can save all relevant emails and attachments directly to the matter.
Office and client accounting
LEAP Estates includes a comprehensive client and office accounting package to take the stress out of accounting and ensure compliance.
Secure cloud infrastructure
LEAP Estates securely stores and backs up your client data. Hosted on AWS servers in Dublin, monitored 24/7, and using military-grade encryption, the same data security as the major banks.
World-leading integrations
Integrating seamlessly with other leading specialist software solutions. LEAP Estates provides everything you need to run your private client practice.
Accreditations
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