White paper

WHITE PAPER

Reducing hidden risk: The role of technology in private client services

The legal profession is facing mounting pressure to strengthen its approach to compliance, competence, and risk management. As claims related to probate and estate administration continue to rise, firms that fail to address these areas leave themselves increasingly vulnerable. In this evolving landscape, robust processes, ongoing team development, and trusted technology partnerships are no longer optional — they are essential.

This white paper explores how forward-thinking firms can respond, highlighting the critical role of technology in mitigating hidden risks, improving due diligence, and supporting sustainable, compliant practice in private client services.

Please complete the form to download the white paper.

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Manage your matters from any device

  • Access matter details including all matter correspondence

  • Send emails and forward documents

  • View critical dates, tasks and calendar entries

  • Find contact details for all parties on any matter

  • View location details for your appointments with integrated maps

  • View staff contact information

  • Create, edit and view time entries on any matter

  • Make timed calls directly from the matter

Find out more

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