Why More Law Firms Are Using LEAP and WealthCounsel Together

Estate planning attorneys provide important services to their clients, helping them with some of the most substantial matters in their lives and working to bring them peace of mind. Busy schedules, time-consuming document drafting and tedious administrative tasks can steal away their time each day that could be spent counseling clients.

To help reclaim valuable time, more and more law firms are taking advantage of the integration of WealthCounsel’s premier document drafting software embedded directly within the LEAP practice management system. This single, purpose-built solution for estate planners improves efficiency, streamlines operations, and empowers legal professionals to focus more of their time on providing exceptional service to their clients.

The powerful combination of LEAP + WealthCounsel enables estate planning firms to seamlessly manage their cases, client information, communications and billing, and automate the drafting of estate plans and other documents and forms, from within one cohesive platform. The integration eliminates re-keying of client information, helps ensure precision, consistency and efficiency in document preparation, saves significant time, minimizes errors, and enhances overall productivity. 

Whether drafting complex estate planning documents, filing conservatorship petitions, litigating probate matters, or handling day-to-day management tasks, LEAP + WealthCounsel provides integrated tools and resources to help legal professionals run an efficient practice and maximize their firm’s profitability.

A LEAP subscription includes integrated access to all WealthCounsel drafting products (Wealth Docx Complete, Elder Docx, Business Docx, Gun Docx). LEAP subscribers also receive other WealthCounsel membership benefits including education, community, and support.  Firms can unlock significant cost savings by switching from their current practice management software to the integrated LEAP+ WealthCounsel offering.

Streamline Document Drafting and Automation

Document automation is essential for estate planning law firms aiming to save time and deliver consistent, reliable results. Attorneys drafting a revocable or irrevocable living trust, wills, powers of attorney, or other ancillary documents can rely on WealthCounsel’s robust library for accurate, up-to-date templates. They can also leverage LEAP’s collection of thousands of additional automated legal forms and templates, covering various practice areas—including probate—which are customized for each jurisdiction. For example, LEAP can automate petitions for probate, notices, and inventory documents to significantly reduce drafting time. Firms also have the ability to upload and customize their own templates in LEAP to create a tailored system that meets their specific needs.

Client data is entered just once into LEAP, making it accessible for both WealthCounsel drafting and LEAP forms and templates. These documents can be automatically populated with client and matter details in LEAP, eliminating the need for duplicate data entry, saving time and reducing the chance for errors.

Leverage Award-Winning Legal AI

Firms can unlock new levels of productivity with LEAP’s cutting-edge legal AI. LEAP provides award-winning, secure AI tools designed to help attorneys complete complex, time-consuming tasks in a fraction of the time.

With LEAP’s powerful AI solutions, law firms can effortlessly create a summary of a client’s estate plan or flowchart the distribution of the estate using LEAP AI Prompts, analyze and summarize documents or matter information using Matter AI, streamline legal research with verified answers from experienced attorneys via LawY, automate the drafting of legal documents and correspondence with Generator, automatically track time spent on matter-related activities with AutoTime, and much more.

Improve Workflows for Better Practice Efficiency

LEAP + WealthCounsel creates a unified workflow for estate planning, elder law, probate, and conservatorship matters. With both systems working together, attorneys can eliminate the need to toggle between platforms to draft documents, manage case information, client communications, billing, or track deadlines.

For example, an attorney handling a probate matter can easily transition from gathering client intake information to drafting conservatorship petitions, generating inventory, income, expense, and appraisal forms, etc.—all while tracking deadlines, managing court filings, automatically logging billable hours, and generating invoices. Throughout the process, WealthCounsel remains accessible within the LEAP platform, enabling drafting without disrupting workflow.

Access Game-changing Integrations & Apps

LEAP offers an extensive suite of integrations for law firms, offering seamless access to many preferred tools and platforms while ensuring client data and documents remain secure within a single platform.

LEAP’s integration with DecisionVault* enables firms to automate their client intake processes,by creating fully customizable questionnaires that can be shared electronically with clients who can then enter/update their information via a secure portal, reducing the time the firm spends on manual data entry as well as the potential for errors.

LEAP’s integration with DeedNetwork** allows firms to order and record compliant deeds for any state or county – over 3,600 U.S. recording jurisdictions in total.

Microsoft 365* and Adobe* integrations allow users to draft, edit, and finalize documents within familiar environments. Accounting processes are streamlined with Intuit QuickBooks Online* and Xero* integrations, helping to enable accurate financial management. Additionally, productivity and accuracy are enhanced through integrations such as LawConnect for secure document sharing, InfoTrack for e-filing services**, and LawToolBox for managing legal deadlines.

Expand Into New Practice Areas 

LEAP also supports various other practice areas, including family law, real estate, personal injury, litigation, criminal, and commercial law. This flexibility enables firms to expand their business into new areas of law without the need for multiple software solutions.

A standout feature of LEAP is its library of pre-built matter types, tailored to different practice areas and jurisdictions. These templates allow firms to quickly create and manage new cases, capturing information specific to the matter type without starting files from scratch. With LEAP’s automated forms and jurisdiction-specific templates, firms can efficiently handle a broader range of cases, enhancing their ability to grow and scale their businesses.

Quickly and Safely Collect Online Payments 

LEAP enables clients to pay invoices online, conveniently and securely, using their credit cards, helping firms get paid faster. LEAP simplifies the payment process by automatically adding payment footers to invoices, statements, and trust payment requests while also generating receipts automatically. Financial management is seamless, with quick and easy bank data imports for transaction reconciliation with just a click.

Moreover, every transaction in LEAP is safeguarded by advanced fraud prevention measures and robust data encryption, helping ensure a secure and reliable payment experience for both law firms and clients.

Get Extensive Client Support and Resources

When it comes to client support, firms benefit from a cohesive model where the LEAP and WealthCounsel teams work closely together to deliver exceptional assistance. LEAP provides each firm with a dedicated Client Success Manager for personalized support while WealthCounsel grants full access to membership benefits, including extensive resources, training, and personalized assistance from dedicated member services and software support teams.

LEAP also offers an extensive Help Center, on-demand webinars, live training sessions, boot camps, and other resources designed specifically for legal professionals.

Maximize Your Firm’s Potential—Start Using WealthCounsel and LEAP Together, Today

By combining WealthCounsel with LEAP, estate planning, elder law, and probate attorneys gain a powerful, purpose-built, all-in-one solution designed to supercharge productivity. If you’re already a WealthCounsel member, now is the ideal time to upgrade your subscription and start leveraging the fully integrated LEAP + WealthCounsel solution.

Book a personalized demo today to see how LEAP + WealthCounsel will revolutionize your practice.

*Separate software licenses / subscriptions are required for third-party applications.  

**Transaction fees are applicable to these services.