Legal Webinars

Optimizing the Legal Software Features of LEAP.

Upcoming Sessions

Each month will feature a different webinar with topics ranging from new features of LEAP to using the LEAP Mobile App to creating efficient Accounting processes in your firm.

The Client Success Team is excited to bring you educational webinars to help you understand and utilize the full potential of LEAP.

Quick and Easy Billing in LEAP

Tuesday, September 19, 2017

12:30PM EDT

This webinar will cover the process to create invoices in LEAP, and take you through different firm settings to customize your invoices.

In this session, you will learn how to:

  • Enter different types of fees
  • Generate and read pre-billing guides
  • Create invoices
  • Alter or adjust invoices and the difference
  • Apply trust funds to new invoice
  • Edit your invoice layouts, notices, due dates
  • Add your billing logo to your statements and receipts

This webinar is suitable for all LEAP users who wish to learn to produce your invoices quickly and easily and customize them to your firm specifications.

Work on the Go? Learn to use LEAP Mobile

Wednesday, October 25, 2017

12:30PM EDT

The Client Success Team will show you how your mobile device can be your most important tool in increasing your efficiency and improving your client service. Learn how to dictate notes and emails directly into matters, access your LEAP database and record your time on calls and meetings.

In this session, you will learn how to:

  • Improve time recording and efficiency when out of the office using LEAP Mobile
  • Make telephone calls from LEAP mobile and record time for those calls
  • Send emails and documents to matter contacts using LEAP Mobile
  • Edit Word documents using LEAP Mobile
  • Effectively use the dictation function including creating file notes
  • Scan signed documents directly to LEAP
  • View current financial information about your matters

This webinar is suitable for LEAP users of all levels. Particularly useful for LEAP users working away from the office at Court, in meetings or just sitting on the beach.

Tips and Tricks in LEAP

Wednesday, November 15, 2017

12:30PM EDT

This webinar will cover a variety of topics to ensure that you and your staff are getting the most out of LEAP. We will cover many Frequently Asked Questions, including how to search for your documents based simply on the content of the document.

In this session, you will learn how to:

  • Set up Favorite Matter Types and edit Table Types
  • Drag and drop features – documents; into LEAP; time entries
  • Use LawConnect and the benefits of using LawConnect for your clients and your firm
  • Create auto text and auto complete text to eliminate the need for repetitive typing
  • Use the shortcut keys in LEAP
  • Create letters to go out to multiple entities in a matter
  • Create combined PDF for documents in multiple folders
  • Manage and use the history of versions of documents and templates
  • Search for documents – in matter, in whole data file, and Search for transactions

This webinar is suitable for LEAP users of all levels.

Previous Sessions

How to create and modify templates in LEAP

This webinar will cover a variety of topics to ensure that you are familiar with creating and organizing your Templates in LEAP.

Matter and Card Management

New and current LEAP users will get a refresher on effective Matter and Card Management in LEAP.

Office Accounting and Trust Accounting Basics

This webinar will allow new and current users to receive a refresher on office accounting and trust accounting in LEAP.