Coming soon, LEAP’s new Zapier integration will give your firm the flexibility to automate and customize workflows—no coding required. Connect LEAP with 6,000+ apps including HubSpot, Calendly, monday.com, Google Calendar, Slack, Evernote, and more to help your firm reduce manual work and operate more efficiently.
This integration will help you to:
Reduce duplicate data entry between apps
Create matters automatically from marketing and customer management platforms, web forms, and lead-capture tools
Automate billing event creation and task triggers
Improve client communications and response times
LEAP and Zapier can help your firm automate workflows, reduce administrative load, and operate more efficiently.
Here’s an example of how LEAP and Zapier can increase efficiency:
A new client fills out the intake form that you’ve sent them
A new matter is automatically created in LEAP
Onboarding is triggered via a Microsoft Teams notification
The client receives an automated welcome email
All this happens in an instant, so you can focus on what is most important.
Manage your estate planning and probate practice, matters and contacts, and legal drafting, all within LEAP.
Edit, view, and share documents securely with staff members, clients, and third parties at no additional cost.
Use your existing Microsoft programs to improve productivity and easily collaborate across teams, devices, and platforms.
Send back office accounting transactions automatically from LEAP to Xero to provide an audit trail of every transaction.
Export journals securely from LEAP to QuickBooks Online for accurate and up-to-date financial records.
Sign, file, and serve court documents directly from LEAP while automatically capturing all expenses.