Are you using one software system for accounting and another for your document management? If so, your law firm is not optimizing its work. Using separate products to run your firm is a catalyst for inefficiency. You’ll enjoy law more when you use one system for both your accounting and case management.
Keep up-to-date with one central location to view all your matters and check their status. You’ll be able to see which matters are coming up for closing, and which matters are inactive. You can record against the file where your matters come from, whether they are acquired from email campaigns, billboards, newspaper advertisements, or another source.
For each of your real estate matter types, we’ve created specific input screens. These input screens act as checklists for information required from your real estate matters. The checklist enables you to capture information relating to the matter and generate documents with up-to-date forms and templates in seconds.
You'll have quick access to complex forms such as the Closing Disclosure Form (CDF).Information from a specific matter can be auto-populated into these forms. This allows you to generate forms quickly, without the risk of human error. Real estate closing forms available within LEAP include deed, mortgage, certificate of occupancy, closing statement, HUD Form 1, and assumption statement.
With the ability to automate your CDF, you will not have to pay for third party resources nor will you have to assign your internal staff the time-consuming task of manually entering information. You’ll be able to save money and upskill your staff. By allowing your employees to take on higher level roles, you can empower your firm and enhance your business development.
You'll have all the legal forms needed to conduct real estate related matters at your fingertips. Every form has been automated to work with the data recorded in the matter type input screens. You enter the information in once, and it’s used throughout the life of the matter – for letters, forms, time recording, and more. Your checks are even automated for you, so you don’t have to separately create new ones. Never manually re-enter the same information more than once again.