exclusive offer for WealthCounsel Members
Bundle WealthCounsel + LEAP
LEAP provides WealthCounsel members with an all-in-one legal software solution that combines practice management and document automation—including WealthCounsel drafting, education, community, and support—in one system. Enhanced by award-winning legal AI, LEAP empowers estate planning firms to practice law more efficiently.
"Being an early adopter of LEAP with the WealthCounsel integration has been a fantastic experience for EWM Legal Services...It’s a game-changer for efficiency and value in our firm."
Revolutionize Practice Management & Drafting
Together, LEAP and WealthCounsel deliver a groundbreaking software solution for estate planning, elder law, and probate attorneys. With this integration, you can access all WealthCounsel drafting tools—including Wealth Docx®, Elder Docx™, Business Docx®, and Gun Docx®—directly in LEAP. Easily automate drafting while managing estate planning cases, contacts, and billing in a single, unified platform.
DecisionVault Integration
Streamline and automate estate planning intake with DecisionVault’s integration in LEAP.* Securely send customizable online forms and questionnaires to clients, enabling you to seamlessly gather, organize, and manage data. Matter and contact information syncs from DecisionVault to LEAP, supporting efficient case management and WealthCounsel drafting.
*Separate DecisionVault subscription required.
Increase Efficiency with Legal AI
LEAP's award-winning legal AI helps estate planning, elder law, and probate attorneys finish tasks faster than ever. With LEAP AI, you can:
Quickly analyze and summarize documents, notes, and matter data
Create documents such as estate plan summaries and flowcharts
Conduct legal research with AI-generated answers verified by experienced attorneys
Automate the drafting of emails, documents, and more
Reduce Manual Work & Be More Efficient
No more re-entering data and toggling between systems! Automate the drafting of estate planning, elder law, and probate documents, letters, and emails while managing cases in a single solution. Enter client information once and use it to auto-populate legal document templates, including for WealthCounsel. Drafted documents are automatically saved to LEAP, allowing you to securely share them with clients.
Easily Collect Online Payments
Get paid faster by collecting client payments online through a secure portal with credit card processing. LEAP also simplifies the payment process by:
Instantly generating payment footers on invoices, statements, and requests
Automatically producing detailed receipts
Protecting online payments with advanced fraud prevention and data encryption
Importing bank data for easy transaction reconciliation
exclusive offer for wealthcounsel members
Start Using LEAP + WealthCounsel Today
Ready to revolutionize your law firm’s practice management and document automation workflow, and reduce your firm’s software costs with a bundled LEAP + WealthCounsel subscription? Book a demo today!