Boost Efficiency For Your Estate Planning Practice

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."

James A. Carolan, Esq. | WealthCounsel Member | EWM Legal Services

"LEAP is transforming how we manage our cases—it's so much easier now to keep everything organized and capture email communications. The document automation features are amazing and have seriously boosted our drafting productivity."

Landon Sandberg, Esq. | WealthCounsel Member | Sandberg, Stettler, & White

"LEAP is transforming how we manage our cases—it's so much easier now to keep everything organized and capture email communications. The document automation features are amazing and have seriously boosted our drafting productivity."

Landon Sandberg, Esq. | WealthCounsel Member | Sandberg, Stettler, & White

Revolutionize Practice Management & Drafting

LEAP and WealthCounsel have joined forces to deliver a groundbreaking software solution for estate planning, elder law, and probate attorneys. With this integration, you can seamlessly access all WealthCounsel drafting tools—including Wealth Docx®, Elder Docx™, Business Docx®, and Gun Docx®—directly from within LEAP. Automate your drafting while efficiently managing estate planning cases, contacts, and billing in a single, unified platform.

DecisionVault Integration

Streamline and automate your estate planning intake process with DecisionVault’s integration with LEAP.* With DecisionVault’s customizable questionnaires, you can send forms to clients for completion and easily gather, organize, and manage essential client data. Matter and contact information is seamlessly synced from DecisionVault to LEAP, supporting efficient case management and drafting.

*Requires separate DecisionVault subscription.

Increase Efficiency with Legal AI

LEAP's award-winning, secure legal AI tools enable estate planning, elder law, and probate attorneys to complete complex and time-consuming tasks in a fraction of the time.

Easily analyze and summarize documents or matter information
Create useful client 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

Automate the drafting of estate planning, elder law, and probate documents, letters, and emails while managing your cases in a single solution. Enter client information once into LEAP and pre-populate relevant legal document templates and WealthCounsel templates. Drafted documents are automatically saved to LEAP, allowing you to securely share them with clients for feedback. Say goodbye to re-entering information and toggling between systems!

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 trust payment requests
Automatically producing detailed receipts
Protecting online payments with advanced fraud prevention and data encryption
Importing bank data for quick and 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!