exclusive offer for WealthCounsel Members
Bundle WealthCounsel + LEAP
LEAP offers WealthCounsel members an all-in-one legal software solution that combines practice management and document automation into one system that seamlessly integrates with WealthCounsel. Enhanced by award-winning legal AI, LEAP helps estate planning firms 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
LEAP and WealthCounsel have joined forces to create a groundbreaking software integration for estate planning, elder law, and probate attorneys. Access all WealthCounsel drafting solutions in LEAP, including Wealth Docx®, Elder Docx®, Business Docx®, and Gun Docx® to automate your drafting while managing your estate planning matters, contacts, and billing in one solution.
DecisionVault Integration
Streamline and automate your estate planning intake process with DecisionVault’s integration with LEAP. DecisionVault’s customizable questionnaires can be sent to your client to complete, enabling you to gather, organize, and manage key client data effortlessly. Matters and contact information are seamlessly synched from DecisionVault to LEAP for case management and WealthCounsel drafting.
Increase Efficiency with Legal AI
LEAP has developed award-winning, secure legal AI tools that enable estate planning, probate, and elder law attorneys to perform complex and tedious tasks in a fraction of the time. With LEAP AI, you can:
Effortlessly analyze and summarize matter information.
Conduct legal research with AI answers verified by experienced attorneys.
Automate the drafting of emails, documents, and more.
Reduce Manual Work & Be More Efficient
Automate all your estate planning, elder law, and probate documents and cases in one solution with LEAP. Enter matter details once into LEAP and pre-populate your legal documents with critical client and case details, reducing manual work. Documents drafted in WealthCounsel are saved to LEAP and can be securely shared for client feedback. This eliminates the need to rekey information and toggle between systems.
Easily Collect Online Payments
Enable clients to pay their invoices online via a secure payment portal using their credit card.
Generate a payment footer on all invoices, statements, and trust payment requests.
Produce receipts automatically in LEAP.
Secure every online payment with fraud protection and data encryption.
Import your bank data automatically to reconcile your bank transactions at the touch of a button.
exclusive offer for wealthcounsel members
Bundle WealthCounsel + LEAP
Take advantage of our special offer to bundle WealthCounsel and LEAP into one subscription and revolutionize your law firm practice management and document automation today!