Workflow - Automate, standardise and regulate legal processes
Automate, standardise and regulate legal processes
:quality(100))
Automate the management of your matters
Workflow is a powerful automation tool which allows you to build intelligent matter-specific workflows using an intuitive drag-and-drop user interface.
Automate processes such as generating LEAP documents, updating critical dates, creating tasks and appointments or posting financial transactions.
Simple, effective workflows
The easy-to-use Workflow Builder takes the hard work out of building a standard way of working, allowing you to manage workload and case progress across all matters.
The seamless integration between LEAP and Workflow enables you to manage your matters more efficiently and deliver a consistent service to your clients.
Benefits of the Workflow integration
Efficient working
Proactively prompts staff to complete tasks in the correct order across all matters.
Standardisation
Ensure all matters are run in the same way, delivering consistency to your clients.
Oversee all tasks
Monitor what staff are working on and easily reassign work as appropriate.
Automate standard processes and streamline the way you work
Tell us a little about yourself and we'll connect you with someone from our team who can share more about Workflow and answer any questions you have.
LEAP Integrations & Apps
Create e-bundles in minutes
Reduce the labour intensive, time consuming and resource-heavy task of preparing an effective trial bundle.
Collaborate with clients online
Share documents with your clients securely, provide convenient access, e-signature capabilities and legal services online.
Efficiency outside the office
Practice at home, off-site at a meeting, in court or even on the train - just as though you were working from your office network.
Leading cloud accounting software
Matter accounting and compliance needs are met by LEAP, for the nominal ledger, LEAP integrates elegantly with Xero.
Improve business performance
Automate new business enquiries, fine tune marketing, optimise customer experience and understand your firm’s health at a glance.
Create e-bundles in minutes
Our integration with Zylpha utilises your LEAP matter data, helping to automate much of the process when creating your trial bundle.