Introducing the Client Connect app for family law firms—a tool designed to help simplify the client information intake process. Now, you can easily gather the contact and financial details you need, keep clients on track, and communicate in a way that reflects your firm’s unique voice and style—all from LEAP.
With Client Connect, you can:
- Collect client information before your first meeting and use it to auto-populate forms and templates.
- View all requests in one place with the “All Shares” screen, showing the status of every client request across all matters.
- Send quick reminders to clients who haven’t responded, with no drafting required. Just click and send.
- Save and reuse cover sheet templates so you can send consistent, on-brand client instructions without starting from scratch each time.
These updates are designed to streamline your client information intake process and support a smoother client experience from the start. Try the Client Connect app today.
