Tired of switching between LEAP and WealthCounsel to add or update contact information?
Introducing two-way contact data syncing between LEAP and WealthCounsel. This new functionality seamlessly synchronizes contacts created or edited while using WealthCounsel’s integrated drafting software with your LEAP matters.
As you’re drafting, you can make contact updates directly in Wealth Docx®, Elder Docx™, Business Docx®, and Gun Docx®. Saved changes will be pushed to LEAP automatically, helping your records stay consistent and reducing interruptions while drafting.
This strengthens our ongoing commitment to helping your firm operate with greater ease and efficiency. Visit the LEAP Help Center to learn more about the LEAP + WealthCounsel integration.
