Client intake questionnaires for estate administration, trust administration, and probate matters are now available in LEAP for most U.S. states.*
Accessible through the Client Connect app in LEAP, these questionnaires help you request, gather, and organize key client and financial information, even before your first meeting. Clients can also upload asset and liability documents directly to the questionnaire. Responses are stored in LEAP for up to 30 days, allowing extra time for you to review client submissions.
Simplify the way you collect and organize contact and matter details. Try Client Connect in LEAP today.
* Client Connect intake is not yet available for the following matter types:
- MA: Estate Administration, Probate
- ME: Probate
- MN: Probate
- NJ: Contested Administration, Uncontested Administration, Contested Probate, Uncontested Probate
- NY: Contested Administration, Uncontested Administration, Contested Probate, Uncontested Probate, Trust Administration
- OK: Contested Administration, Uncontested Administration, Contested Probate, Uncontested Probate
- RI: Contested Administration, Uncontested Administration, Contested Probate, Uncontested Probate
