Take your LEAP skills further! Join us for weekly topic-focused office hours and Q&A sessions.
Join our product experts for live discussions and demonstrations designed to help you use LEAP’s tools more effectively in your day-to-day work. Each week, you’ll see features like document automation and AI in action, receive guidance tailored to your practice, and get hands-on experience that builds your confidence with LEAP.
Come with your questions! We're here to help you get more value from LEAP.
The topics for this month include:
- February 5 – LEAP Best Practices: Learn how others use LEAP to strengthen processes and work more efficiently as we share ideas and strategies.
- February 12 – Automated Documents & Forms: Hear tips and techniques from product experts to help you use document automation more confidently.
- February 19 – Customizing Your Invoices: Learn how to create invoice templates and layouts tailored to your firm’s billing and branding needs.
- February 26 – Work from Anywhere: See how to use the LEAP Mobile app to capture time, scan documents, and access your matters on the go.
Meet your co-hosts:
Dallas Lindsey, Senior Client Success Manager at LEAP, brings experience from both the Helpdesk and Client Success teams. They partner closely with clients to align on strategic priorities, proactively address operational changes, and resolve issues before they become disruptive. Dallas provides targeted training, resources, and cross-functional support to help ensure clients consistently get the most out of LEAP.
Jessica David, Senior Client Success Manager at LEAP, is experienced with LEAP implementations and is passionate about your success. She helps firms maximize the value of LEAP by providing proactive support and sharing best practices and new features to improve daily operations and efficiency.
Christy Schmidt, LEAP’s Adoption Manager, operated an estate planning and probate firm for 20 years and can assist you with using LEAP, AI integrations, and WealthCounsel drafting to enhance your workflow.
Space often fills up fast! Secure your spot today:
