LEAP now offers a new suite of reports for strategic estate planning client segmentation. Get better visibility into your client base and identify clients for targeted communication with three reports:
- Estates by Value: View matters by client net-worth ranges to support proactive planning, find opportunities to offer additional services, and more.
- Clients by Age: Filter clients by age range to align your services to the needs of their life stage.
- Client Children by Age: Review the ages of clients’ children to identify when estate plans may need updates or when adult children may need their own plans.
All reports can be reviewed directly in LEAP or exported to Excel or PDF for deeper analysis, mail merges, and other applications.
Please note that the Firm and Matter Analytics app must be enabled via the LEAP App Marketplace. To access the new reporting options, go to LEAP > Menu > Other > Estate Reporting.
Watch a video tutorial on LEAP University and visit the LEAP Help Center for more information on how to get started.
