WEBINAR: Leap & Perfect Portal Integration
Wednesday, April 29th at 12:30 pm
During this webinar we want to show you every aspect of the seamless integration between Perfect Portal and LEAP and cover the new enhancements.
This webinar will include:
LEAP integration when quoting
- How to add new clients, returning clients and amending existing contact cards
- How to pick up referrer contact cards from LEAP, saving time with no need to re-key data
Pushing a Matter into LEAP
- Data transfer from Perfect Portal into LEAP, including legal, disbursement and additional fees
- Recurring Matters, auto numbering, assigning Matters to other LEAP users and more
LEAP Matter Details
- Precedents, adding parties into LEAP as Perfect Portal will facilitate communication with all parties involved in the Matter and automatically sync with LEAP
- How to use Estimated Completion Date
- How to use a BB code in your Key Stages to personalise messages for each party
- Click of a button from LEAP will update all parties from their chosen form of digital communication.
- What the Client and the Referrer will see on their App/Portal when you complete a Key Stage in LEAP
We will be doing a live demonstration of the integration for this webinar.
Hope to see you there.Register Now