Your Dashboard gives you an easier way to manage your inquiries, 24/7.
Make your Service Portal the one place that people visit to interact with your firm. If you are out of office a lot, instead of missing opportunities they will be captured for you.
Rather than having your receptionist take messages, or missing calls because you're out, your Dashboard can capture inquiries easily, online, 24/7. When you have time, new inquiries can be viewed in one easy location from any device.
Each new inquiry is displayed in a sequential list reflecting the time and date they were made, and the source of each inquiry. Don't worry about hunting down past messages on post-it notes or diaries - with your Dashboard, you can see all your inquiries in one place.
Once you have assessed the inquiry and decide to take on the work, you can instantly create a Person in LEAP from the inquiry information on the Dashboard. This eliminates duplication and improves accuracy.
For the first time, clients can connect with your firm online, from any device, 24/7.