Manage inquiries with your Dashboard

Your Dashboard gives you an easier way to manage your inquiries, 24/7.

Don't miss out on potential work

1

Send clients to your Service Portal

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.

2

Your Dashboard does the work

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.

3

Be notified of new inquiries in a sequential list

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.

4

Create a Person in LEAP

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.

The Dashboard on your Service Portal integrates with LEAP to help automate expensive non-billable tasks

For the first time, clients can connect with your firm online, from any device, 24/7.

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