Welcome to our third video blog! Today, we’re diving into the LeapMobile app, a powerful tool designed to streamline your legal practice on the go. Whether you’re on an iPhone or Android device, this guide will walk you through everything you need to know to get started with LeapMobile.
Downloading and Signing In
First things first, you’ll need to download the LeapMobile app from your app store. Simply search for “LeapMobile,” find the app, and download it. Once installed, open the app and sign in using your existing Leap credentials. It’s that easy!
Exploring the App
LeapMobile offers a range of functionalities that are perfect for managing your legal tasks while away from your desk:
- View Tasks and Matters: You can access all your tasks and matters directly from the app. However, keep in mind that some extensive tasks, like trust accounting, are not available on mobile.
- Manage Invoices and Documents: While you can’t create invoices on your phone, you can view them and manage various documents.
Document Management Made Easy
One of the standout features of LeapMobile is its robust document management capabilities:
- Upload Documents: You can upload documents by taking photos or scanning them directly from your phone. This is perfect for when you need to quickly add documents like contracts or IDs.
- Multi-Page Scanning: For documents with multiple pages, you can scan each page and compile them into a single PDF. You can rename the document and save it directly to the relevant matter.
Efficient Task and Time Management
LeapMobile also excels in helping you manage your time and tasks efficiently:
- Track Time: Use the app’s built-in stopwatch to track your billable hours.
- Calendar and Scheduling: View your calendar, schedule tasks, and manage appointments.
- Record Disbursements: On the go and need to track expenses like parking? LeapMobile allows you to record these disbursements instantly.
Comprehensive Client Management
Staying connected with clients is crucial, and LeapMobile makes it simple:
- Access Client Details: View detailed client information, including contact details and addresses.
- Direct Communication: Call, text, or email clients directly from the app. You can even use Google Maps integration to get directions to client locations.
Customizing Your Settings
LeapMobile offers extensive customization options to suit your firm’s needs:
- Firm Details and User Access: Update your firm’s details, manage user access permissions, and even set up biometric sign-in or multi-factor authentication.
- Accounting and Invoice Settings: Adjust your accounting settings, including tax basis, lock period dates, and payment types. Customize your invoice settings for a professional and tailored look.
Powerful Reporting Tools
Finally, LeapMobile provides a variety of reporting tools to keep you informed and compliant:
- Generate Reports: Access reports on completed matters, work obtained by refer, and trust accounts.
- Law Society Compliance: Easily generate reports required by the Law Society of Ontario, ensuring your practice remains compliant with regulatory standards.
Conclusion
LeapMobile is designed to make your legal practice more efficient and mobile-friendly. From managing documents and tasks to tracking time and communicating with clients, this app has it all. Explore its features, customize your settings, and take your practice to the next level.
Chops Consulting – Leap Legal and LeapMobile Software Consultants
At Chops Consulting, we are your go-to Leap Legal and LeapMobile Software consultants. With over a decade of experience in the field, for these resources and more, our team is here to guide you through the intricacies of one of the most popular legal practice management tools!
For any more questions be sure to contact one of our experienced team members today to learn more about how we can help your firm succeed with the use of one of the best tools on the market!
