Allow clients to complete an Intake Form prior to appointments and import the details directly to LEAP as a Case, at the click of a button.
Save on administrative time by letting your clients do the work for you. Your Intake Form collects your client’s information and you can instantly export the form details directly into LEAP as a Case to get moving quickly.
No need to decode obscure handwriting or wait for new clients to fill in paper-based forms. Online Intake Forms remove the layer of human error associated with data entry.
Clients arrive at appointments without having to fill in time-consuming forms. Through your Service Portal, clients can enter in their personal information at a time that suits them best.
For the first time, clients can connect with your firm online, from any device, 24/7.