OverviewLEAP Conveyancer is a suite of software, precedents and services designed to increase the productivity of your Conveyancing business by streamlining your document production, searching, calculations, invoicing, and even trust accounting.
www.leapconveyancer.com.au/training
Forms & Precedents
LEAP Conveyancer is pre-loaded with all the forms and precedent letters you need to work efficiently, which can be modified and you can add your own.
Contract of Sale
Is automatically filled in with all the property and client details. Create letters that are automatically filled in with client details, which you can then customise to your own tone and style.
Emails sent and received are saved onto the Matter saving you time trying to retrieve documents from other inboxes.
Matter List window
A searchable Matter list that can be viewed by All, Current, Date Modified (Today, Yesterday, This or Last Week, Last Month) or Ten Recently Modified.
(Sale) Matter window
On top is the Vendor, Purchaser, and agent, as well as important property details like the Lot and DP.
On the bottom are all the documents, Searches and emails associated with the Matter.
Ordering Searches
Click ‘Order Search’. LEAP fills in your property details, saves the Search back to the Matter, and automatically creates the accounting disbursement for you.
• Matter List window• Matter window• Forms & Precedents• Contract of Sale• Email• Ordering Searches• PDF Contract Compiler• Statement of Adjustments• Smokeball & Russell Cocks ‘1001 Conveyancing Answers’• Time & Fees• Cost Recoveries & Invoicing• Trust Accounting• Your own Website
3 4 5
1 2
6
1.
SOLD
Trust Accounting
LEAP Conveyancer has full Trust Accounting functionality.
Your own Website
LEAP Conveyancer gives you your own customisable and google optimised website.
Russell Cocks 1001 Conveyancing Answers
Through Smokeball you have free unlimited access to this practical guide to Conveyancing.
Time & Fees
When you’re reaching the end of your Matter, simply go to Time & Fees and enter your fee.
Cost Recoveries & Invoicing
In Cost Recoveries, you will see all the Searches you have conducted entered ready for billing. Quickly create your Invoice and send to your client.
PDF Contract Compiler
This feature will save you some serious time. To create a contract, highlight the documents and Searches to include, reorder them as required and email it off to your client in seconds.
Statement of Adjustments
(Or Settlement Adjustment Sheet in NSW) is a clever tool that makes it simple to adjust your council, water and utilities.
Smokeball
LEAP Conveyancer links to Smokeball giving you access to thousands of documents including Step-by-Step Guidance on Sale and Purchase.
13
14
10 11 12
7 8 9
Top Related