Introduction to LEAP Legal Pt 1: Overview, Creating Matters & Cards
Автор: Chops Consulting Team
Загружено: 2024-06-24
Просмотров: 2221
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Welcome to your Leap Initial Training! I'm Selene, and it's a pleasure to meet all of you. Throughout this training, I'll be breaking down the material into several recorded segments for easier reference. Let's dive in!
Leap is a cloud-based practice management and trust accounting software that offers seamless synchronization across all devices, allowing you to access your data anywhere, anytime, even offline. In this initial session, I'll offer a comprehensive overview of Leap, covering navigation, customization options, and basic functionalities such as creating matters and cards. Accessing Leap is straightforward, whether through the desktop app, online version, or mobile app. Additionally, I'll introduce you to features like the conflict check tool and the card system, which streamline communication and collaboration within your practice. Stay tuned for more insights and practical demonstrations as we continue our training journey with Leap.
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