LEAP Legal Software Training | Active Trust IT

LEAP Legal Software Training

Focus On The Law, Not The Business

Preferred Business Systems, Inc. is a Certified Consultant with LEAP legal software. We’re here to help your firm install, integrate, and manage LEAP to make your practice run more smoothly.

Our team is trained to work with all aspects of LEAP — we’ll help you increase your productivity.

LEAP Legal Software Training Opportunities

NEW EMPLOYEE TRAINING​

We can provide your staff with quick, effective training in LEAP Legal Software. They will be ready to go after our 2 hour Main Session and 1 hour follow-up a week later.

  • Creating a matter in LEAP
  • Document creation
  • Emailing from LEAP, including attachments
  • Importing Documents
  • Time Sheet creation and use
  • Creating Custom Matter types from recurring Matters
ADVANCED LEAP TRAINING

We can provide brushups for your team in one-hour sessions.

  • Firm Refresher Course
  • Time Sheet/Recording Time and Fees
  • Access and Permissions
ADVANCED LEAP BOOKKEEPER

Depending on your needs, we can provide 1-3 hours of bookkeeper training for the items you need done right every time.

  • Expenses and Deposits
  • Office Deposits and Trust Account Deposits
  • Trust Account Reconciliation
  • Bulk BillingTips & Tricks
  • QuickBooks Online Integration
  • Rapid Pay
  • Contingency Billing and E-Billing
  • Invoicing
QUICKBOOKS ONLINE TRAINING

We provide your team with 1-3 hours of training in QBO to make sure you’re using it most effectively.

  • How LEAP integrates with QBO
  • Payroll
  • Overhead Expenses
  • Reconciliation
  • QBO Payments and QuickBooks Cash
ADVANCED LEAP TRAINING

Your team will learn the best ways to create form templates in LEAP Legal Software. This training takes 1-2 hours.

  • Automating current Word documents and converting them to forms and templates
  • Creation and use of fields
  • Commonly used fields
  • Finding the right fields
  • Understanding naming conventions
CUSTOM TASK LISTS

Your team will find out how to create efficient, powerful custom task lists. This training takes 1-2 hours.

  • Creation and use of business process flows
  • Integration of Outlook Tasks into LEAP Legal Software

Contact Us About LEAP Legal Software

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