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 Legal Software to make your practice run more smoothly.
Our team is trained to work with all aspects of LEAP Legal Software — 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 Legal Software
- Document creation
- Emailing from LEAP Legal Software, including attachments
- Importing Documents
- Timesheet 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
- Timesheet/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 billing tips & tricks
- QuickBooks online integration
- Contingency billing and e-billing
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 Legal Software integrates with QBO
- Overhead expenses
- QBO payments and QuickBooks cash
ADVANCED LEAP FORMS
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
LEAP DATA SHARING
- Export data into folders in a local environment
- Export reports to provide client and financial information
Contact Us About LEAP Legal Software
Please submit the following information and we’ll get back to you promptly.