Leap INTEGRATION
Full integration with Leap
OnBoardNow integrates with Leap using email. A template is
added to Leap that when called automatically instructs OnBoardNow to
trigger flows with a specific client with no duplicated data entry.
Once the user completes the task resulting documents are automatically
attached to the correct matter file and all notifications sent to client and
lawyer.
- Trigger onboarding flows directly from a Leap matter
- Client details and references carry through automatically
- All outputs returned to the correct case file
- No duplicated data entry at any stage
Leap
Matter: Smith v Jones
Flow triggered from matter
Link sent to client
Client completing onboarding
Outputs returned to case file
Connected to Leap