Case Study: LEAP Estates - Streamlining Efficiency for WillPack

Background

WillPack specialises in back-office drafting services. Their operations focus on working with financial advisers, mortgage brokers, and other introducers to draft documents on their behalf, ensuring clients receive streamlined, accurate services without direct interaction with end clients.

The Challenge

At the start of the year, WillPack faced a significant challenge when their existing CRM was discontinued. This left them searching for a new solution to maintain their operations and improve workflows. They required a platform that seamlessly integrates CRM functionality with their document drafting processes - a solution capable of replacing their fragmented tools.

Why LEAP Estates?

After evaluating various options, WillPack chose LEAP Estates for its unique ability to combine CRM and document drafting in one unified platform. Chris highlighted several reasons for the decision:

• Unified Platform: "LEAP Estates was really the only solution that combined both CRM and drafting tools. Everything else would have required us to use separate systems, which wasn’t ideal."

• Advanced Features: "There’s so much LEAP Estates offers beyond just the basics—like file transferring, AI tools, and the ability to create custom clauses. These additional features really stood out to us."

• Scalability: "The platform has so many options and tools that we’re still discovering new things. It’s designed to grow with us."

Implementation Process

The implementation process was not without its challenges, with an upgrade to outdated IT equipment taking place alongside the LEAP Estate go live. Chris noted, "LEAP Estate’s support team was helpful in working with us to resolve them, and once we sorted our IT, the system started working just fine."

LEAP Estates work with LEAP Certified Consultants (LCC’s) on all LEAP Estates implementation. The LLC team are on hand to guide the user through all aspects of LEAP Estates ensuring they’re able to hit the ground running. Following the successful completion of the implementation, the LEAP Estates customer success team keep each firm up to date with new features as they are developed and introduced. The LEAP Estates support team are on hand to help with any queries or questions.

Results & Impact

Since adopting LEAP Estates, WillPack has seen improvements in several key areas:

• Legal Query Response Times: "One of my favourite features is LawY. I use it a lot—it allows me to copy and paste queries, tweak a few details, and send out a nearly perfect response almost immediately. It’s made a big difference to our turnaround times."

• Customisation: "We’ve been able to create custom wills and clauses, pulling client details straight from LEAP Estates. The ability to customise documents so easily has been a huge benefit for us."

• Productivity Gains: "The tools we’re already using have made us more efficient. The more we explore LEAP Estates, the more features we find to help streamline our work."

Chris explained that while full adoption of all features is ongoing, the improvements in efficiency and productivity are already noticeable. "There’s so much LEAP Estates can do—it’s just about figuring out how it works best for your business."

Future Opportunities

The team will be shortly transitioning all drafting processes onto LEAP Estates . Chris is particularly excited about exploring more features: "We haven’t fully utilised the file transferring tools yet, but we’re planning to soon. It’s all about taking the time to see what the system can do."

Would They Recommend LEAP Estates?

When asked if he would recommend LEAP Estates, Chris answered without hesitation: "Absolutely. It’s combined a lot of the tools we previously used into one platform, and it’s been really helpful for us."

His advice to potential users? "Play around with the system. There’s a lot it can do, and the more you explore, the more you’ll find ways to improve your processes."

LEAP Estates provides users with ongoing support and our in-house customer success team ensure your business is getting everything it needs from the software solution.

Conclusion

LEAP Estates has become an integral part of WillPack’s operations, allowing them to deliver efficient, tailored services to their introducers. Chris summed it up best: "LEAP Estates is powerful—it’s all about learning how to make the most of it."

With ongoing improvements and expanded adoption of features, the platform promises even greater productivity and satisfaction in the future.

The LEAP Estates team are continually improving, expanding and developing many areas of the system and our ongoing support we provide to our users is a key area we prioritise to ensure clients are getting the most out of the software.

We are a passionate about what we do and the evolution we are bringing to the private client industry, working closely with professionals in this space to maximise the output lawyers are able to achieve while delivering an outstanding experience for their clients.

If you believe your business would benefit from the points discussed in this case study, or you are simply interested in learning more, get in touch with the LEAP Estates team today and see how we can help – info@leapestates.co.uk