Zaliet is constantly developing and striving to produce the best product for our clients. We are excited to introduce some new improvements and features to the Service Portal.
INSTRUCTION FORMS – LEAP INTEGRATION
Our online instruction forms now allow you to export all the information gathered directly into LEAP. These instruction forms use fields that directly correspond with LEAP, so the information can seamlessly export to LEAP as a new Matter. Not only does this save you non-billable time as you don’t have to manually enter data but it is easy for your client to fill in at their convenience.
We have also added new online instruction forms for many different matters and areas of law, all relevant for your state or territory.
Request your LEAP integrated instruction form today by placing your request here.
ADDED FUNCTIONALITY TO THE ENQUIRIES HUB
On top of having more control over your incoming enquiries, the Enquiries Hub now lets you track the status of your prospective clients so you know when to follow up. You can log calls, emails and update the status with each lead, providing you with a clear overview of all your interactions. This functionality is available for Zaliet clients in all regions.
ONLINE PAYMENTS ARE NOW AVAILABLE IN THE UK
Our UK clients can now benefit from offering their clients modern payment options in their Service Portal. RapidPay integration now means your clients can pay by either debit card, credit card or BACS to your office or client account.
Through the Service Portal, you can import your bank statements to LEAP for your client bank to enable automated matching and reconciliation. You can also automate receipt postings in LEAP.
To learn more about RapidPay in your Service Portal, click here.