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Eternal Pro + LEAP
Two-Way Sync. Streamlined Intake. Smarter Estate Planning.
Connect Eternal Pro and LEAP to synchronize Client intake.
Why Integrate Eternal Pro with LEAP?
No duplicate data entry, no scattered details, no jumping between tools — LEAP and Eternal Pro keep your estate intake secure and in one place.
Automated Contact Sync
Contact data syncs automatically between LEAP and Eternal Pro.
Streamlined Workflow
Take each matter from intake to planning to signed plan, fast.
Collaborative Intake
Paralegals and clients collaborate live, right inside Eternal Pro.
Enhanced Client Experience
Provide a seamless, secure onboarding that shows off your firm's professionalism.
How the LEAP
Integration Works
- Pair your LEAP account with Eternal Pro in a few clicks
- Export your entire estate intake to LEAP with a single click
- Eternal Pro then matches or creates each contact, connects them to a new or existing Matter, and pushes every document and intake answer into LEAP
- Already managing contacts in LEAP? Spin up secure intake invitation links for them automatically
- Everything stays in bidirectional sync — contacts, Matters, and intake data move both directions between Eternal Pro and LEAP
Ready to Connect?
Together, Eternal Pro + LEAP make estate planning easier and more secure than ever.
Ready to modernize your intake? Get started now.
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