Unify matters, mortgages, and ID checks in one seamless, AI-driven platform
Real estate law is a detail-oriented practice. Every transaction involves countless documents, critical deadlines, and complex data points. For legal professionals in conveyancing, managing this workflow efficiently is the key to profitability and client satisfaction. Manual data entry, toggling between different software, and the constant risk of human error can slow you down, create bottlenecks, and increase firm-wide stress. What if you could reclaim that lost time and streamline your entire process?
This is now possible with Closer, a market-leading conveyancing solution integrated directly within LEAP’s practice productivity software. This powerful combination is designed to simplify your mortgage process and manage your real estate matters from start to finish in one seamless platform. By leveraging this integration, you can automate tedious tasks, minimize costly mistakes, and dedicate more time to serving your clients.
LEAP in Closer integration revolutionizes conveyancing by offering:
- Seamless end-to-end matter management
- AI-powered data extraction from key documents
- Fully integrated mortgage processing
- Secure, built-in client identity verification
Say goodbye to disconnected workflows
The biggest drain on a conveyancing practice is often the use of multiple, disconnected systems. You open a matter in your practice management software, switch to another program for title searches, use a separate portal for mortgage instructions, and manually transfer data between them all. This constant back-and-forth is not just inefficient; it's a recipe for errors.
The LEAP Closer integration eliminates this fragmented process. You can now manage the entire conveyancing transaction without ever leaving the LEAP environment. When you open a new real estate matter in LEAP, Closer takes over, guiding you through each step of the deal.
Key details like client information, property data, and important dates are synchronized automatically. This single-source-of-truth approach ensures consistency and accuracy across your entire file, from initial client intake to final reporting. Documents generated in Closer are automatically saved to your LEAP matter, keeping everything organized and accessible.
Harness the power of AI for APS data extraction
One of the most time-consuming tasks in any real estate transaction is a manual review of the Agreement of Purchase and Sale (APS). Extracting all the necessary information—names, legal descriptions, prices, and dates—is tedious and prone to error. A single misplaced decimal or incorrect date can have serious consequences.
LEAP Closer introduces cutting-edge AI to solve this problem. Its Optical Character Recognition (OCR) technology can scan and extract critical data from an APS document in less than 15 seconds with 95% accuracy. Even if the document has been scanned multiple times, contains handwritten notes, or has strikethroughs, the AI is designed to accurately read and input the details into the correct fields within your matter.
This automation offers three distinct advantages:
- Speed up matter creation: Jump straight into the substantive work. Instead of spending valuable time on data entry, you can focus on your clients and move the transaction forward.
- Minimize costly errors: Automation significantly reduces the risk of human error. This protects your firm’s reputation and provides peace of mind.
- Simplify reporting: The AI also extracts data from Teraview instruments, automating your reporting process and freeing up your schedule for more high-value tasks.
A split-screen document view allows you to easily verify the extracted details, giving you full control and transparency.
Streamline mortgage processing in one platform
Managing mortgage instructions from various lenders can be a complicated part of any conveyancing file. The LEAP Closer integration simplifies this with Sync by Closer, which connects with First Canadian Title’s (FCT) Lender Lawyer Connect platform. This allows you to digitally process mortgages from all major Canadian lenders directly within your matter, free of charge.
This integrated feature provides everything you need to handle the financing component of a transaction efficiently. You receive digital mortgage instructions, and client files are auto-populated with the relevant data. With over 100 lender forms and built-in electronic signature capabilities, you can manage the entire mortgage process without ever leaving LEAP.
This not only saves time but also ensures that all communication and documentation related to the mortgage are stored centrally within the client's matter, reducing the risk of misplaced information.
Enhance security with integrated identity verification
Verifying client identity is a critical step for compliance and fraud prevention. Traditionally, this can involve another separate service or a manual in-person process. LEAP Closer removes this friction by integrating with Treefort, an industry leader in digital identity verification.
You can initiate client ID verification requests seamlessly from within your matter. This integration enhances your firm's security protocols and helps you meet compliance obligations with confidence. You can also conduct integrated Teranet-based title and writ searches directly in Closer, further centralizing your workflow and improving data accuracy.
The future of conveyancing is here
The LEAP Closer integration is more than just a tool; it's a new way of working. It empowers real estate legal professionals to operate with greater speed, accuracy, and efficiency. By unifying your workflow, automating data entry, and simplifying complex processes like mortgage processing and ID verification, you can reduce administrative burdens and focus on what you do best: providing exceptional legal service.
With a robust library of over 100 automated forms, a convenient split-screen view for document management, and autosave functionality to protect your work, this platform is built to support the demands of a modern legal practice.
Experience the difference firsthand
Are you ready to stop juggling multiple platforms and eliminate manual data entry? Discover how LEAP Closer can transform your conveyancing practice, save you valuable time, and help you reduce errors.
Book a personalized demo with one of our Client Success Managers today to see the power of seamless, end-to-end conveyancing for yourself. https://www.leaplegalsoftware.com/ca/companion-products/closer/
This article was provided by LEAP
