Settify in LEAP CRM

04/09/2026
Knowledge

How To

Settify is now integrated with LEAP CRM.

Settify is a smart and efficient client intake platform used by thousands of legal practitioners around the world. Instead of gathering a new client's details and matter related data over the phone or in the first appointment, you can send a Settify intake to the client.

Settify guides your client through an intelligent online intake tailored to their situation, for example, in a family separation matter, it covers the parties' and children's details, chronology (cohabitation, marriage and separation dates), assets and liabilities, and any immediate concerns. The questions adapt to the client's answers and are designed for people going through a difficult time by using calm and client friendly language.

The client completes the intake at home, in their own time at their own pace.

Their information flows back into the CRM opportunity. You also receive an executive summary and a client brief, ready for your first appointment.

You can then create a matter in LEAP which carries all relevant client's details from the intake form, all the way to the matter, at a click of a button

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Settify is available in both the Web and Desktop versions of LEAP, and supports family law intake, with estate planning and other areas of law coming soon.

Connecting Settify to LEAP CRM

If you have LEAP CRM, Settify is automatically available; you don't need to do anything. If Settify is not appearing in your LEAP CRM opportunities, please contact our support team at contact@settify.com.

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For more information on LEAP CRM, click here.

How to Send a Settify Intake to a Client

From the LEAP CRM, open the Opportunity.
Select Send Settify Intake.

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The Send Settify Intake button will only appear at the top if the client has an email address recorded. If no email address has been recorded, the button will be greyed out.

This opens a new Settify tab named Intake in the opportunity:
Choose the questionnaire that suits the enquiry in the Select Form section.
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Current available intake forms:
- Simple Intake: this form takes the client around 5 - 10 minutes to complete and gathers basic but very useful information: the parties' and children's details, chronology (cohabitation, marriage and separation dates), and any immediate concerns.
- Detailed Intake: this is a more comprehensive intake for when you require more holistic information. This form takes around 20 - 30 minutes for clients to complete, depending on their situation.
Select Send.

Your client receives an email with a link to begin their intake, which they can complete in their own time, on any device.

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Security: Settify uses two-factor authentication and strong privacy protections, so your clients can be assured their data is safe and secure.

How do I Work with a Completed Settify Intake

Once your client submits their intake, the Intake Status at the top of the opportunity window will show 'Completed' and their information appears in the opportunity in LEAP CRM:

Client Brief	Shows an executive summary of the client's situation, ready to take into the first appointment, as well as a lead value to show the potential value to the firm.
Client Answers	Displays the client's full responses to the questionnaire.
Activity	This window displays the activity timeline from Intake created to the client accepting terms & starting to complete the intake form.
Download	Clicking the Download button provides various options for you to download: Client Brief as a PDF or DOCX file Client Answers as a PDF or DOCX file
Print	Clicking the Print button lets you print the tab currently open on your screen. For example, if you are viewing the Activity tab, clicking print will only print the Activity details.

In addition, LEAP CRM updates its fields, including the other party’s details automatically, so you can run your usual conflict check before the first appointment.

Review the Client Brief before the first appointment. This is where the value lands: you walk into the meeting already across the client's situation, and the first hour becomes advice rather than data gathering.

How do I Convert a Settify Enquiry to a LEAP Matter

Converting works exactly like any other opportunity in LEAP CRM, with the advantage that the client's information is already complete, and there is a rich set of data that is useful for other apps and forms in your LEAP matter.

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For full details on converting a CRM opportunity to a matter in LEAP, click here.

FAQs

Which practice areas does Settify cover? Family law today, with estate planning and other areas of law coming soon.
Is Settify available to my firm, and does it cost extra? If you have LEAP CRM, you have Settify. It is included at no additional cost; there is no module to enable.
What does the client see? A branded, guided online intake with plain language questions that adapt to their answers.
Is the client's information secure? Yes, Settify uses two-factor authentication and strong privacy protections. For more details, click here.
What if a client doesn't finish the intake? Partial responses are saved and the client can pick up where they left off. You can monitor your client’s progress and related activity by clicking on Settify “Intake” tab in the opportunity and then checking the Activity tab.

I currently use Settify outside of CRM, how does this work? Before getting started, it’s important to clarify that the native LEAP CRM version of Settify operates independently from your existing Settify platform. This means the two systems do not share intake records, configuration or workflows, so you can continue using your current Settify environment while also trialling the CRM version.

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Need any help? Contact the Settify team at contact@settify.com or via the Settify Firm Help Centre.

Last Modified Date

4/09/2026 3:32 pm

Title

Settify in LEAP CRM

URL Name

Settify-in-LEAP-CRM-AU

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