Client Portal — LEAP Solutions

Need access? Contact aj@leaptosolutions.com

Dashboard

Your Portal

Track your project, sign agreements, and manage invoices — all in one place.

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Your Work

Projects

Click any project to see updates, deliverables, and scope details.

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Agreements

Contracts

Review and electronically sign your service agreements.

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Billing

Invoices

View your billing history and pay outstanding invoices securely.

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Proposals

Your Proposals

Review proposed service agreements from LEAP Solutions.

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Deliverables

My Files

All deliverables and uploads from your projects, in one place.

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Getting Started

Discovery Intake Form

Help us understand your business before our first session. Take your time — your answers are auto-saved as you type.

Industry *

Company Size

Team Structure

What software & systems does your team use every day?

Describe the full lifecycle of a job or client — from first contact to final invoice. *

What's the one thing in your business you wish you could make disappear?

What falls through the cracks when you get busy?

Where does your customer/lead information live?

How do you follow up with leads who don't immediately book?

How do you currently ask for reviews? How often does it actually happen?

What tasks do your most expensive people spend time on that feel like busywork?

If you could hire one person right now to fix one problem, what would they do all day?

How many hours per week do YOU personally spend on things you know you shouldn't be doing?

What's your #1 priority right now?

Budget Range

Ideal Timeline to Get Started

Supporting Documents (optional)

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Drag & drop files here, or click to browse

Sample SOPs, org charts, workflow diagrams, screenshots — anything that helps us understand your business

Your answers are saved automatically as you type.

Account

My Profile

Update your contact information and company details.

Account Details

Full Name

Email Address

Company Name

Phone Number

Industry

Sign Out

You'll need to sign back in to access your portal.

Admin Panel

Clients

Revenue

Pipeline

Clients by Phase

Revenue by Month (Last 6 Months)

Clients by Industry

Recent Activity

Retainer Health

Intake Submissions

Client Funnel

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Select a conversation

to view messages

Calendar & Meetings

Upcoming Meetings (Next 30 Days)

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Google Calendar