LEAP Menu

• View matters cards and people
• View accounting options
• Access Reports
• Quick Calculator

 Matters

• Create and delete matters and cards
• Compare matter versions
• Swap parties within a matter
• Find contact details for all parties on a matter
• Edit table types
• Conduct searches via Infotrack
• Access matter details, including all related correspondence

Details & Correspondence

• Search the matter correspondence list
• Create, rename, and delete Correspondence folders
• Folder navigation 
• Create, rename, and delete Correspondence documents
• Preview and print PDF/Emails/Word Documents/Comments
• Save Microsoft Outlook emails into your LEAP matters
• Send emails and forward documents
• Share documents via Lawconnect
• Access MatterAI, Generator, and LawY 

Critical Dates and Tasks

• Set, confirm, and clear critical dates
• View, create, and delete tasks and appointments

Time & Fees

• Create, edit, and delete time and fee entries on any matter
• Move time and fee entries to another matter
• View Time and Fee Entry Summary
• Synchronise time entries with your timesheet on the desktop

Forms & Precedents

• Access By Lawyers guides and precedents
• Search, open, create, rename and modify precedents
• Search precedent by form number
• Duplicate and rename precedents
• Access to Matter AI

Trust

• Create and reverse trust payments, receipts, and journals
• Process trust to office transfers
• Print trust receipts
• Create bank deposits from receipts
• Protect funds and delete protected funds
• Create Interest Bearing Accounts and transactions
• Create Controlled Money Accounts and transactions
• Reconcile accounts

Office

• Create and split invoices and change invoice statuses
• Process overdue invoices
• Access General Ledger link
• Print Statement of Account
• Print Combined Matter Ledger
• Create and delete anticipated payments
• Create credit receipts, credit journal, and credit refunds
• Create and delete cost recoveries

Other

• Search Transactions
• Access Reports
• Access Application Settings