Card Relationships App User Guide

14/10/2025
Knowledge

How To

The Card Relationships App is designed to enhance visibility into how individuals and entities are connected across different matters in LEAP. This app fills that gap by enabling users to link, view, and map relationships across matters, providing a clearer and more strategic picture of inter-party connections.

Access to Card Relationships App

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The Card Relationships App needs to be enabled by a LEAP Administrator from the App Marketplace.

To enable the app:

Click the LEAP Menu > select Marketplace.
In the LEAP Marketplace, locate Card Relationships.
Click Enable.

Once enabled, a Relationships tab will be added to the Card screen and will be available to all users of the firm.

The Card Relationships Window

The Card Relationships app has two panes – the Relationship tree on the left and the Card Details on the right.

The Relationship Tree on the left shows the hierarchy of the relationships set up for the card.
The Card Details pane will show the key information for the highlighted card. If you need to view further information on the highlighted card than what’s on the Card Details, you may open the card by clicking on the icon at the top of the panel.

Setting Up Relationships

To set up relationships for a particular card:

Open the card.
Click on Menu > View Cards.
Search for the card and double click to open it.

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If you are in a matter, you can double click on the card to open it.
Click the Relationships tab.
In the 'Parent Card' or 'Child Card' section, click Add to create a new relationship.

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You can set up Parent and Child Cards for the current card you are viewing.
Search for and click on the card you want to link.
Assign a relationship label that describes the connection of the current card to the added card.

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When adding relationships, the relationship label should describe the current card’s relationship to the parent card (e.g., “Trustee” if the current card is a trustee of the added Trust card).
Click Update to save the relationships.

For every card linked to the current card, the corresponding (converse) relationship will automatically appear on the linked card.

Visualising the Map of Relationships

To view a visual representation of the relationship tree, click .

From the visualisation map, you can Print the relationships.

Card Relationship App Options and Filters

Filter by Matter – Select this option to view relationships specific to a particular matter only.
Hide Staff/People – By default, the app automatically includes all Staff and People linked to cards in the relationship tree. Untick this box if you do not want these records to appear.

Note: Since these are person records (not cards), converse relationships will not be created automatically.
If a person has a corresponding card, you may choose to link that card instead. This will ensure the relationship is reflected on both cards.
Hide Distant Relationships – Tick this box to display only direct relationships linked to the current card through the Manage Relationships feature.

Last Modified Date

14/10/2025 6:20 pm

Title

Card Relationships App User Guide

URL Name

Card-Relationships-App-User-Guide-NZ

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