From the LEAP Matter List, click the LEAP Menu  > Settings > Firm Details.

The Firm Details window will open.

From the Firm Details tab, below are the available fields for you to enter or update existing information:

Firm Details

• Firm name
• Firm name for document types
• Firm title
• Firm type
• Firm ID
• Phone
• Fax
• Email address
• Website
• Company number
• NZBN
• Reporting entity number
• IRD number
• Legal aid firm number

Address

• Street Address
  • Property/building name
  • Level/shop/unit
  • Street number
  • Street name
  • Suburb
  • City/town
  • Postcode
• PO Box Address
  • PO Box type
  • PO Box number
  • Suburb
  • City/town
  • Postcode
• DX Address
  • DX number
  • DX suburb
  • City/town

From the Bank Details/Disbursements tab, below are the available fields for you to enter or update existing information:

Bank Details

• Bank Account
  • Name of bank
  • Account name
  • Account number
• Trust Account
  • Name of bank
  • Account name
  • Account number

Disbursements included in Cost Agreement Precedents

• Photocopying fee per page
• Facsimile fee per page
• Electronic signature fee
• File storage fee

From the Correspondence tab, below are the available fields for you to enter or update existing information:

• Addressee
  • When writing to a firm of solicitors, use 'Messrs'?
  • When writing to a couple, use only one party's initials or name
  • When writing to individuals, use initials or first name?
• Salutation ("Dear")
  • When writing to solicitors, use "Dear Colleagues"
• Reline
  • Use full name of individuals in re line
• Electronic Service
  • Accept service by email 
  • Email to be used for service
• Conveyancing
  • In contract use street address or postal address
• Family Law
  • In Family Court documents, use street address or postal address
• Court Forms
  • Solicitor to appear on Court documents