Matter Management
Your Matter List Creating a Matter Archiving a Matter About Your Document Register Recurring Matter Templates Matter Details and Correspondence About Document Packets The Status of Your Matters Application Settings - Document Register Types and Document Numbering Editing Table Types Using Custom Fields Application Settings - Matter Numbering Billing Categories Printing Matter Info Setting Up Your Special Fund Account Viewing the History of a Matter Document Packets Report Using FaceTime with LEAP Mobile Comparing Two Matter Versions Insufficient Access to a Selected Matter Improvements to Estate Matter Types Unable to Locate Documents in a Matter How to Manually Update the Matter Number Unable to Locate a Newly Created Matter in the Matter List Matter Description Missing from the Top of the Matter Window
Forms & Precedents
Matter and Form Information Guides Inserting Fields into Documents/Precedents Creating Your Own Precedents Modifying an Existing Precedent Commonly Used Fields in Document Automation Feedback on Content Accessing and Opening Precedents LEAP for Word Add-in Precedent Folders What is Content? Managing Your Precedent Updates Clause Library Who Manages the Content in LEAP? Is the Content Always up to Date? How to Restore Orphan Precedents Insert a Signature Field into Letters and Precedents How Can I Update My Letterhead with the New Details in LEAP? LEAP Could Not Find Any Wordbill Precedent. Please Set a Wordbill Precedent in the Precedent List Inserting Fields into a Precedent for Use Across Multiple Matters Missing Body Bookmark
Correspondence
Inserting Fields into Documents/Precedents LEAP Options in Outlook Explained Creating a Document/Letter for a Matter Creating a New Email Saving and Re-saving Emails to a Matter LawConnect - Sharing Documents Matter Details and Correspondence Correspondence Options Explained Importing a Document/Folder into a Matter Creating a New Document Type Searching for a Document LEAP Options in Word Explained Converting Documents to PDF Creating a Comment LEAP for Word Add-in Saving PDFs to a Matter Scanning Documents to LEAP LawConnect - Sharing Folders About Mailing Lists LawConnect - Matter Linking Recording a New Voice Memo in LEAP Mobile Exporting Documents Creating and Editing Precedents in LEAP Mobile Creating Folders for Documents Importing Photos and Videos into LEAP Mobile
Calendar & Tasks
Adding Critical Dates Application Settings - Task Lists The Status of Your Matters Creating a Task Creating a New Appointment Scheduling a New Meeting Video Meetings in Microsoft Teams Video Meetings in Zoom Troubleshooting Calendar and Tasks How to Enter Dates in LEAP Opening Document Link in a Task
Time & Fee Recording
Timesheet Options Explained Creating a Time Entry Creating a Special Fee Reallocating Fees Creating a Fee Entry Setting Up Fee Estimate Warnings Searching for a Transaction Search Time and Fees Calling & Time Recording in LEAP Mobile Recording Time in LEAP Mobile Using FaceTime with LEAP Mobile LEAP Assistant Integration with Alexa Timesheet Getting Stuck at Loading or Freezing When Attempting to Enter a Time Entry. Billing Rates Not Updating in Timesheets
Office Accounting
Creating an Invoice Setting Up Xero with LEAP Creating a Trust to Office Transfer Online Invoicing Credits Ledger Creating a Cost Recovery About Linking to the General Ledger Creating an Office Payment Creating an Anticipated Payment Setting Up and Creating a Statement Mailing Comparing Xero Balances with LEAP Reports Requesting and Authorising a Payment Charging Interest on Overdue Invoices Using the General Ledger Link Reallocating Fees Creating a Split Invoice Setting Up MYOB AccountRight with LEAP Creating an Office Disbursement Journal Creating an Office Receipt About Xero Integration Setting Up Your General Ledger with LEAP Codes Creating an Invoice Advanced End of Financial Year Procedure - Office Account Financial Summary of a Matter Setting Up and Creating an Invoice Mailing
Trust Accounting
Interest Bearing Deposit Accounts and Transactions Reconciling Your Trust Account End of Month Procedure Creating a Trust to Office Transfer Creating a Trust Receipt Creating a Trust Payment Requesting and Authorising a Payment Protected Trust Funds Printing/Emailing Trust Ledgers and Statements Creating a Trust Journal Transfer End of Financial Year Procedure - Trust Accounting About Trust Accounting Financial Summary of a Matter Creating a Trust Bank Deposit LawConnect - Sharing Account Statements Searching for a Transaction Using the Trust Bank Account Register Setting Up Your Special Fund Account Creating a Transit Money Transaction Setting Your Opening Balances Setting Payment Limits for Your Staff How to Receipt the Movement of Funds After Closing Your Interest-Bearing Deposit Account Insufficient Security Permissions to Create This Transaction
Reports
AML Annual Report LEAP Reports: Overview and Functional Guide 10 Essential LEAP Reports Invoices Report Fee Earner Summary Report Fee Contributions & Recovery Report Statement of Account - Summary Aged Debtors Report Staff Invoiced Funds Report Aged WIP Report Staff Budgets Report Client Details Report Trust Statements Report Fee Earner Overview Report Statement of Account - Debtors Ledger Report Trust Bank Reconciliation Report Matter List Report Invoice Variance Report Fee Contributions & Recovery by Matter Type Report General End Of Month Report Fee Earner Performance Module Report Staff Time & Fees Activity Summary Report Firm Overview Report Card Details Report Account End of Month Report
Installing & Setting Up
Adding LEAP to Your Antivirus Exceptions List Application Settings - Staff Members LEAP Help Application Settings - Integrations Installing Power BI & LEAP Connector Application Settings - Overview Application Settings - Invoice Application Settings - Accounting Application Settings - Staff Subscriptions Application Settings - Task Lists LEAP Common Shortcut Keys and Functions Application Settings - Document Register Types and Document Numbering Application Settings - Activity Codes Downloading and Installing the LEAP Mobile App Updating LEAP Application Settings - Staff Budgets Application Settings - Matter Numbering Two-Factor Authentication (2FA) About LEAP Web Getting Started with LEAP About LEAP Mobile LEAP for Word Add-in Options and Settings for LEAP Mobile Offboarding Staff Members in LEAP What Happens When LEAP Performs Maintenance?
