Several exciting updates have recently been made across cards and matter types to improve how information is captured and managed. Key improvements include:
- Card tabs: separating AML and Authorised Representatives tabs, along with the new Estate of salutation for deceased clients
- Estate matter type: clearer table groupings, updated fields, improved handling of information, and more accurate recording of estate details
- Compliance table: a more reliable and streamlined Compliance table reduces duplication and improves data accuracy
- Conveyancing table: Consolidation of Conveyancing details and Settlement details rolled into one simplified Conveyancing details table
- New table: called Alternative Dispute Resolution to help firms record ADR use in relevant matters
All improvements have been implemented to strengthen data quality across LEAP and to support future planned enhancements.
Read more about these improvements here or subscribe to LEAP Matter Type & Form Updates to receive regular notifications of updates.
