Matter Management
Your Matter List About Your Document Register Creating a Matter Archiving a Matter Matter Details and Correspondence Editing Table Types Recurring Matter Templates The Status of Your Matters About Document Packets Using Custom Fields Printing Matter Info Creating an Estate Account Financial Summary of a Matter Reallocating Fees Viewing the History of a Matter Document Packets Report Using FaceTime with LEAP Mobile Comparing Two Matter Versions Completing Your Matter - the Importance of Entering in the Data Unable to Locate Documents in a Matter Unable to Open Matters or Precedents Windows in LEAP 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 You Do Not Have Security Access When Creating Matters in LEAP
Forms & Precedents
Matter and Form Information Guides Inserting Fields into Documents/Precedents Using Interactive PDFs Creating Your Own Precedents LEAP for Word Add-in Accessing and Opening Precedents Creating and Editing Precedents in LEAP Mobile Precedent Folders Word Tax Invoice Customisation Managing Precedent Updates Adding or Removing a Christmas Message Clause Library Legal Rates What is Content? Completing Your Matter - the Importance of Entering in the Data How to Request a New Form Feedback on Content 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 Inserting Fields into a Precedent for Use Across Multiple Matters How Can I Update My Letterhead with the New Details in LEAP? Missing Body Bookmark LEAP Could Not Find Any Wordbill Precedent. Please Set a Wordbill Precedent in the Precedent List
Correspondence
Saving and Re-saving Emails to a Matter Creating a New Email About Your Document Register Correspondence Options Explained Creating a Document/Letter for a Matter LEAP Options in Outlook Explained Resetting the Connection Between LEAP and Outlook Inserting Fields into Documents/Precedents Using Interactive PDFs LawConnect - Sharing Documents Importing a Document/Folder into a Matter LawConnect - Sharing Folders Matter Details and Correspondence Creating a New Document Type Converting Documents to PDF Scanning Documents to LEAP LEAP for Word Add-in Creating a Comment LEAP Options in Word Explained Downloading and Setting Up the Microsoft Word App on LEAP Mobile Searching for a Document Printing to a Matter from an External Source Saving PDFs to a Matter Creating and Editing Precedents in LEAP Mobile Exporting Documents
Calendar & Tasks
Creating a Task Application Settings - Task Lists Adding Critical Dates The Status of Your Matters Creating a New Appointment Video Meetings in Microsoft Teams Scheduling a New Meeting Video Meetings in Zoom Troubleshooting Calendar and Tasks How to Enter Dates in LEAP Opening Document Link in a Task
Office Accounting
Printing and Setting a Format for Your Cheques Creating an Invoice Credits Ledger Setting Up Xero with LEAP Creating a Client to Office Transfer Xero Journal Exports (Cash) Creating a Fee Entry Creating an Office Payment Balancing LEAP and QuickBooks or Xero Xero Journal Exports (Hybrid) Creating an Office Disbursement Journal Xero Journal Exports (Accruals) Creating a Cost Recovery About Linking to the Nominal Ledger Creating an Office Receipt Using the Nominal Ledger Link Billing Categories End of Financial Year Procedure - Office Account Word Tax Invoice Customisation Requesting and Authorising a Payment Creating an Anticipated Payment Modifying the Invoice Template Journals in Xero Financial Summary of a Matter LawConnect - Sharing Account Statements
Client Accounting
Creating a Client to Office Transfer Reconciling Your Client Funds Account Creating a Client Funds Journal Transfer Creating a Client Funds Receipt End of Month Procedure Creating a Client Funds Payment Interest Calculator Controlled Trust Accounts and Transactions Using the Client Bank Account Register Creating a Client Funds Bank Deposit Requesting and Authorising a Payment Protected Client Funds Financial Summary of a Matter LawConnect - Sharing Account Statements About Client Funds Client Receipt Requests Searching for a Transaction Setting Payment Limits for Your Staff Setting Up Your Client Funds Administration Matter
Reports
Available LEAP Reports Client Accounts Bank Reconciliation Report Matter List Report Download Receipts Report Client Accounts Ledger Report Combined Matter Ledger with Balances Report Compliance Report Client Account Statements Report LEAP Reports: Overview and Functional Guide Bank Deposit Slips Report Invoices Report Controlled Trust Accounts Statement Report Archived Matters Report Aged Debtors Report Matter Balances Report Statement of Account - Debtors Ledger Report Nominal Ledger Movements Report Aged WIP Report Pre Billing Guides Report Client Payments Cash Book Report Critical Dates Report Client Account End of Month Report Download Invoices Report Client Receipts Cash Book Report Client Accounts Trial Balance Report
Installing & Setting Up
LEAP Help Application Settings - Integrations Application Settings - Staff Members Application Settings - Accounting Adding LEAP to Your Antivirus Exceptions List Updating LEAP Application Settings - Invoice Application Settings - Task Lists Downloading and Installing the LEAP Mobile App Application Settings - Matter Numbering LEAP for Word Add-in Options and Settings for LEAP Mobile About Xero Integration Downloading and Setting Up the Microsoft Word App on LEAP Mobile Application Settings - Activity Codes Temporary VAT Rate Change Application Settings - Bank Accounts Getting Started with LEAP LEAP System Tray Application Two-Factor Authentication (2FA) Application Settings - Nominal Ledger About LEAP Mobile Application Settings - Overview Billing Categories Changing Your Password
