Financial Statement App

06/05/2025
Knowledge

How To

Simplify, streamline and automate the financial statement data collection process.

Our best-in-class app provides your clients with an intuitive and secure space to send the information and documents needed to complete the matter. Returning later, your clients can provide further information, e.g. in the event their financial situations have changed.

Intuitive, secure online form for stress-free information collection
Reduce double-entry and save yourself time
Directly collaborate, and ensure everyone’s on the same page

How to Enable

From the LEAP Matter List, click the LEAP Menu > Marketplace.

The LEAP Marketplace will open in a new window.
From the All Apps section, select Financial Statement.
Click Enable.

How to Access

Open a Family Law matter.
Make sure you are on the Details & Correspondence tab.
Click Financial Statement.

The Financial Statement App will open in a new window.

You may have to click on More under Apps section if it is not visible.

Click to edit heading

For the first time only, the LEAP Financial Statement App will request permission to access some details required.

Click Allow to continue.

How to Share

Follow the prompts when you have opened the Financial Statement App.
Confirm your client's e-mail address.

Click to edit heading

You may change your client's e-mail address if it is different from the client's card.

Click Invite.

Your client will now be shared a LawConnect link to complete the Financial Statement form.

For more information about LawConnect, click here.

For Your Client to Complete

Click on the shared LawConnect link in the email to open the Financial Statement form.

Alternatively, your client can sign into LawConnect via https://app.lawconnect.com.au/, once signed in, click Financial Statement on the left-hand side of the page to open the form.
Fill in the necessary details for each step.
Click Next to progress to the next step.

You may click on any of the Step's name on the left-hand side to go to or return to those steps.
For the Supporting Documents step, you may upload documents and files to verify information provided.
Click Submit once complete.
Click Share Now to share the submitted form with your lawyer.

How to Review and Approve

When your client has completed and submitted the Financial Statement form, you will receive a prompt in LEAP Notifications.

Click to edit heading

You can also check the Financial Statement App directly to verify whether the client has completed the form.
From the LEAP Matter List, click the at the top-right corner of the window.

The Notifications will open in a new window.
Click on the prompt to open the relevant matter.

The Financial Statement App will open in a new window.
Review the submitted form.
You can click Hide empty sections to hide sections of the Financial Statement form that the client did not complete.

You may also click Client View or Summary View to switch between the different views of the Financial Statement form.
Click Save to Matter to approve the form.

Click to edit heading

You can also check the Financial Statement App directly to verify whether the client has completed the form.

Save to Matter

Open the matter.
Click Financial Statement.

The Financial Statement App will open in a new window.

You may have to click on More under Apps section if it is not visible.
Click Summary to view a summary of the Financial Statement form submitted by your client.
Select the type of Financial Statement precedent to automate the data received from your client.

The Family Law document(s) will automatically populate the data per the submitted form.
Click Save and Close to save the Family Law document into the matter's Correspondence List.

Last Modified Date

6/05/2025 11:07 am

Title

Financial Statement App

URL Name

Financial-Statement-App-AU

Resolution