Linked Matters App - Help Guide

23/10/2025
Knowledge

How To

COMING SOON

This information sheet has been created to assist you with using the Linked Matters App in LEAP, an app designed to facilitate swift navigation between related matters within your LEAP account.

The app allows you to link multiple matters that are related, and move between matters without returning to the matter list.

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 Linked Matters.
Click Enable.

How to Access

From the LEAP Matter List, open one of the matters you wish to link with another matter.
The Linked Matters App will appear in ribbon of the Details & Correspondence tab.
Click the Linked Matters app to launch.

Create a Link Between Matters

Once the app is open, click Create New Link.
Click the Matter selector button, and locate the matter which you wish to link.

Click to edit heading

If the matter is already linked to other matters, you will be asked whether you want to also link your primary matter to these other matters.

Once you have selected the matter, select a label for the Link from the drop-down menu.
Click Link & Close.

Navigate Between Matters

To navigate from one linked matter to another, double-click the matter you wish to open.

Edit a Link

Click the 3 dots next to the link you want to change and select Edit.
This will reopen the Link so that you can change the Label previously selected.

Delete a Link

Click the 3 dots icon next to the Link you want to change, and select Delete.

Click to edit heading

Once a Link has been deleted, you cannot recover the link. You will need to re-create the link by following the steps in Create a Link Between Matters.

Edit Your List of Labels

Open the Linked Matters app and select New Link.
Select a matter to be linked by following the steps in Create a Link Between Matters above.

Click to edit heading

The Standard List is not editable. To create or delete items, you will need to access the Custom List.

Navigate to the Custom List.
Click the + icon.
Type the name of the new Label.
Click anywhere in the Custom List.

The new Label has now been added to the Custom List.
Click Save.

The newly created Label has now been applied to the Link you are able to create, and can be used for future Links.

Delete a Custom Label

Open the Linked Matters app and select New Link.
Select a matter to be linked by following the steps in Create a Link Between Matters above.
Navigate to the Custom List.
Select the Label you wish to delete.
Click the Bin icon to delete.
Click the X icon or Cancel to leave the window.

Last Modified Date

23/10/2025 12:18 pm

Title

Linked Matters App - Help Guide

URL Name

Linked-Matters-App-Help-Guide-AU

Resolution