Our New Total and Permanent Disability (TPD) Matter Type in LEAP

We are thrilled to announce an important update within the Personal Injury vertical at LEAP. We have now integrated the new and comprehensively updated matter type specifically for Total and Permanent Disability (TPD) claims.

What is the TPD Claim Matter Type?

A TPD claim is a complex legal process that allows individuals who can no longer work due to injury or illness to claim a lump sum payment from their superannuation fund. Handling these claims requires meticulous attention to detail, retrieval of documents and reports and strict adherence to appeal deadlines. The new LEAP matter type for a TPD Claim is a specialised digital file designed to manage every stage of the process with greater precision and efficiency than before.

Important: Please Use This New Matter Type for All TPD Claims

To ensure we are providing the most effective service, we ask your firm to note that this new, specialised TPD matter type should be used for all new TPD claims going forward.

Previously, firms may have used the more general 'Insurance Law', 'Disability Law' or ‘Personal Injury General Advice’ matter types for these claims. The new TPD matter type is purpose-built to come with tailored workflows, specific data fields, and automated documents that the general matter types lack. Using the correct matter type from the start is crucial for the streamlined management of your clients claim.

What’s New to Come? Key Benefits for Your Matter

This update will include more than just a new folder on our system; it's a significant step up to how you manage your client’s TPD claim. Here’s what the new matter type allows us to do:

• Up-to-Date, Automated Forms: Have access to the latest versions of all necessary forms and precedents with AFCA or the FCFCOA. The system can automatically populate these documents with your matter details, reducing administrative time and minimising the risk of errors. This includes:
  • Initial letters of instruction
  • Authority to release information forms
  • Complaint forms or Appeals
  • Medical report requests
• Enhanced Document Management: All your critical documents, such as medical records, expert reports, policy documents, and correspondence, are organised logically within the digital file. This means we can locate key information instantly when we need it.
• Critical Date Tracking: The system includes automated reminders for key dates and deadlines associated with your claim. This ensures that all necessary actions are taken in a timely manner, protecting your entitlements.
• Pre-Built Workflows: A pre-built workflow provides a standardised roadmap for each TPD claim, ensuring critical steps like evidence gathering and submission deadlines are consistently met, thereby reducing administrative errors. This efficiency empowers legal professionals to dedicate more time to client advocacy and ultimately driving the matter towards a successful resolution.

You can provide feedback on the matter type updates here.