Matter Management
Your Matter List Creating a Matter Archiving a Matter About Your Document Register The Status of Your Matters Recurring Matter Templates Editing Table Types About Document Packets Using Custom Fields Insufficient Access to a Selected Matter Matter Number is Stuck on TBA Using the Purchase Reconciliation About Your Power & Estate Register Printing Matter Info Using the Sale Reconciliation Viewing the History of a Matter LEAP Marketplace Document Packets Report Comparing Two Matter Versions Editing Table Types (Family Law) Calling & Time Recording in LEAP Mobile Customising Settlement Venues List Using FaceTime with LEAP Mobile Unable to Open Matters or Precedents Windows in LEAP PIAWE Calculator
Forms & Precedents
Creating Your Own Precedents Modifying an Existing Precedent Inserting Fields into Documents/Precedents Accessing and Opening Precedents LEAP for Word Add-in Adding or Removing a Christmas Message Precedent Folders Using Interactive PDFs Clause Library Managing Your Precedent Updates Creating and Editing Precedents in LEAP Mobile NSW - FAQs General - FAQs QLD - FAQs VIC - FAQs SA - FAQs WA - FAQs Insert a Signature Field into Letters and Precedents FED - FAQs TAS - FAQs ACT - FAQs How to Restore Orphan Precedents How Can I Update My Letterhead with the New Details in LEAP? WA - FAQs (Family Law) LEAP Could Not Find Any Wordbill Precedent. Please Set a Wordbill Precedent in the Precedent List
Correspondence
Resetting the Connection Between LEAP and Outlook LEAP Options in Outlook Explained Resetting the Connection Between LEAP and Word Modifying an Existing Precedent LawConnect - Sharing Documents Saving and Re-saving Emails to a Matter Inserting Fields into Documents/Precedents Correspondence Options Explained Exporting Documents LEAP Options in Word Explained Creating a New Email Saving PDFs to a Matter Scanning Documents to LEAP Importing a Document/Folder into a Matter Creating a Document/Letter for a Matter Converting Documents to PDF LEAP for Word Add-in Creating a New Document Type Searching for a Document Matter Details and Correspondence Sending an Email as a SMS About Mailing Lists Adding or Removing a Christmas Message Creating Folders for Documents Header Record Delimiter Errors in Word
Calendar & Tasks
The Status of Your Matters Adding Critical Dates Creating a Task Application Settings - Task Lists Creating a New Appointment Video Meetings in Zoom Video Meetings in Microsoft Teams Scheduling a New Meeting Troubleshooting Calendar and Tasks How to Enter Dates in LEAP Opening Document Link in a Task
AutoTime (Matter Activity Recording) & Online Invoice
How AutoTime (Matter Activity Recording) Works Enabling AutoTime (Matter Activity Recording) Viewing Recorded Activities AutoTime (Matter Activity Recording) - Frequently Asked Questions Application Settings - AutoTime (Matter Activity Recording) - Time Entry Settings Fee Earner Performance Module Report Creating an Invoice Cover Letter Sharing Online Invoices Application Settings - AutoTime (Matter Activity Recording) - Time Recording Bulk Share Online Invoices Grouping of Activities
Time & Fee Recording
Timesheet Options Explained Creating a Special Fee Creating a Time Entry Creating a Fee Entry Setting Up Fee Estimate Warnings Reallocating Fees LEAP Assistant Integration with Alexa Calling & Time Recording in LEAP Mobile Search Time and Fees Recording Time in LEAP Mobile Time and Fees Timesheet Getting Stuck at Loading or Freezing When Attempting to Enter a Time Entry Billing Rates Not Updating in Timesheets
Office Accounting
Creating an Invoice Setting Up Xero with LEAP Word Tax Invoice Customisation Credits Ledger Creating an Office Receipt Setting Up MYOB AccountRight with LEAP About Linking to the General Ledger Creating a Cost Recovery Creating an Office Payment Creating an Anticipated Payment Creating an Office Disbursement Journal About Xero Integration Requesting and Authorising a Payment Setting Up Your General Ledger with LEAP Codes Charging Interest on Overdue Invoices Using the General Ledger Link End of Financial Year Procedure - Office Account About MYOB AccountRight Integration Creating an Office Bank Deposit Creating a Trust to Office Transfer Printing and Setting a Format for Your Cheques Journals in MYOB or Xero Comparing Xero Balances with LEAP Reports Financial Summary of a Matter Setting Up and Creating a Statement Mailing
Trust Accounting
Reconciling Your Trust Account End of Month Procedure Creating a Trust Journal Transfer Creating a Trust Receipt Creating a Trust Payment Creating a Trust Bank Deposit About Trust Accounting Controlled Money/Trust Investment Accounts and Transactions Requesting and Authorising a Payment Printing/Emailing Trust Ledgers and Statements Protected Trust Funds Creating a Trust to Office Transfer Using the Trust Bank Account Register End of Financial Year Procedure - Trust Accounting Creating a Transit Money Transaction PEXA – Post Settlement Records Searching for a Transaction Power Money Accounts and Transactions Individual Receipts Not Appearing on the Bank Deposit Slip Transferring Money From a Controlled Money Account to a Term Deposit Account How to Receipt the Movement of Funds After Closing Your Controlled Money Account Insufficient Security Permissions to Create This Transaction
Reports
Available LEAP Reports 10 Essential LEAP Reports Invoices Report Trust Bank Reconciliation Report LEAP Reports: Overview and Functional Guide Trust Statements Report Aged Debtors Report Statement of Account - Debtors Ledger Report Client Details Report Statement of Account - Summary Trust Account Payments Cash Book Report Trust Trial Balance Report Aged WIP Report Fee Earner Overview Report Matter List Report Trust Account Receipts Cash Book Report Trust Bank Deposit Slip Report Fee Contributions & Recovery Report Card Details Report Pre-Billing Guides Report Archived Matters Report Fee Earner Summary Report Trust Ledger Report Account End of Month Report Staff Time & Fees Activity Summary Report
Installing & Setting Up
Adding LEAP to Your Antivirus Exceptions List Application Settings - Staff Members LEAP Help Installing LEAP Conveyancer on a New Computer Updating LEAP Multi-Factor Authentication (MFA) Application Settings - Matter Numbering Application Settings - Integrations Changing Your Password Application Settings - Bank Accounts Application Settings - Task Lists Setting Up Your General Ledger with LEAP Codes Application Settings - Staff Subscriptions LEAP for Word Add-in LEAP Common Shortcut Keys and Functions Application Settings - Staff Budgets Application Settings - Accounting About MYOB AccountRight Integration Application Settings - Activity Codes Getting Started with LEAP Installing Power BI & LEAP Connector LEAP System Tray Application Application Settings - Document Register Types and Document Numbering Application Settings - Invoice I've Forgotten My Password, What Do I Do?
