Card and Matter Management

Card and Matter Management

Learn everything you need to know to navigate around LEAP and start creating cards and matters.

rate limit

Code not recognized.

What you will learn

Welcome to the LEAP University.  This course explains everything you need to know to begin to use LEAP Desktop, from navigation to creating cards and matters.  You'll understand the importance of accurate data entry, and how adding information to your matters is done so it can be used elsewhere when generating documents, using reports and creating financial postings.   We recommend everyone completes this course, as it provides you with the base knowledge you need to use LEAP Desktop successfully. 

Curriculum53 min

  • LEAP Overview 3 min
  • Navigating LEAP 7 min

    In this lesson we will take a tour of LEAP, from the matter list, through the matter screens, firm settings and reports.

  • The LEAP App Marketplace 3 min

    Learn how LEAP integrates with other party apps.

  • The Matter List 4 min
  • Cards
  • Cards 4 min
  • Creating a Card for a Person 4 min
  • Creating a Card for an Organisation 5 min
  • Matters
  • Creating a New Matter 6 min
  • Building a Matter - Private 5 min
  • Building a Matter - Criminal Legal Aid 4 min

    In this lesson, you will learn how to add additional information to your matters, such as adding other parties and case information for a criminal legal aid matter.  Once entered, this data can be reused in documents and used to submit successful monthly submissions to the Legal Aid Agency.

  • Recurring Matters 3 min

    This lesson show how to create recurring matter templates. These can be used to open new matters quickly where repetitive data is entered on a regular basis. 

  • Matter Management
  • Archiving 2 min

    Archiving matters in LEAP.

  • Matter History of Changes 2 min

    This lesson explains how to use the matter history of changes to identify when matter data was changed. 

  • Integrated Searching 2 min

    Through LEAP’s integration with Infotrack, you can easily order searches directly from your matter in a few clicks.  You will need an Infotrack account to use this feature.

  • Assessment

What you will learn

Welcome to the LEAP University.  This course explains everything you need to know to begin to use LEAP Desktop, from navigation to creating cards and matters.  You'll understand the importance of accurate data entry, and how adding information to your matters is done so it can be used elsewhere when generating documents, using reports and creating financial postings.   We recommend everyone completes this course, as it provides you with the base knowledge you need to use LEAP Desktop successfully. 

Curriculum53 min

  • LEAP Overview 3 min
  • Navigating LEAP 7 min

    In this lesson we will take a tour of LEAP, from the matter list, through the matter screens, firm settings and reports.

  • The LEAP App Marketplace 3 min

    Learn how LEAP integrates with other party apps.

  • The Matter List 4 min
  • Cards
  • Cards 4 min
  • Creating a Card for a Person 4 min
  • Creating a Card for an Organisation 5 min
  • Matters
  • Creating a New Matter 6 min
  • Building a Matter - Private 5 min
  • Building a Matter - Criminal Legal Aid 4 min

    In this lesson, you will learn how to add additional information to your matters, such as adding other parties and case information for a criminal legal aid matter.  Once entered, this data can be reused in documents and used to submit successful monthly submissions to the Legal Aid Agency.

  • Recurring Matters 3 min

    This lesson show how to create recurring matter templates. These can be used to open new matters quickly where repetitive data is entered on a regular basis. 

  • Matter Management
  • Archiving 2 min

    Archiving matters in LEAP.

  • Matter History of Changes 2 min

    This lesson explains how to use the matter history of changes to identify when matter data was changed. 

  • Integrated Searching 2 min

    Through LEAP’s integration with Infotrack, you can easily order searches directly from your matter in a few clicks.  You will need an Infotrack account to use this feature.

  • Assessment