LEAP Desktop: Card and Matter Management

LEAP Desktop: Card and Matter Management

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

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. 

Curriculum25 min

  • The Matter List 3 min
  • Cards 5 min
  • Creating a Card for a Person 4 min
  • Creating a Card for an Organisation 2 min
  • Creating a New Matter 5 min
  • Building a Matter 4 min
  • 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. 

Curriculum25 min

  • The Matter List 3 min
  • Cards 5 min
  • Creating a Card for a Person 4 min
  • Creating a Card for an Organisation 2 min
  • Creating a New Matter 5 min
  • Building a Matter 4 min
  • Assessment