Setting up your matters, cards and documents

Setting up your matters, cards and documents

This course explains how to set up LEAP and your matters to be compliant with the Standard

About this course

This course explains how to set up LEAP, your matters and your cards to be compliance with the LEAP Best Practice Standard for Family.

Curriculum

  • Setting up your matter
  • Capturing client information accurately
  • The importance of Compliance
  • What you need to tell your client
  • Editing Precedents
  • Adding digital signatures to Precedents

About this course

This course explains how to set up LEAP, your matters and your cards to be compliance with the LEAP Best Practice Standard for Family.

Curriculum

  • Setting up your matter
  • Capturing client information accurately
  • The importance of Compliance
  • What you need to tell your client
  • Editing Precedents
  • Adding digital signatures to Precedents