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QLD – new LEAP Document Manager forms

During the last quarter of FY19, the LEAP Content team have been working on a project to change the functionality behind our forms to use a Word App entitled LEAP Document Manager “LDM”.

This change is necessary to make our forms compatible with Word Online.  Over the next few months you will see this functionality become more frequently used in our forms.

Rest assured, from a user perspective, information contained within your LEAP Matter will still auto-populate directly into the LDM form, however, the functionality will be slightly different.  From a user perspective there will be –

  • No more pop up dialogs to answer questions.
  • Questions/information required (where relevant) will be contained in the LDM which is displayed in a side panel on the righthand side of your documents.

As we transition to the new LDM forms, the current versions will remain in LEAP for approximately one month for your use.  Therefore, each version of the form will have a separate precedent code, with the suffix of “LDM” in the form name.  We will notify you further when the current forms are to be deleted and the LDM versions will remain.

Please see the LEAP Community articles on ‘Using the LEAP Document Manager‘ and ‘Adding the ‘LEAP Document Manager to Word‘ .

This release of the new LDM forms include:

Area of Law Precedent Name Precedent Code
Supreme Court Litigation Affidavit_LDM LL-QLD-SCC-25
Care & Protection and Adoption Affidavit_LDM LL-QLD-CHC-10

This new functionality will make working with the forms easier from a user perspective.  We are happy to hear your comments regarding this new functionality, please provide any feedback here.

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VIC – new LEAP Document Manager forms

During the last quarter of FY19, the LEAP Content team have been working on a project to change the functionality behind our forms to use a Word App entitled LEAP Document Manager “LDM”.

This change is necessary to make our forms compatible with Word Online.  Over the next few months you will see this functionality become more frequently used in our forms.

Rest assured, from a user perspective, information contained within your LEAP Matter will still auto-populate directly into the LDM form, however, the functionality will be slightly different.  From a user perspective there will be –

  • No more pop up dialogs to answer questions.
  • Questions/information required (where relevant) will be contained in the LDM which is displayed in a side panel on the righthand side of your documents.

As we transition to the new LDM forms, the current versions will remain in LEAP for approximately one month for your use.  Therefore, each version of the form will have a separate precedent code, with the suffix of “LDM” in the form name.  We will notify you further when the current forms are to be deleted and the LDM versions will remain.

Please see the LEAP Community articles on ‘Using the LEAP Document Manager‘ and ‘Adding the ‘LEAP Document Manager to Word‘ .

This release of the new LDM forms include:

Area of Law Precedent Name Precedent Code
Magistrates Court Litigation Counterclaim_LDM LL-VIC-MC-0176
Criminal Offence Affidavit_LDM LL-VIC-MCCRIM-0028
Certificate identifying exhibit_LDM LL-VIC-MCCRIM-0029

This new functionality will make working with the forms easier from a user perspective.  We are happy to hear your comments regarding this new functionality, please provide any feedback here.

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VIC – Stewart Title Insurance

The following letters, bundles and StewartCONNECT application form have been updated –

  • Purchaser letter – fee (LL-VIC-PR-470)
  • Purchaser letter – no fee (LL-VIC-PR-473)
  • Bundle – Commercial (LL-VIC-PR-476)
  • Bundle – Home Buyer (LL-VIC-PR-477)
  • Bundle – Rural (LL-VIC-PR-478)
  • Bundle – Strata (LL-VIC-PR-479)
  • Bundle – Vacant land (LL-VIC-PR-480)
  • Premiums – Vic (LL-VIC-PR-482)
  • StewartCONNECT Application Form (LL-VIC-PR-481)

The following updated Brochures are now available –

  • 5 Reasons to use title insurance – Vic (LL-VIC-PR-483)
  • Managing risk in commercial property transactions – (Vic LL-VIC-PR-484)
  • Title insurance for home buyers – Vic (LL-VIC-PR-486)
  • Title insurance for home buyers of strata properties – Vic (LL-VIC-PR-488)
  • Title insurance for home owners – Vic (LL-VIC-PR-485)
  • Title insurance for rural property – Vic (LL-VIC-PR-487)
  • Title Insurance for vacant land – Vic (LL-VIC-PR-489)

New additions to this area in a new folder entitled ‘Claim Stories’, which includes the following brochures –

  • Alterations to apartment (LL-VIC-PR-490)
  • Encroachment council land (LL-VIC-PR-491)
  • Encroachment public road (LL-VIC-PR-492)
  • Fence and garage encroachment (LL-VIC-PR-493)
  • Non compliant drainage (LL-VIC-PR-494)
  • Non compliant planning permit apartment (LL-VIC-PR-495)
  • Non compliant windows (LL-VIC-PR-496)
  • Structure encroachment (LL-VIC-PR-497)
  • Sub floor encroachment (LL-VIC-PR-498)
  • Unapproved additions (LL-VIC-PR-499)
  • Unpaid levy (LL-VIC-PR-500)
  • Vacant land non compliant planning permit (LL-VIC-PR-501)

The following letters have been deleted at the request of Stewart Title Insurance –

  • Letter to client sending final policy (LL-VIC-PR-470)
  • Letter to client sending policy confirmation (LL-VIC-PR-471)

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QLD – Lexon – Significant Review and Updates

Lexon have undergone a review of the Conveyancing First Letters Protocol and associated tools, resulting in significant amendments to existing tools as well as the creation of new tools.

LEAP have added the new documents as well as amended the existing documents.  Below is a full list of all Lexon Conveyancing First Letters now available in LEAP for use from 1 July 2019:

Conveyancing First Letters

File Note (LL-QLD-CFL-118)
Call or Put and Call Option (LL-QLD-CFL-158) (new tool)
Conveyancing Protocol – Overview (LL-QLD-CFL-159) (new tool)

Buyer Commercial

1  Initial Contact Letter – Buyer Generic (LL-QLD-CFL-104)
2  Buyer Checklist Commercial (LL-QLD-CFL-120) (new tool)
3  Buyer File Note Commercial (LL-QLD-CFL-123) (new tool)
4  Buyer Letter Commercial (LL-QLD-CFL-054)
4a Buyer Questionnaire and Authority Commercial (LL-QLD-CFL-055)
4b Buyer To Do List Commercial (LL-QLD-CFL-056)
4c Buyer Booklet Commercial (LL-QLD-CFL-051)
4d Buyer Contract and Property Report Commercial (LL-QLD-CFL-052)
4e Buyer Searches List Commercial (LL-QLD-CFL-053)
5  Buyer Searches Worksheet Commercial (LL-QLD-CFL-125) (new tool)
6  First letter to Seller or Seller’s Representative Buyer Commercial (LL-QLD-CFL-124) (new tool)
7  Conditions – Advice to Client (LL-QLD-CFL-126) (new tool)
8  Conditions – Advice to Other Side (LL-QLD-CFL-127) (new tool)
9  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
10 Buyer Final Letter Commercial (LL-QLD-CFL-129) (new tool)
11 Buyer Searches List – Links to Searches Commercial (LL-QLD-CFL-095)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Buyer Off the Plan CTS

1  Initial Contact Letter – Buyer Generic (LL-QLD-CFL-104)
2  Buyer Checklist Off the Plan CTS (LL-QLD-CFL-136) (new tool)
3  Buyer File Note Off the Plan CTS (LL-QLD-CFL-137) (new tool)
4  Buyer Letter Off the Plan CTS (LL-QLD-CFL-058)
4a  Buyer Questionnaire and Authority Off the Plan CTS (LL-QLD-CFL-078)
4b  Buyer To Do List Off the Plan CTS (LL-QLD-CFL-079)
4c  Buyer Booklet Off the Plan CTS (LL-QLD-CFL-080)
4d  Buyer Contract and Property Report Off the Plan CTS (LL-QLD-CFL-081)
4e  Buyer Searches List Off the Plan CTS (LL-QLD-CFL-057)
5 Buyer Searches Worksheet Off the Plan CTS (LL-QLD-CFL-138)
6  First letter to Seller or Seller’s Representative Off the Plan CTS (LL-QLD-CFL-139) (new tool)
7  Conditions – Advice to Client Off the Plan CTS (LL-QLD-CFL-140) (new tool)
8  Conditions – Letter to Other Side Off the Plan CTS (LL-QLD-CFL-141) (new tool)
9  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
10  Buyer Final Letter Off the Plan CTS (LL-QLD-CFL-142) (new tool)
11  Buyer Searches List – Links to Searches Off the Plan CTS (LL-QLD-CFL-093)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Buyer Off the Plan Vacant Land (Non-CTS)

1  Initial Contact Letter – Buyer Generic (LL-QLD-CFL-104)
2  Buyer Checklist Off the Plan vacant land (non-CTS) (LL-QLD-CFL-151) (new tool)
3  Buyer File Note Off the Plan vacant land (non-CTS) (LL-QLD-CFL-152) (new tool)
4  Buyer Letter Off the Plan vacant land (non-CTS) (LL-QLD-CFL-086)
4a  Buyer Questionnaire and Authority Off the Plan vacant land (non-CTS) (LL-QLD-CFL-084)
4b  Buyer To Do List Off the Plan vacant land (non-CTS) (LL-QLD-CFL-085)
4c  Buyer Booklet Off the Plan vacant land (non-CTS) (LL-QLD-CFL-083)
4d  Buyer Contract and Property Report Off the Plan vacant land (non-CTS) (LL-QLD-CFL-082)
4e  Buyer Searches List Off the Plan vacant land (non-CTS) (LL-QLD-CFL-087)
5 Buyer Searches Worksheet Off the Plan vacant land (non-CTS) (LL-QLD-CFL-153) (new tool)
6  First letter to Seller or Seller’s Representative Off the Plan vacant land (non-CTS) (LL-QLD-CFL-154) (new tool)
7  Conditions – Advice to Client Off the Plan vacant land (non-CTS) (LL-QLD-CFL-155) (new tool)
8  Conditions – Letter to Other Side Off the Plan vacant land (non-CTS) (LL-QLD-CFL-156) (new tool)
9  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
10  Buyer Final Letter Off the Plan vacant land (non-CTS) (LL-QLD-CFL-157) (new tool)
11  Buyer Searches List – Links to Searches Off the Plan vacant land (non-CTS) (LL-QLD-CFL-094)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Buyer Residential

1  Initial Contact Letter – Buyer Residential (LL-QLD-CFL-088)
2  Buyer Checklist Residential (LL-QLD-CFL-096)
3  Buyer File Note Residential (LL-QLD-CFL-094)
4  Buyer Letter Residential (LL-QLD-CFL-063)
4a  Buyer Questionnaire and Authority Residential (LL-QLD-CFL-064)
4b  Buyer To Do List Residential (LL-QLD-CFL-065)
4c  Buyer Booklet Residential (LL-QLD-CFL-060)
4d  Buyer Contract and Property Report Residential (LL-QLD-CFL-061)
4e  Buyer Searches List Residential (LL-QLD-CFL-062)
5  Buyer Searches Worksheet Residential (LL-QLD-CFL-095)
6  First letter to Seller or Seller’s Representative Buyer Residential (LL-QLD-CFL-143) (new tool)
7  Conditions – Advice to Client Buyer Residential (LL-QLD-CFL-144) (new tool)
8  Conditions – Letter to Other Side Buyer Residential (LL-QLD-CFL-145) (new tool)
9  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
10  Buyer Final Letter Residential (LL-QLD-CFL-105)
11 Buyer Searches List – Links to Searches Residential (LL-QLD-CFL-091)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Seller Residential

1  Seller Initial Contact Letter Residential (LL-QLD-CFL-091)
2  Seller Checklist Residential (LL-QLD-CFL-099)
3  Seller File Note Residential (LL-QLD-CFL-097)
4  Seller Letter Residential (LL-QLD-CFL-075)
4a  Seller Questionnaire and Authority Residential (LL-QLD-CFL-076)
4b  Seller To Do List Residential (LL-QLD-CFL-077)
4c  Seller Booklet Residential (LL-QLD-CFL-072)
4d  Seller Contract and Property Report Residential (LL-QLD-CFL-073)
4e  Seller Searches List Residential (LL-QLD-CFL-074)
5  Seller Searches Worksheet Residential (LL-QLD-CFL-098)
6  First letter to Buyer or Buyer’s Representative Seller Residential (LL-QLD-CFL-150) (new tool)
7  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
8  Seller Final Letter Residential (LL-QLD-CFL-106)
9  Seller Searches List – Links to Searches Residential (LL-QLD-CFL-092)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Seller Commercial

1  Seller Initial Contact Letter Commercial (LL-QLD-CFL-092)
2  Seller Checklist Commercial (LL-QLD-CFL-146) (new tool)
3  Seller File Note Commercial (LL-QLD-CFL-147) (new tool)
4  Seller Letter Commercial (LL-QLD-CFL-069)
4a  Seller Questionnaire and Authority Commercial (LL-QLD-CFL-070)
4b  Seller To Do List Commercial (LL-QLD-CFL-071)
4c  Seller Booklet Commercial (LL-QLD-CFL-066)
4d  Seller Contract and Property Report Commercial (LL-QLD-CFL-067)
4e  Seller Searches List Commercial (LL-QLD-CFL-068)
5  Seller Searches Worksheet Commercial (LL-QLD-CFL-147) (new tool)
6  First letter to Buyer or Buyer’s Representative Seller Commercial (LL-QLD-CFL-148) (new tool)
7  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
8  Seller Final Letter Commercial (LL-QLD-CFL-149) (new tool)
9  Seller Searches List – Links to Searches Commercial (LL-QLD-CFL-090)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Developer CTS

1  Developer Checklist – Community Titles Scheme Development (LL-QLD-CFL-103)
2  CTS Developer Initial Letter (LL-QLD-CFL-111)
2a  CTS Developer Questionnaire and  Authority (LL-QLD-CFL-112)
2b  To Do List CTS (Developer) (LL-QLD-CFL-108)
2c  To Do List CTS (BC Manager) (LL-QLD-CFL-110)
2d  To Do List CTS (Surveyor) (LL-QLD-CFL-109)
2e  CTS Development Booklet (LL-QLD-CFL-107)
2f  CTS Developer Document Report (LL-QLD-CFL-113)
3  Developer Checklist – Off the Plan (LL-QLD-CFL-100)
4  Development Sale Schedule (LL-QLD-CFL-101)
5  Extension Letters – Advise, Request & Respond (LL-QLD-CFL-128) (new tool)
6  Developer Settlement Schedule (LL-QLD-CFL-102)
CTS Development Pack Guide (LL-QLD-CFL-131) (new tool)
Lexon – Client Cyber Alert (LL-QLD-CFL-119)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122)
Verification of Identity Checklist (LL-QLD-CFL-130)

Developer LSA (new tool)

Checklist – Off the plan – non CTS Developer (LL-QLD-CFL-133) (new tool)
Checklist – non CTS Developer (LL-QLD-CFL-132) (new tool)
Development Sale Schedule – non CTS Developer (LL-QLD-CFL-134) (new tool)
Settlement Schedule – non CTS Developer (LL-QLD-CFL-135) (new tool)
Lexon – Client Cyber Alert (LL-QLD-CFL-119) (new tool)
Lexon LastCheck – Property – ADL Contract (LL-QLD-CFL-121) (new tool)
Lexon LastCheck – Property – Sale Contract (LL-QLD-CFL-122) (new tool)
Verification of Identity Checklist (LL-QLD-CFL-130) (new tool)

 

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QLD – Rural Law – Water Allocation/Licence

The following forms are now available in LEAP:

  • Form WsF163 – Application for a water licence (LL-QLD-RW-001);
  • Form W2F006 – Application for licence to interfere with the course of flow (LL-QLD-RW-002);
  • Form W2F162 – Application for transfer of water licence or interim water allocation (LL-QLD-RW-003);
  • Form W2F125 – Application to relocate all or part of a water licence (LL-QLD-RW-004);
  • Form W2F048 – Transfer notice (Notice of intention to proceed with application to relocate a water licence (LL-QLD-RW-005).

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SA – Litigation – Civil – When acting for one (or more) of multiple defendants

A subsidiary data entry form or ‘layout’ entitled ‘Role’ has been attached to Plaintiff/Defendant/Applicant/Respondent/Third Party Cards to help determine who ‘Our Client’ is in circumstances where there are multiple parties in a matter.

Acting for ONLY one Defendant

If there is only one Defendant in the matter and they are your client, in the matter type you should choose the following:

Client = Defendant
Other Side = Plaintiff
Other Side’s Solicitor = Plaintiff’s Solicitor

Acting for multiple Defendants

Acting for an individual Defendant or more than one Defendant, i.e.:

  • Multiple Defendants – you act for one Defendant who is not the First Defendant;
  • Multiple Defendants (e.g. three Defendants) – act for two of those Defendants (e.g. the Second and Third Defendants).

When setting up parties in the matter you would choose the following:

Client = Client
Other Side = Plaintiff
Other Side’s Solicitor= Plaintiff’s Solicitors

Once your matter is created, the ‘Client’ card will appear and you need to enter your Client(s) details.

Important Note: You need to add ‘Defendant’ and ‘Defendant’s Solicitors’ cards to your matter by Editing Table Types. Once these cards have been added and positioned in your matter, you will need to add ALL of the parties and their Solicitor(s) in the order they appear in the originating process.

Once each Defendant(s) and Plaintiff(s) card details are entered, a subsidiary table called ‘Role’ will appear.  Choose Yes or No from the dropdown list next to ‘Is this your client?’ Repeat this for each party.

The diagram below shows ‘Peter Johnstone’ has been entered as the ‘Client’ and again as ‘Defendant 2’. You also need to enter your firm’s details again in ‘Defendant’s Solicitor 2’ card.

You can add multiple clients.

Acting for a Third Party

The same rules apply for Third Parties (i.e. act for one or multiple Third Parties but not necessarily all Third Parties).  The parties would be set up as follows:

Client = Client
Other Side = Defendant
Other Side’s Solicitor = Defendant’s Solicitor

Edit Table Types and add the following Tables and Cards:

Plaintiff
Plaintiff’s Solicitor
Third Party
Third Party’s Solicitor

Add the Third Parties in the order they appear in the Third Party Notice (i.e. if your client is the Second Third Party, replicate the Client Card and ensure your Firm Details are added as the Second Third Party’s Solicitor).

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VIC – Children’s Court of Victoria

Recent changes have been made to the summons documents at the Children’s Court of Victoria.  The form previously known as ‘Witness Summons’ has been replaced with the three forms listed below –

  • Witness summons to attend to give evidence – Form 41 (LL-VIC-CHC-017)
  • Witness summons to produce – Form 41a (LL-VIC-CHC-029)
  • Witness summons to produce and to attend to give evidence – Form 41b (LL-VIC-CHC-030)

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QLD – New Matter Category – Rural Law / Agribusiness

LEAP are happy to announce that with help from our clients, a new matter category has been created entitled Rural Law / Agribusiness.

Under Rural Law/ Agribusiness we have created four new matter types:

  • Purchase of Rural Property;
  • Sale of Rural Property
  • Water Licence; and
  • Water Allocation.

These matter types can be found under ‘Other Areas of Law > Rural Law / Agribusiness’.

Purchase and Sale of Rural Property

The Purchase and Sale of Rural Property matter types have been created using client feedback and are based on the ‘Sale of Business’ and ‘Purchase of Business’ matter types with a few changes such as:

New Layout – Assets/Property

This layout is to capture the different aspects of property that can be sold/purchased with rural property and includes options such as:

  • Tools of trade;
  • Stock-in-trade;
  • Plant & Equipment;
  • Fixtures & Fittings;
  • Leasehold & Licences;
  • Brands / Ear tags;
  • Permit to occupy
  • Goodwill;
  • Livestock;
  • Encumbrances.

Each of these tabs have a similar functionality which allows the operator to capture information and the value of each item such as:

Also when moving back to the ‘Summary’ tab (which is the first on the layout), a calculation has been created which calculates the value of the figures on the individual tabs and then display those figures like so:

When closing this layout the ‘Total assets’ figure will display on the matter:

We have kept the Calendar & Tasks dates the same as the Sale and Purchase of Business however a couple of extras have been included due to client feedback which are:

  • Ministerial Consent Date
  • Muster Date
  • PPSR Registration Date

All of which have confirmation tickboxes.

Water Licence and Water Allocation

The Water Licence and Water Allocation matter types have also been created from client feedback and use the QLD Property layout with some additional tabs for clients to enter water information.

The new layouts for Water Licence are as follows:

Water Licence App

Water Licence App 2

Licence Info / Comments

The new layouts for Water Allocation are as follows:

Water Information

Water Info 2

Water Meter Information

Miscellaneous

The Water Licence Calendar & Tasks have additional dates as follows:

  • Ministerial Consent Date
  • PPSR Registration Date

The Water Allocation Calendar & Tasks dates are the same with Water Allocation Dealing Certificate Expiry Date also included.

All have confirmation tickboxes.

This new area of law is very exciting and presently is only available for Queensland, however we will be moving forward into New South Wales and Victoria later this year.

For our Queensland clients if you have any feedback that you would like to make regarding either of these new matter types, or some further matter types for Rural Law, the Content team would be interested to hear from you.  We would also like your feedback as to any forms (ie water licence/allocation forms) that you require us to create and code for use with these matters.  Please email content@leap.com.au and we shall be in touch shortly.

Filed Under: QLD

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