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Matter Type Restructure – Custom Precedents

As previously mentioned in earlier communications, we commenced a restructure of matter types in LEAP on 18 August 2021.

We are now in the final stages of the matter type restructure and as part of this last phase, the following matter types will be relocated and/or removed as of 29 September 2021:

  • Miscellaneous (will be relocated out from the Other areas of law section)
  • ACT Chattel lease (will be removed)
  • ACT Units plan (will be removed)
  • NSW Building Contracts (as this was a duplicate matter type it will be removed)

If you currently have any custom precedents in these matter types, they will display as “orphan precedents” on 29 September and will not be associated to any particular matter type.

Your custom precedents WILL NOT be deleted due to the relocation or removal of matter types, they will simply require REASSIGNING to the new relevant matter type/location.

HOW TO REASSIGN ORPHAN CUSTOM PRECEDENTS

Search for your custom precedents in the Search bar. Once your custom precedents display in the Search results, drag your custom precedents to the relevant matter type folder on the left-hand side – this will now re-associate your custom precedents to the new target location. All shortcuts will also update automatically with the details of the new target location.

For more information or assistance, start a LiveChat with one of our dedicated HelpDesk consultants.

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Document Types – Updating mergefields to content controls – 23 September 2021

LEAP is committed to innovating our content to ensure we are at the forefront of Microsoft integration technology.

As this is our focus we will be updating our Document Types to content controls on Thursday, 23 September 2021.

You will not be affected by the updates but we recommend that you update your Document Types to content controls in due course.

Below is a link to our Help Centre with a step by step guide on how to update your Document Types.

How to edit an existing Document Type to update mergefields to content controls

If you require more information or assistance, please contact LEAP HelpDesk Live Chat or Log a Support Ticket.

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ACT – Personal Injury & Workers Compensation matter types new feature

We have recently added a new feature called Table relations to all ACT Personal Injury & Workers Compensation matter types.

Table relations provide smart association of related parties and/or relevant data through both cards and tables to ensure matter types are easier to complete.

Card table relations have been implemented for the ACT Personal Injury & Workers Compensation matters which will enable all related cards to be linked together.

Some common Personal Injury & Workers Compensation Table relations include Respondent, Respondent’s Solicitor and Respondent’s Insurer.

Some of these card tables are not Standard tables but are available in Other possible tables and when added to the matter through edit table types will link with the relevant related card or table.

This is particularly helpful in Personal Injury & Workers Compensation matter types when there is more than one Other side, Other side’s Solicitor or Other side’s Insurer – where applicable, it will now be easier to identify which Solicitor or Insurer table belongs is associated to the relevant Other side table.

If required, you can also edit table relations per matter by right clicking on the Matter Details and selecting Edit Table relations, you will then be presented with a list of relations to un-associate – simply untick any tables you wish to unlink.

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Conveyancing and Property – ARNECC form – Identifier Declaration – All States

The following form has been created for the purposes of ARNECC, being a Federal based form and this form has been shortcut to the appropriate locations for each state and territory:

  • Identifier Declaration [LL-FED-GEN-059]

The following forms have been replaced by the abovementioned form:

  • Identifier declaration [LL-ACT-PR-312]
  • Identifier declaration [LL-SA-PR-0078]

[Read more…] about Conveyancing and Property – ARNECC form – Identifier Declaration – All States

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Matter Type Restructure – commencing 18 August 2021

LEAP’s commitment to innovation and to providing the best legal practice management software means that we’re always looking for ways to improve.

Following research and requests, we are refining LEAP Matter Types with a restructure to ensure that you continue to have the best experience with content in LEAP.

Commencing 18 August 2021, this will be a gradual rollout of restructuring the location of matter types in new or existing top-level area of law folders.

It is important to note that the restructure will not affect your existing matters created in LEAP.

While this restructure is taking place, take advantage of the tools in LEAP that allow you to easily locate matters, including:

  • Assigning Favourite Matter Types 

Easily assign the matters that you use the most as favourite matter types so that they appear at the top of the matter type navigation pane. Matter type favourites can be assigned by each individual user and are not firm level specific.

  • Matter Type Search

The ‘search matter types’ bar in the navigation pane is the fastest way to find your matters in LEAP. Searching a key word will produce a list of all matter types containing that key word. From this list you can navigate directly to the matter type of your choice.

For more information or assistance, start a LiveChat with one of our dedicated HelpDesk consultants.

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Conveyancing and Property – Australian Taxation Office documents – All States

The following Australian Taxation Office (ATO) forms have been shortcut into the appropriate locations for each state and territory:

  • Foreign resident capital gains withholding clearance certificate application [LL-FED-GEN-039]
  • Foreign resident capital gains withholding rate variation application [LL-FED-GEN-038]
  • Foreign resident capital gains withholding purchaser payment notification [LL-FED-GEN-040]

[Read more…] about Conveyancing and Property – Australian Taxation Office documents – All States

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Conveyancing and Property – Settlement Adjustment Sheets – All States

The following forms have been relocated to the Conveyancing and Property > Settlement Documents folder for each state and territory:

  • Settlement Adjustment Sheet [LL-NSW-PR-686]
  • Settlement Adjustment Sheet (OLD) [LL-NSW-PR-642]
  • Settlement Statement [LL-QLD-PR-309]
  • Settlement Statement (OLD) [LL-QLD-PRP-276]
  • Statement of Adjustments [LL-VIC-PR-509]
  • Statement of Adjustments (OLD) [LL-VIC-PR-045]
  • Settlement Adjustment Sheet [LL-ACT-PR-314]
  • Settlement Adjustment Sheet (OLD) [LL-ACT-PR-301]
  • Settlement Adjustment Sheet [LL-TAS-PR-029]
  • Settlement Adjustment Sheet (OLD) [LL-TAS-PR-027]
  • Settlement Statement [LL-NT-PR-189]
  • Settlement Statement (OLD) [LL-NT-PR-0135]
  • Settlement Statement [LL-WA-PR-140]
  • Settlement Statement (OLD) [LL-WA-PR-100]
  • Settlement Statement [LL-SA-PR-131]
  • Settlement Statement (OLD) [LL-SA-PR-0084]

The following form has been replaced by the relevant form above:

  • Settlement Adjustment Sheet_2x [LL-NSW-PR686]

The Settlement Adjustment Sheet forms have also been shortcut to each states’ and territories’ Settlement Documents folder within the Business & Franchise > Purchase/Sale of Business and Business & Franchise > Agribusiness > Sale/Purchase of Rural Property folders.

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FED – Conveyancing & Property form

The following form has been updated:

  • Foreign resident capital gains withholding clearance certificate application [LL-FED-GEN-039]

The following form has been removed and replaced by the abovementioned form:

  • Foreign resident capital gains withholding clearance certificate application – Person 2 when 2 people 1 card [LL-FED-GEN-039A]

By having one form allows us to update any changes made by ARNECC to the forms immediately across all states.

IMPORTANT: these documents are now supported by using an add-in via Word called LEAP for Word.  When opening a form that is supported by the LEAP for Word add-in, you will be presented with a side panel which contains a series of questions or requests for information that will automate to that document.  Ensure you click Trust this add-in. The LEAP for Word add-in will then be automatically installed by Microsoft Office on your computer. This process is controlled by Microsoft Office and these prompts will not display once the LEAP for Word add-in is installed.

Once the LEAP for Word add-in is installed, you will then be presented  with the question as to who is the subscriber for electronic settlement – the answer selected will then automate the relevant details in the form:

 

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Conveyancing and Property – ARNECC form – Australian Embassy/High Commission/Consulate Identity and Witnessing Certification – All States

The following form has been created for the purposes of ARNECC being a Federal based form and this form has been shortcut to the appropriate locations for each state and territory:

  • Australian Embassy/High Commission/Consulate certification form [LL-FED-GEN-058]

The following forms have been replaced by the abovementioned form:

  • Australian Embassy/High Commission/Consulate certification form [LL-NSW-PR-672]
  • Identity – witnessing certification – Australian Embassy, Commission, Consulate – outside Australia [LL-ACT-PR-309]
  • Overseas certification [LL-VIC-PR-456]
  • Identity – witnessing certification – Australian Embassy, Commission, Consulate – outside Australia [LL-QLD-PR-291]
  • Identity – witnessing certification – Australian Embassy, Commission, Consulate – outside Australia [LL-SA-PR-0089]

[Read more…] about Conveyancing and Property – ARNECC form – Australian Embassy/High Commission/Consulate Identity and Witnessing Certification – All States