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Client Authorisation – new Interactive PDF

The Client authorisation (LL-FED-GEN-046) has now been released as an Interactive PDF.  This form will work in all matter types in all States/Territories.  This form is version 5.0 and will print in accordance with the Model Participation Rules.

Interactive PDF features include:

  • easily editable within the body of the form
  • no lengthy FILLINS just one dialog window for completion which is easily UPDATED
  • form reproduction is correct as the PDF is the authority’s form version
  • save the PDF directly to your file and simply UPDATE any changes in your matter from the LEAP toolbar within the PDF

The first time you use an Interactive PDF within your LEAP matter, you will need to open the LEAP toolbar in More Tools.

Please read this article on LEAP Community for more information on how to use an Interactive PDF including opening the LEAP toolbar.

IMPORTANT: There are some specific software requirements for this form to work correctly, including:

  • LEAP Version 1.17 must be installed; and
  • Adobe Acrobat Reader DC (which is a free version) must be installed.

Provide feedback on the new Interactive PDFs here.

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NT – Litigation court forms

A litigation profile review has been carried out to ensure that the Court forms work correctly when, not only acting for ALL Defendants, but also when acting for ONE Defendant where there are multiple Defendants i.e. acting for the Second Defendant but not the First Defendant, or acting for the First and Second Defendants but not the Third Defendant, etc.

The court forms for NT have therefore been re-coded where necessary to allow for more than one of each party using the mergefield Court__List_Parties, and a new mergefield COURT__Filed_for_role where required.  The forms affected are those listed below:

NT > Litigation > Local Court Litigation > LEAP Forms > Local Court
NT > Litigation > Supreme Court Litigation > LEAP Forms > Supreme Court Civil
NT > Litigation > Work Health Court > LEAP Forms > Work Health Court

MATTER SET UP:

Where there is more than one Defendant in the matter, complete as follows:
Client = Client
Other Side = Plaintiff
Other Side’s Solicitor = Plaintiff’s Solicitor

Edit Table Types and add the following Tables and Cards:
Defendant
Defendant’s Solicitor

A new subsidiary layout has been added entitled ‘Role’ which is associated with each party ie Plaintiff, Defendant and Third Party (where applicable).  This new layout determines who you are acting for i.e. the Second Defendant etc:

If you are acting for ALL Defendants or if there is only one Defendant in the matter, then complete the matter setup as normal.

This same rule applies for Third Parties, i.e. you could act for one or a multiple of Third Parties but not necessarily all Third Parties.  In this instance,  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

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

EXAMPLE MATTER SET UP:

Our client is Joanne Penelope Smithfield and she is the Third Defendant:

As we continually strive to make improvements to LEAP, please provide feedback here.

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New Matter Type – NT Civil and Administrative Tribunal

We are excited to announce we have created another new matter type for NT.  The Civil and Administrative Tribunal matter type is located as shown below:

This matter type covers all jurisdictions of NTCAT.

Within the matter there are two unique layouts for you to enter details to populate forms:

  • NTCAT Details;

  • Guardianship Details.

The LEAP Forms are located within Guides & Precedents as follows:

Please note when you are acting in a Guardianship matter, create your new LEAP matter as follows:
Client = Client
Other Side = Other Side

Once your matter has opened ensure the card details are as follows:
Client = Applicant
Other Side = Adult

We welcome your feedback on these improvements.  Please let us know if there are further forms you would like added.  To do so, please click here ensuring you state “Feedback on NT Civil and Administrative Matter Type” in details.

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FED – Immigration law – Information sheet

To assist clients in utilising the most out of the immigration matter types in LEAP, we have created an information sheet on How to complete an Immigration Law matter (accessible via the LEAP Community page).

The information sheet delves into the various immigration law matter types including:

  • Visa
  • Citizenship
  • Merits Review
  • Judicial Review
  • Ministerial Intervention
  • Immigration

Details of the main tables types and critical dates within these matter types have also been outlined in this information sheet.

     

For information sheets for how to complete other matter types, please visit the LEAP Community page.

 

 

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File Review Date – added to all Matter Types

The Content Team have added File Review Date to the Critical Date default scheme. This means this new Critical Date will appear in all new Matter Types created.

To obtain the new Critical Date in your existing matters, you will need to change the Matter Type and then change it back again, this will refresh the Date scheme.

The Critical Date default scheme now consists of:

• Instruction Date
• File Review Date
• Completion/Settlement Date
• Not Proceeding Date

Create an appointment for the File Review Date, or postpone the appointment directly from Calendar & Tasks:

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NT – Conveyancing Details layout improvements

The Conveyancing details layout has been updated to provide for Residential Withholding Tax payments on both sale and purchase matter types.  The “RW payment amount” will auto-calculate, based on the completed purchase price, for all items within the drop-down list which includes:

  • Fully taxable supply
  • Margin scheme
  • 10% of GST exclusive market value

When “10% of GST exclusive market value” applies, complete the “GST exclusive amount” to enable the “RW payment amount” to auto-calculate.

To compliment these changes, the GST Withholding notification date has been added to Critical Dates in Calendar & Tasks for both sale and purchase matter types.  For more information on setting Critical Dates appointments and Tasks, visit LEAP Communities.

Feedback can be provided on these improvements here.

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New Matter Type – NT Letters of Administration

We are excited to advise that we have created a new matter type for Northern Territory> Letters of Administration.  This new matter type is located as follows:

 

Within the matter there is a unique layout for ‘Estate Details’ which contains the following:

We welcome your feedback on these improvements.  To do so, please click here ensuring you state “Feedback on NT Letters of Administration Matter Type” in details.

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