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Important changes to your Sale and Purchase matter types

We have made some necessary changes to your Sale and Purchase matter types for improved efficiency in your conveyancing matters.

Why?

We are continuing to work on a large project to change the functionality behind our forms to use our Word App entitled LEAP Document Manager (LDM).  This change is necessary to make our forms compatible with Word Online.

These changes are in preparation of future enhancements to our LDM versions of the Settlement Adjustment Sheets/Statement of Adjustments (SAS), with the NSW SAS LDM due for release firstly shortly.  Keep an eye on the Forms Blog for release notification.  These enhanced versions will contain a time-efficient two-way write back functionality, whereby Directions (cheques) created within the LDM will automate directly to your LEAP matter and vice versa.

The write back functionality can however only map to ONE location in your LEAP matter and that is the relevant Sale / Purchase Reconciliation table.  The Cheque Details table will therefore no longer default to any newly created matters.

Why write back to the Reconciliation table and NOT the Cheque details table?

  • To allow for future enhancements such as the SAS’s being rewritten as LDMs
  • Less duplication as Directions only need to be entered once regardless of who they are being requested from – previously you had to re-enter them in up to 3 different tabs (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client) now you simply select from a dropdown list “Funds to be drawn by” and select the option Bank, Client, or Trust
  • Unlike the Cheque Details layout, there is no limit in the Reconciliation table to the number of Directions that can be entered, essential for simultaneous settlements
  • All Reconciliation table entries you make automate into forms and By Lawyers’ precedents, with the ability to distinguish items such as Costs & Disbursements, Stamp duty etc. This wasn’t previously possible in the Cheque Details table
  • The Reconciliation table can be used as a full Statement rather than just an adjustment sheet for apportionable items between the parties, again with the ability to distinguish which Directions are Costs & Disbursements, Stamp duty etc
  • Items such as Costs & Disbursements and Miscellaneous items in the Reconciliation table are customisable as to your preferred description/wording
  • Standard entries can be set within Recurring Matter templates i.e. fixed price conveyancing fees and disbursements

What happens for existing matters where data is entered in Cheque Details table?

  • A script has been written in 2x that will move any Directions that have been entered in the Cheque Details table to the relevant Reconciliation table
  • The script will also test if the Settlement Details table is empty. If so, it will move the Time and Venue data completed in the Cheque Details table to the Settlement Details table
  • The script will ensure you do not need to re-enter any data anywhere
  • The script will then remove the empty Cheque Details table

What will you now see?

  • Should there be instances where you have entered Directions in both the Cheque Details and Reconciliation table, Directions from the Cheque Details will be added to the Reconciliation table with an Alert to ask you to verify your entries
  • When you first open the existing Sale and Purchase matter (that had Directions entered in the Cheque details), you will receive the following Alert:

Why do you need to verify your Directions in the Reconciliation table?

  • The location of the 3 different tabs in Cheque details no longer exists (Cheques requested by Vendor, Cheques requested from Mortgagee, Cheques requested from Client)
  • Instead you enter who the Directions are being requested from through the dropdown list “Funds to be drawn by”
  • As the options in Cheque Details and Reconciliation table are not identical, we are unable to map to this dropdown list section of the Reconciliation table from data that was previously completed differently
  • Rather you must open the Direction item that has been moved and reselect the relevant option, Bank, Client or Trust.

In addition, the enhanced SAS LDM versions will contain a Direction summary including (amongst other things), the “Funds to be drawn by” list:

Important Note:

Any of your existing Recurring Matter templates using the Cheque Details table will need to be updated to the relevant Sale / Purchase Reconciliation table

 

 

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NT – Domestic Violence Forms

The following forms have been updated:

  • Affidavit – Domestic violence (PD30) (LL-NT-CRIM-064)
  • Affidavit – Domestic violence (PD37.3) (LL-NT-CRIM-086) – New Form
  • Application for domestic violence order (LL-NT-CRIM-065)
  • Application to vary or revoke domestic violence order (LL-NT-CRIM-066)
  • Service Information Form (LL-NT-CRIM-069)

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NT – NTCAT New Forms

We are pleased to announce the five new forms have been added to this matter type.  They are as follows:

  • Form AG8 – Application regarding health care action under the Advance Personal Planning Act (LL-NT-NTCAT-16)
  • Form AG8A – Other Application under the Advance Personal Planning Act (LL-NT-NTCAT-17)
  • Form AG9 – Asset management plan (LL-NT-NTCAT-18)
  • Form AG10 – Financial statement (LL-NT NTCAT-19)
  • Litigation search order (LL-NT -NTCAT-20)

These forms are available in the LEAP Forms Folder>NTCAT>Administrative Forms, and the Guardianship Forms folders.

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NT – Property

The following forms have been updated:

  • Authority to access building records (LL-NT-PR-0119)
  • Form 1 – Landlord’s and Tenant’s Disclosure Statement (LL-NT-PR-0178)
  • Form F-HI-017 – BuildBonus vendor (individual) declaration – purchase of a new home (LL-NT-PR-0181)
  • Form F-HI-018 – BuildBons vendor (company) declaration – new residence (LL-NT-PR-0180)
  • Form F-HI-019 – Stamp duty application form (LL-NT-PR-0182)

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Loan Agreement – new matter type

Following client requests, a new Loan Agreement matter type has been added to all jurisdictions and is located in the following folders:

  • Conveyancing & Property > Mortgages > Loan Agreement (defaults to acting for the borrower)
  • Other Areas of Law > Banking & Finance > Mortgages > Loan Agreement (defaults to acting for the lender)

Loan Details table

The loan details table has been created to specifically provide the necessary fields for no security loan agreement precedents.  All these fields will automate into these precedents:

Guarantor’s subsidiary layout

When a card is entered in the guarantor’s table, a guarantor’s subsidiary layout will appear for completion.  Again, all these fields will automate into the no security loan agreement precedents:

Critical Dates

The following critical dates have been assigned as defaults to this matter type:

  • Instruction date
  • Loan agreement executed
  • Date advance anticipated
  • Funding date
  • Final instalment due
  • File review date
  • Completion / Settlement Date
  • Not proceeding date

Folders and Forms Added

The necessary LEAP folders have been created and/or shortcut to each jurisdiction (where applicable) including:

  • Initial File Setup
  • Verification of Identity
  • Relevant Revenue Office
  • Relevant Land Titles Office
  • Legal Profession Uniform Legal Practice Rule forms

A new file cover sheet has been added for each jurisdiction as follows:

  • File cover sheet – Loan agreement [LL-NSW-GEN-0082]
  • File cover sheet – Loan agreement [LL-VIC-GEN-039]
  • File cover sheet – Loan agreement [LL-QLD-GEN-027]
  • File cover sheet – Loan agreement [LL-SA-GEN-001]
  • File cover sheet – Loan agreement [LL-ACT-GEN-002]
  • File cover sheet – Loan agreement [LL-WA-GEN-007]
  • File cover sheet – Loan agreement [LL-NT-GEN-001]
  • File cover sheet – Loan agreement [LL-TAS-GEN-008]

If you would like to provide feedback on the new matter type, or request new forms or precedents, please email the content team at content@leap.com.au

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NT – Local Court Forms

The following forms have been updated:

  • Transcript order form – Local Court (LL-NT-LCCI-100)
  • Form 7C – Originating application between parties (LL-NT-LCCI-054)
  • Form 7F – Originating application between parties when early hearing required (LL-NT-LCCI-055)
  • Form 23A – Summons to give evidence (LL-NT-LCCI-062)
  • Form 23B – Summons for production of documents (LL-NT-LCCI-059)
  • Form 23C – Summons to corporation for production of documents (LL-NT-LCCI-061)
  • Form 38A – Summons for taxation of costs (LL-NT-LCCI-060)
  • Form 47C – Judgment debtor’s declaration of financial circumstances (where judgment debtor is not a corporation) (LL-NT-LCCI-093)
  • Form 47D – Judgment debtor’s declaration of financial circumstances (where judgment debtor is a corporation) (LL-NT-LCCI-094)

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Off the Plan – new matter type

A new matter type has been released for Off the Plan which is located in the Conveyancing & Property folder > Property > Off the Plan.

This matter type is similar to the standard conveyancing matter types with the additions of the Development Details table and Off the Plan matter specific Critical Dates.

If you would like to provide feedback please do so here.

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New Matter Category and Types – Rural Law \ Agribusiness

LEAP are pleased 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 two new matter types:

  • Purchase of Rural Property; and
  • Sale of Rural Property.

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

 

 

 

 

 

 

 

 

 

 

 

 

These 2 new matter types have been based on the Sale/Purchase of Business, with a few tweaks.  We have also added a new layout entitled ‘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;
  • Encumbrance.

A total for the amounts entered will appear on the Summary page of this layout and will also display on the matter when the layout is closed.

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

  • Ministerial Consent Date
  • Muster Date
  • PPSR Registration Date

All of which have confirmation tickboxes.

This new area of law is very exciting and has now been expanded to include South Australia, Western Australia, Tasmania and the Northern Territory.

For our Tasmanian, South Australian, Northern Territory and Western Australian 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 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.

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NT – Property Swimming Pool Fencing

The following forms were updated with minor changes:

  • Form A1 – Dividing Pool Spa Barrier Notice (LL-NT-PR-0171)
  • Form C4 – Purchasers Declaration (LL-NT-PR-0165)
  • Form C5 – Declaration of Proposed Compliance to Community Safety Standard (LL-NT-PR-0166)
  • Form N1 – Application for an Interim Compliance Certificate (LL-NT-PR-0167)
  • Form M3 – Application for a Variation of Compliance Certificate (LL-NT-PR-0161)
  • Form M4 – Application for a Provisional Compliance Certificate (LL-NT-PR-0162)

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Renaming of ‘Critical Dates’ table to ‘Important Dates’

As a result of some technical issues, it has been necessary to rename the Critical Dates Table to ‘Important Dates‘.  Any matter that currently has this Table included will automatically update to the new name.

We do not foresee this causing clients any issues and has resolved the technical problems our clients were experiencing with the New South Wales Settlement Adjustment Sheet.