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30 September 2020 by LEAP

NT – Conveyancing matter types

A new Matter Information Sheet has been published on LEAP Community for:

How to Complete a Conveyancing Matter – NT

Information Sheets are How to articles to assist you on matter setup and common form usage.

We have also created Hyperlinks for this Matter Information Sheet which are located in the LEAP Forms folder of all Conveyancing matter types.

Filed Under: NT, NT Conveyancing & Property

30 September 2020 by LEAP

NT – Revenue office forms

The following new form has been added:

  • Homebuilder grant application form and lodgement guide [LL-NT-PR-0191]

This form is located in NT > Conveyancing & Property > Purchase > LEAP Forms > Revenue Office folder.

Filed Under: NT, NT Conveyancing & Property

23 September 2020 by LEAP

NT – Criminal forms

The following Criminal forms have been updated:

  • Form 1A – Summons to a witness to appear on complaint [LL-NT-CRIM-071]
  • Form 2A – Summons to a witness to appear on information [LL-NT-CRIM-073]
  • Form 1B – Summons to a witness to produce documents on complaint [LL-NT-CRIM-072]
  • Form 2B – Summons to a witness to produce documents on information [LL-NT-CRIM-074]
  • Form 63 – Notice of appeal [LL-NT-CRIM-077]

Filed Under: NT, NT Criminal

23 September 2020 by LEAP

Fields and Calculations tags – updated names

We are always looking for ways to make the content in LEAP more user-friendly.  We have just released the first stage of a project to tag (with prefix and suffix) the many Fields and Calculations in LEAP so you can easily identify them.

The first stage of Field and Calculation tags is relative to all Card types.  Therefore, all Card Fields and Calculations will now contain a prefix and suffix where relevant.

Below is a list of standard prefixes [always in square brackets] and suffixes (always in parenthesis) that tag field names:

PREFIX TAG FIELD EXAMPLE PURPOSE
[Address] Postal Address Items on the Address table or items which calculate directly from it relevant to Address
[Calc] Age Represents any JavaScript calculation that does not fall under another category or which is the output of a mathematical formula or logic operation and is reliant on completion of other fields in LEAP matter
[Card] Card Type Items on the Card table or items which calculate directly from it and which an end user would assume is not a calculated field
[DX] Suburb Items on the Card table or items which calculate directly from it relevant to DX
[Email] Electronic service Items on the Card table or items which calculate directly from it relevant to Email
[Execution] Signature – corporation Execution prefix for execution clause calculations
[Fax] Fax Number Items on the Card table or items which calculate directly from it relevant to Fax
[Grammar] I am/We are Calculations that populate the correct grammar or word choice into forms based on context
[Matter] Date of service Items on the Matter table or items which calculate directly from matter completion
[Name] Full name & address Items on the Card table or items which calculate directly from it relevant to Name
[Organisation] Trading Name Items specifically used when the Card type is Company, Business, etc
[People] Salutation Items on the Person table or items which calculate directly from it and which end user would assume is
not a calculated field
[Phone] Work Phone Items on the Card table or items which calculate directly from it relevant to Phone
[PO Box] PO Box Items on the Address table that relate to the PO Box address or items which calculate directly from these
[Registered Office] Suburb Items on the Card table or items which calculate from it specifically used when the Card type is
Company, Business, etc
[Re lines] Court display Calculations that populate the matter type re lines
[Web] Page location Items on the Card table or items which calculate directly from it relevant to Web address
SUFFIX TAG EXAMPLE PURPOSE
(across) [Names] Full name &
address (across)
Appended to items which automate data without line breaks
(down) [Names] Full name &
address (down)
Appended to items which automate data with line breaks
(calc) Appended to items which may be calculations but the appropriate prefix is another tag i.e. Name
(hard return) [Address] Postal (hard return) Appended to items which populate data with hard return line breaks
(multi) [Calc] Full legal description (multi) Appended at the end of any calculation which applies to multiple cards (if this prefix is not present,
assume the item only applies to a single card)
CAPS [Names] FULL NAME &
address
Items displaying in caps automate in CAPS in Word

As Fields and Calculations appear in alphabetical order, it will be much easier to locate Fields and Calculations and the process of automating your firm’s own precedents will be much simpler.

We will be continuing the second stage of our project to tag the remaining Fields and Calculations not on Card.

Filed Under: Federal, NSW, NT, QLD, SA, TAS, VIC, WA

26 August 2020 by LEAP

Agribusiness new matter type

We have released a new matter type for Food Export Law which is located in Business & Franchise > Agribusiness > matter types:

[Read more…] about Agribusiness new matter type

Filed Under: ACT, NT, NT Rural Law / Agribusiness, SA, SA Rural Law / Agribusiness, TAS, TAS Rural Law /Agribusiness, Uncategorized, VIC, VIC Rural Law / Agribusiness, WA, WA Rural Law / Agribusiness

19 August 2020 by LEAP

Practice Management matter type

We have added the Firm table to the Client table substitutions and made it the default for all 3 matter types under Practice Management.

The Employee table has also been added as a default table to the Affairs and Administration matter types.

Filed Under: ACT, ACT Practice Management, NSW, NSW Practice Management, NT, NT Practice Management, Practice Management, QLD, QLD Practice Management, SA, SA Practice Management, TAS, TAS Practice Management, VIC, VIC Practice Management, WA, WA Practice Management

18 August 2020 by LEAP

NT – Advance personal plan forms

The following new form has been added in the LEAP Forms > POA folder:

  • Revocation of advance personal plan – Form 99A [LL-NSW-RP-0190]

Filed Under: NT, NT Powers of Attorney, NT Wills

3 July 2020 by LEAP

Interactive PDFs

Have you tried one our Interactive PDFs yet?  

They fully automate from your LEAP matter quickly, are easily editable or updated and contain no lengthy FILLINS – just one dialog window (when applicable) for fast and easy completion.

The Interactive PDFs are easily identifiable from the Word versions of the forms by the PDF icon within your LEAP Forms Folders:

Creating a lockable version of the form with the Print to LEAP function 

If you need to send the form externally and do not want the data altered by your client or other parties, you can create a lockable version as follows:

  1. Open the PDF
  2. Click Print or Ctrl+P
  3. Select Print To LEAP as the printer option
  4. Select Print (a separate PDF will generate and the Printed Document window will open)
  5. Enter a Document name
  6. Select the matter
  7. Tick Create New Time/Fee (if needed)
  8. Click OK

For more information on how to use Interactive PDFs in LEAP, please refer to the LEAP Community article on Using Interactive PDFs.

Filed Under: ACT, Federal, NSW, NT, QLD, SA, TAS, Uncategorized, VIC, WA

28 April 2020 by LEAP

NT – Matter Information Sheet hyperlinks

We have created hyperlinks for all Matter Information Sheets currently available in LEAP Community.  The Information Sheets are How to articles to assist you on matter setup and common form usage.  Information Sheets that are matter specific are located in the LEAP Forms folder and Information Sheets that are relevant to a particular form are located immediately preceding the form.

Matter Information Sheets hyperlinks for NT are available as follows: [Read more…] about NT – Matter Information Sheet hyperlinks

Filed Under: NT, NT Conveyancing & Property, NT Litigation, NT Wills

20 March 2020 by LEAP

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? [Read more…] about Important changes to your Sale and Purchase matter types

Filed Under: ACT, ACT Conveyancing & Property, NSW, NSW Conveyancing & Property, NT, NT Conveyancing & Property, QLD, QLD Conveyancing & Property, SA, SA Conveyancing & Property, VIC, VIC Conveyancing & Property, WA, WA Conveyancing & Property

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