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.
The following new form has been added:
This form is located in NT > Conveyancing & Property > Purchase > LEAP Forms > Revenue Office folder.
The following Criminal forms have been updated:
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.
We have released a new matter type for Food Export Law which is located in Business & Franchise > Agribusiness > matter types:
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.
The following new form has been added in the LEAP Forms > POA folder:
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:
For more information on how to use Interactive PDFs in LEAP, please refer to the LEAP Community article on Using Interactive PDFs.
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
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
