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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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QLD – Personal Injury & Workers Compensation matter types new feature

We have recently added a new feature called Table relations to all QLD 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 QLD 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