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New table types

Following client request, we have added several new table types for use in your matters in LEAP.

The table types (listed as below) can be added to your preferred matters by right clicking the top of the matter, before then selecting Edit table types. Once in the Edit table types window, tick the Show All checkbox which will then display all possible table types that can be added to LEAP matters. Further details can be found in this Help Centre article on Table Types.

The newly added table types are:

  • Second Respondent’s solicitor
  • Third Respondent’s solicitor
  • Changeover centre/facility
  • Previous partner
  • Sibling
  • Aunt
  • Uncle
  • Previous Partner

Table types including Sibling, Aunt, Uncle, Grandmother and Grandfather now also have an attached subsidiary table so that details of the relationship can be entered and this will display in the matter view:

 

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QLD – Lexon Conveyancing Protocol Pack

Reminder: When using Lexon documents in your LEAP matters, please ensure that you have Hidden text enabled in Microsoft Word to view all instructions and options available.

The following Lexon letters and checklists have been updated:

Buyer Commercial

  • 1. Initial Contact Letter – Buyer (generic) – INCLUDING COVID-19 Update [LL-QLD-CFL-104]
  • 2. Buyer Checklist Commercial [LL-QLD-CFL-120]
  • 3. Buyer File Note Commercial [LL-QLD-CFL-123]
  • 4. Buyer Letter Commercial [LL-QLD-CFL-054]
  • 4a. Buyer Questionnaire and Authority Commercial [LL-QLD-CFL-055]
  • 4b. Buyer To Do List Commercial [LL-QLD-CFL-056]
  • 4c. Buyer Booklet Commercial [LL-QLD-CFL-051]
  • 4d. Buyer Contract and Property Report Commercial [LL-QLD-CFL-052]
  • 4e. Buyer Searches List Commercial [LL-QLD-CFL-053]
  • 5. Buyer Searches Worksheet Commercial [LL-QLD-CFL-125]
  • 6. First letter to Seller or Seller’s Representative Buyer Commercial [LL-QLD-CFL-124]
  • 7. Conditions – Advice to Client [LL-QLD-CFL-126]
  • 8. Conditions – Letter to Other Side [LL-QLD-CFL-127]
  • 10. Extension Letters – Advise, Request & Respond [LL-QLD-CFL-128]
  • 11. Buyer Final Letter Commercial [LL-QLD-CFL-129]
  • 12. Buyer Searches List – Links to Searches Commercial [LL-QLD-CFL-095]
  • Lexon – Cyber Alert [LL-QLD-CFL-119]
  • VOI ETS Checklist – INCLUDING COVID-19 USE [LL-QLD-CFL-130]

Buyer OTP CTS

  • 2. Buyer Checklist OTP CTS – [LL-QLD-CFL-136]
  • 3. Buyer File Note OTP CTS [LL-QLD-CFL-137]
  • 4. Buyer Letter Off the Plan CTS [LL-QLD-CFL-058]
  • 4a. Buyer Questionnaire and Authority OTP CTS [LL-QLD-CFL-078]
  • 4b. Buyer To-Do List OTP CTS [LL-QLD-CFL-079]
  • 4c. Buyer Booklet OTP CTS [LL-QLD-CFL-080]
  • 4d. Buyer Contract and Property Report OTP CTS [LL-QLD-CFL-081]
  • 4e. Buyer Searches List OTP CTS [LL-QLD-CFL-057]
  • 5. Buyer Searches Worksheet OTP CTS [LL-QLD-CFL-138]
  • 6. First Letter to Seller or Seller’s Representative OTP CTS [LL-QLD-CFL-139]
  • 7. Conditions – Advice to Client OTP CTS [LL-QLD-CFL-140]
  • 8. Conditions – Letter to Other Side OTP CTS [LL-QLD-CFL-141]
  • 9. Advice to Client – Termination Issues [LL-QLD-CFL-171]
  • 11. Buyer Final letter OTP CTS [LL-QLD-CFL-142]
  • 12. Searches List – Links to Searches [LL-QLD-CFL-093]

 

Buyer OTP Vacant (Non-CTS)

  • 2. Buyer Checklist OTP Vacant (Non-CTS) [LL-QLD-CFL-151]
  • 3. Buyer File Note OTP Vacant (Non CTS) [LL-QLD-CFL-152]
  • 4. Buyer Letter OTP Vacant (Non-CTS) [LL-QLD-CFL-086]
  • 4a. Buyer Questionnaire and Authority OTP Vacant (Non-CTS) [LL-QLD-CFL-084]
  • 4b. Buyer To Do List OTP Vacant (Non-CTS) [LL-QLD-CFL-085]
  • 4c. Buyer Booklet OTP Vacant (Non-CTS) [LL-QLD-CFL-083]
  • 4d. Buyer Contract and Property Report – OTP Vacant (Non-CTS) [LL-QLD-CFL-082]
  • 4e. Buyer Searches List OTP Vacant (Non-CTS) [LL-QLD-CFL-087]
  • 5. Buyer Searches Worksheet OTP Vacant (Non-CTS) [LL-QLD-CFL-153]
  • 6. First letter to Seller or Seller’s Representative OTP Vacant (Non-CTS) [LL-QLD-CFL-154]
  • 7. Conditions – Advice to Client OTP Vacant (Non-CTS) [LL-QLD-CFL-155]
  • 8. Conditions – Letter to Other Side OTP Vacant (Non-CTS) [LL-QLD-CFL-156]
  • 9. Advice to Client – Termination Issues [LL-QLD-CFL-170]
  • 10. Extension Letters – Advise, Request & Respond [LL-QLD-LFL-168]
  • 11. Buyer Final Letter OTP Vacant (Non-CTS) [LL-QLD-CFL-157]
  • 12. Searches List – Links to Searches [LL-QLD-CFL-173]

 

Buyer Residential

  • 1. Initial Contact Letter – Buyer (Residential – REIQ) – INCLUDING COVID-19 USE [LL-QLD-CFL-088]
  • 2. Buyer Checklist Residential [LL-QLD-CFL-096]
  • 3. Buyer File Note Residential [LL-QLD-CFL-094]
  • 4. Buyer Letter Residential [LL-QLD-CFL-063]
  • 4a. Buyer Questionnaire and Authority Residential [LL-QLD-CFL-064]
  • 4b. Buyer To Do List Residential [LL-QLD-CFL-065]
  • 4c. Buyer Booklet Residential [LL-QLD-CFL-060]
  • 4d. Buyer Contract and Property Report Residential [LL-QLD-CFL-061]
  • 4e. Buyer Searches List Residential [LL-QLD-CFL-062]
  • 5. Buyer Searches Worksheet Residential [LL-QLD-CFL-169]
  • 6. First letter to Seller or Seller’s Representative Buyer Residential [LL-QLD-CFL-143]
  • 7. Conditions – Advice to Client [LL-QLD-CFL-144]
  • 8. Conditions – Letter to Other Side Buyer Residential [LL-QLD-CFL-145]
  • 9. Advice to Client – Termination Issues [LL-QLD-CFL-167]
  • 10. Extension Letters – Advise, Request & Respond [LL-QLD-CFL-166]
  • 11. Buyer Final Letter Residential [LL-QLD-CFL-105]
  • 12. Searches List – Links to Searches [LL-QLD-CFL-091]

 

Call or Put and Call Option

  • Call or Put and Call Option – text and prompts for CPR [LL-QLD-CFL-158]

 

Conveyancing Protocol Overviews

  • Conveyancing Protocol – Overview [LL-QLD-CFL-159]
  • Conveyancing Protocol – Overview – Developer Tools [LL-QLD-CFL-162]

 

Conveyancing Protocol – COVID-19 Additional Documents

  • COVID Addendum – Buyer [LL-QLD-CFL-164]
  • COVID Addendum – Seller [LL-QLD-CFL-165]
  • COVID-19 Conveyancing Client Pandemic Communication [LL-QLD-CFL-163]

 

Developer CTS

  • 1. Checklist – Community Titles Scheme Development [LL-QLD-CFL-103]
  • 2a. CTS Developer Questionnaire and Authority [LL-QLD-CFL-112]
  • 2f. CTS Developer Contract Report [LL-QLD-CFL-113]

 

Developer LSA

  • Checklist – Non CTS Developer – INCLUDING COVID-19 USE ONLY [LL-QLD-CFL-132]
  • Checklist – Off the plan – non CTS Developer [LL-QLD-CFL-133]
  • Development Sale Schedule – non CTS Developer [LL-QLD-CFL-134]
  • Settlement Schedule – non CTS Developer [LL-QLD-CFL-135]

 

Seller Commercial

  • Initial Contact Letter – Seller Commercial – INCLUDING COVID 19 USE ONLY [LL-QLD-CFL-172]
  • Seller Checklist Commercial [LL-QLD-CFL-146]
  • Seller File Note Commercial [LL-QLD-CFL-147]
  • Seller Letter Commercial [LL-QLD-CFL-069]
  • 4a. Seller Questionnaire and Authority Commercial [LL-QLD-CFL-070]
  • 4b. Seller To Do List Commercial [LL-QLD-CFL-071]
  • 4c. Seller Booklet Commercial [LL-QLD-CFL-066]
  • 4d. Seller Contract and Property Report Commercial [LL-QLD-CFL-067]
  • 4e. Seller Searches List Commercial [LL-QLD-CFL-068]
  • 5. Seller Searches Worksheet Commercial [LL-QLD-CFL-181]
  • 8. Seller Final Letter Commercial [LL-QLD-CFL-149]
  • 9. Seller Searchers List – Links to Searches Commercial [LL-QLD-CFL-090]

 

Seller Residential

  • 1. Initial Contact Letter – Seller (Residential – REIQ) – INCLUDING COVID-19 USE [LL-QLD-CFL-091]
  • 2. Seller Checklist Residential [LL-QLD-CFL-099]
  • 3. Seller File Note Residential [LL-QLD-CFL-097]
  • 4. Seller Letter Residential [LL-QLD-CFL-075]
  • 4a. Seller Questionnaire and Authority Residential [LL-QLD-CFL-076]
  • 4b. Seller To Do List Residential [LL-QLD-CFL-077]
  • 4c. Seller Booklet Residential [LL-QLD-CFL-072]
  • 4d. Seller Contract and Property Report Residential [LL-QLD-CFL-073]
  • 4e. Seller Searches List Residential [LL-QLD-CFL-074]
  • 5. Seller Searches Worksheet Residential [LL-QLD-CFL-098]
  • 6. First letter to Buyer’s Representative Seller Residential [LL-QLD-CFL-150]
  • 8. Seller Final Letter Residential [LL-QLD-CFL-106]
  • 9. Seller Searches List – Links to Searches Residential [LL-QLD-CFL-092]

 

In addition to the above, the (new) Buyer Rural pack has been added which contains the following documents:

  • 1. Initial Contact Letter – Buyer Rural INCLUDING COVID-19 USE [LL-QLD-CFL-174]
  • 2. Buyer File Note Rural [LL-QLD-CFL-175]
  • 3. Buyer Questionnaire and Authority Rural [LL-QLD-CFL-176]
  • 4. Buyer Contract and Property Report Rural [LL-QLD-CFL-177]
  • 5. Buyer Searches List Rural [LL-QLD-CFL-178]
  • 6. Buyer Searches Worksheet Rural [ LL-QLD-CFL-179]

 

Further details on how to use Lexon documents in LEAP can be found on this LEAP Help Centre article.

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QLD – Litigation matter types

We have recently added a new feature called Table relations to QLD Litigation matter types.

Card table relations have been implemented for the following QLD Litigation matter types which will enable all related cards to be linked together:

  • Debt Recovery – Magistrates Court

  • District Court Appeal

  • District Court Litigation

  • High Court Appeal

  • High Court Litigation

  • Magistrates Court Litigation

  • Supreme Court Litigation

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.

Some common Litigation table relations include Defendant and Defendant’s Solicitor.

This is particularly helpful in Litigation matter types when there is more than one Other side and Other side’s Solicitor, it is now easy to identify which Solicitor belongs with which Other side.

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.

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.

Details are also available on the Help Centre.

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FED – Native Title General matter type

In addition to the current Native Title matter types, we have added a general Native Title matter type (Native Title General). This matter type is located in Other Areas of Law > Environment & Planning > Native Title.

You can provide feedback on these new matter types here.

 

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Stamp duty fields

The stamp duty fields have been renamed to assist in identifying the relevant stamp duty fields for each state and territory (when inserting them in precedents).

All stamp duty fields will now have the prefix naming convention of SD (Stamp Duty)  and the relevant state or territory:

State Current display name Updated display name
NSW Stamp duty display [SD NSW] Stamp duty payable
VIC VIC SD on transfer (Short text) [SD VIC] Stamp duty payable
TAS TAS Duty Payable [SD TAS] Stamp duty payable
WA WA SD Rate – Payable Amount [SD WA] Stamp duty payable
NT NT Stamp Duty display [SD NT] Stamp duty payable
QLD QLD SD Stamp Duty payable [SD QLD] Stamp duty payable
ACT ACT Stamp Duty display [SD ACT] Stamp duty payable
SA SA Duty – Payable [SD SA] Stamp duty payable

As each state and territory has different transfer duty rates (as well as varying exemptions and concessions), please ensure the correct field is using when inserting them in your precedents.

Details on other fields in LEAP that have been prefixed are outlined in this previous LEAP Forms Blog post.

Further details on how to insert fields into your precedents in LEAP can be found in this LEAP Community article.

 

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QLD – Enduring Power of Attorney and Advance Health Directive forms and matter types

In accordance with changes to guardianship laws and forms that commence 30 November 2020, the following changes have been made to forms and matter types:

FORMS:

Form updates and where relevant, new versions of the form have superseded the older versions of the forms (Forms 2, 3, 4, 7):

  • Form 1 General Power of Attorney (LL-QLD-WPA-12)
  • Form 2 Enduring Power of Attorney – Short form (LL-QLD-WPA-09)
  • Form 3 Enduring Power of Attorney – Long form (LL-QLD-WPA-06)
  • Form 4 Advance Health Directive  (LL-QLD-WPA-03)
  • Form 5 Revocation of General Power of Attorney (LL-QLD-WPA-16)
  • Form 6 Revocation of Enduring Power of Attorney (LL-QLD-WPA-15)
  • Form 7 Interpreter Translator statement (LL-QLD-WPA-14)

New forms and explanatory guides have also been added:

  • Form 8 Additional page (LL-QLD-WPA-18)
  • Form 9 Enduring Power of Attorney – Explanatory guide (LL-QLD-WPA-19)
  • Form 10  Advance Health Directive – Explanatory guide (LL-QLD-WPA-20)

MATTER TYPES:

The matter types have been renamed and the forms coded accordingly as follows:

Matter Type Name Matter Type Use – Form Coding
Advance Health Directive When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Advance Health Directive – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]
Power of Attorney When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Power of Attorney – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]
Will When using this matter type the POA and AHD forms will automate for either:
* One Client [appointing any number of appointees] or
* Two Clients [separately appointing any number of appointees]
Wills – Two people appointing each other When using this matter type the POA and AHD forms will automate with Client 1 and Client 2 mutually appointing each other [plus any other appointees]

IMPORTANT:

For automation of Forms 3 and 4, ensure the drop down list is completed as to how the attorney is to be appointed, for “Financial”, “Personal or Health”, or “Financial and Personal/Health” matters:

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QLD – Lexon Wills and EPOA Risk Procedure Pack

Reminder:  When using Lexon documents in your LEAP matters, please ensure that you have Hidden text enabled to view all prompts and options available that form part of the document.  You can do so by clicking on the File tab and then selecting Options > Display and making sure the Hidden text option is checked, as shown in the image below:

 

 

Lexon have provided further updates for the Wills and EPOA pack regarding law changes which will take effect from 30 November 2020, these updates are now available in LEAP:

  • 1. First contact and estate planning checklist [LL-QLD-LWPA-001]
  • 2. Initial letter to client [LL-QLD-LWPA-002]
  • 3. Letter to client – enclosing costs agreement [LL-QLD-LWPA-010]
  • 4. Wills information checklist [LL-QLD-LWPA-003]
  • 5. Interim will checklist [LL-QLD-LWPA-004]

[Read more…] about QLD – Lexon Wills and EPOA Risk Procedure Pack