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Automation of critical dates in Lease matters

In February 2019, the following critical dates were added to Calendar and Tasks for Lease matter types after feedback was received from clients that it would be beneficial to the user in the management of Lease matters.

  • Disclosure statement
  • Lease executed
  • Lease commencement
  • Lease termination
  • Rent commencement
  • Lease registration

Three of the dates, Lease commencement, Lease termination and Lease registration were already in the Lease Details table and to avoid the user from having to enter those dates both in the Lease Details table as well as in critical dates, the three dates were automated to prefill the date fields in the Lease Details table once entered in Calendar and Tasks.

We have since received feedback from clients requesting that we remove the automation of the dates as it locks the field on the layout and the automated field can no longer be used in other matter types that do not have the same critical date scheme. We also received feedback that the automation of the dates was removing the manually entered dates from old lease matters.

As a result of the feedback received, we will be reversing the changes made in relation to the three dates, Lease commencement, Lease termination and Lease registration by:

1. Removing the date automation and reverting to manual entry of the three dates on the Lease Details table;
2. Removing the associated three dates from the critical date scheme for Lease matter types; and
3. Reverting to the old fields on the layout so that dates entered in old Lease matters are retained.

The reversal of the changes will occur on Thursday 2 May 2019.

Once the changes have been reversed, any dates entered since February 2019 in Calendar and Tasks that auto populated the fields in the Lease Details table will remain in the Lease Details table and the dates entered in old Lease matters should be unaffected if those matters haven’t been opened since February 2019.

You can continue to enter the dates in Calendar and Tasks until the date automation is removed at which time the three dates will need to be entered directly in the Lease Details table moving forward.

In the meantime, and as part of our work to make LEAP simpler and easier to use, we will continue to work on further refinements on the date automation feature to provide our clients more options.

If you would like to submit any feedback to us please do so here.

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SA – Litigation – Civil – When acting for one (or more) of multiple defendants

A subsidiary data entry form or ‘layout’ entitled ‘Role’ has been attached to Plaintiff/Defendant/Applicant/Respondent/Third Party Cards to help determine who ‘Our Client’ is in circumstances where there are multiple parties in a matter.

Acting for ONLY one Defendant

If there is only one Defendant in the matter and they are your client, in the matter type you should choose the following:

Client = Defendant
Other Side = Plaintiff
Other Side’s Solicitor = Plaintiff’s Solicitor

Acting for multiple Defendants

Acting for an individual Defendant or more than one Defendant, i.e.:

  • Multiple Defendants – you act for one Defendant who is not the First Defendant;
  • Multiple Defendants (e.g. three Defendants) – act for two of those Defendants (e.g. the Second and Third Defendants).

When setting up parties in the matter you would choose the following:

Client = Client
Other Side = Plaintiff
Other Side’s Solicitor= Plaintiff’s Solicitors

Once your matter is created, the ‘Client’ card will appear and you need to enter your Client(s) details.

Important Note: You need to add ‘Defendant’ and ‘Defendant’s Solicitors’ cards to your matter by Editing Table Types. Once these cards have been added and positioned in your matter, you will need to add ALL of the parties and their Solicitor(s) in the order they appear in the originating process.

Once each Defendant(s) and Plaintiff(s) card details are entered, a subsidiary table called ‘Role’ will appear.  Choose Yes or No from the dropdown list next to ‘Is this your client?’ Repeat this for each party.

The diagram below shows ‘Peter Johnstone’ has been entered as the ‘Client’ and again as ‘Defendant 2’. You also need to enter your firm’s details again in ‘Defendant’s Solicitor 2’ card.

You can add multiple clients.

Acting for a Third Party

The same rules apply for Third Parties (i.e. act for one or multiple Third Parties but not necessarily all Third Parties).  The parties would be set up as follows:

Client = Client
Other Side = Defendant
Other Side’s Solicitor = Defendant’s Solicitor

Edit Table Types and add the following Tables and Cards:

Plaintiff
Plaintiff’s Solicitor
Third Party
Third Party’s Solicitor

Add the Third Parties in the order they appear in the Third Party Notice (i.e. if your client is the Second Third Party, replicate the Client Card and ensure your Firm Details are added as the Second Third Party’s Solicitor).

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SA – Magistrates Court – Intervention Orders

The following forms have now been updated in LEAP:

  • Form 28 – Police or third party application (intervention order) (LL-SA-MCCR086);
  • Form 28AA – Private application (LL-SA-MCCR137);
  • Form 29 – Interim intervention order and summons (LL-SA-MCCR064);
  • Form 30 – Final intervention order (LL-SA-MCCR101);
  • Form 31 – Police or third party application for variation or revocation of intervention order (LL-SA-MCCR087);
  • Form 41 – Request to register foreign intervention order (LL-SA-MCCR102);
  • Form 45 – Affidavit (intervention order) (LL-SA-MCCR085).

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Client Authorisation – new Interactive PDF

The Client authorisation (LL-FED-GEN-046) has now been released as an Interactive PDF.  This form will work in all matter types in all States/Territories.  This form is version 5.0 and will print in accordance with the Model Participation Rules.

Interactive PDF features include:

  • easily editable within the body of the form
  • no lengthy FILLINS just one dialog window for completion which is easily UPDATED
  • form reproduction is correct as the PDF is the authority’s form version
  • save the PDF directly to your file and simply UPDATE any changes in your matter from the LEAP toolbar within the PDF

The first time you use an Interactive PDF within your LEAP matter, you will need to open the LEAP toolbar in More Tools.

Please read this article on LEAP Community for more information on how to use an Interactive PDF including opening the LEAP toolbar.

IMPORTANT: There are some specific software requirements for this form to work correctly, including:

  • LEAP Version 1.17 must be installed; and
  • Adobe Acrobat Reader DC (which is a free version) must be installed.

Provide feedback on the new Interactive PDFs here.

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SA – Lease Critical Dates

The Content Team have added the following NEW critical dates to Calendar & Tasks in SA Lease matter types:

  • Disclosure statement
  • Lease executed
  • Lease commencement
  • Lease termination
  • Rent commencement
  • Lease registration

Lease commencement, Lease termination and Lease registration dates will auto-populate in the Lease Details table when entered in Calendar & Tasks.

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FED – Immigration law – Information sheet

To assist clients in utilising the most out of the immigration matter types in LEAP, we have created an information sheet on How to complete an Immigration Law matter (accessible via the LEAP Community page).

The information sheet delves into the various immigration law matter types including:

  • Visa
  • Citizenship
  • Merits Review
  • Judicial Review
  • Ministerial Intervention
  • Immigration

Details of the main tables types and critical dates within these matter types have also been outlined in this information sheet.

     

For information sheets for how to complete other matter types, please visit the LEAP Community page.

 

 

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File Review Date – added to all Matter Types

The Content Team have added File Review Date to the Critical Date default scheme. This means this new Critical Date will appear in all new Matter Types created.

To obtain the new Critical Date in your existing matters, you will need to change the Matter Type and then change it back again, this will refresh the Date scheme.

The Critical Date default scheme now consists of:

• Instruction Date
• File Review Date
• Completion/Settlement Date
• Not Proceeding Date

Create an appointment for the File Review Date, or postpone the appointment directly from Calendar & Tasks:

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SA – Conveyancing Details layout improvements

The Conveyancing details layout has been updated to provide for Residential Withholding Tax payments on both sale and purchase matter types.  The “RW payment amount” will auto-calculate, based on the completed purchase price, for all items within the drop-down list which includes:

  • Fully taxable supply
  • Margin scheme
  • 10% of GST exclusive market value

When “10% of GST exclusive market value” applies, complete the “GST exclusive amount” to enable the “RW payment amount” to auto-calculate.

Critical Date

To compliment these changes, the GST Withholding notification date has been added to Critical Dates in Calendar & Tasks for both sale and purchase matter types.  For more information on setting Critical Dates appointments and Tasks, visit LEAP Communities.

Feedback can be provided on these improvements here.

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