The Content Team have added the following NEW critical dates scheme to Calendar & Tasks in SA Conveyancing sale and purchase matter types in LEAP:
|Contract Date||Pool Safety Inspection Date||Purchaser Sale Exchange Date|
|Finance Due Date||Due Diligence Expiry Date||Purchaser Sale Settlement Date|
|Cooling Off Date||Notice of Land Tax Assessment||Contract Unconditional Date|
|Deposit Due Date||FRCGW Clearance Cert Due Date||Stamp Duty Due Date|
|Deposit Bond Expiry Date||Priority Notice Expiry Date||Adjustment Date|
|Pest Report Due Date||Special Conditions 1 – 5 Due Date||Not Proceeding Date|
|Building Report Due Date||Option Exercise Date||Settlement Date|
Due to the complexity of separating the Completion/Settlement Date, there will be a further release for this in the near future.
To greatly assist your workflow, you can create “Recurring Task” templates or “Due Date Tasks” based on the critical dates entered within your matter (which integrate with Outlook). Tasks you can set from these Dates include, for example, Order Searches, Submit Transfer, Submit Settlement Figures, Book Settlement etc.
See LEAP Communities to create Recurring Task templates across your conveyancing matters so that these are created once and used on multiple matters.
See LEAP Communities for how to create Due Date Tasks. Within the Task created, you can also:
- Assign a Task to other staff
- Add/record Time/Fee Entry
- Create and email Status Reports to staff
- Set a Follow Up
- Set Recurrence
- Assign to another Matter
- Mark Complete
Tasks created will appear in the Tasks List of the matter and will be crossed/greyed out when you mark them as Complete (to assist when running an electronic file in a paperlite office):
You will also receive ‘Task Due Notifications’ in your matter lists. These notifications are hyperlinks, therefore you can click on them and you will be taken directly to the Task itself in the matter:
For more articles regarding Calendar & Tasks see LEAP Communities.
NOTE: If you would like the new critical dates to appear in your “existing” matters, you will need to change the matter type to a different matter type, save, and then change back again to the correct matter type to “refresh” the critical date scheme.
Provide feedback on the new critical dates here.