WA Archives - LEAP Forms Blog

18 April 2019 By LEAP

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.

29 March 2019 By LEAP

WA Magistrates Courts Civil Forms

The Western Australian Magistrates Court Civil forms have been reviewed and minor changes were made to the following forms:

Form 3 – General procedure claim (LL-WA-MC-0002)
Form 50 – Bill of costs for assessment (LL-WA-MC-0036)
Form 57 – Notice of discontinuance of claim (LL-WA-MC-0040)
Form 57A – Notice of discontinuance of counterclaim (LL-WA-MC-0068)
Form 57B – Notice of discontinuance of third party claim (LL-WA-MC-0069)

27 March 2019 By LEAP

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.

25 March 2019 By LEAP

WA – Magistrate Forms

In accordance with the Western Australia Magistrates Court website we have updated the Form 13 and created the new Form 13A:

Form 13 – Application for default judgment by claimant (LL-WA-MC-0010)
Form 13A – Application for default judgment by defendant (LL-WA-MC-0151)

6 March 2019 By LEAP

WA – Conveyancing Settlement Statement Improvements

In response to client feedback we have made some significant improvements to the WA Settlement Statement.

Those improvements are as follows:

Added common Landgate registration fees as standard adjustment options in General Information. These fees automatically populate from Legal Rates. User need only enter how many they wish to add to the documents.
Added ELNO Fee as a standard adjustment in General Information.
Added ability to combine Settlement Agent and Disbursement fees as one entry in Statements, and changed these to populate from Matter Details fee estimates.
Depending on whether the matter is a Sale or Purchase – Settlement Agent’s Fee, Disbursement Fee and ELNO Fee are defaulted to the applicable client statement. i.e. if it is a Sale file, defaulted to the Seller Statement.
Added more standard items to the Time Related Items drop down list.
Added the ability to adjust Water Usage either by daily average consumption or last two reading dates, including the option to use Water Tiers.
Reworked the Miscellaneous Adjustments layout and added commonly used pre-saved adjustments.
Reworded the adjustment entries to display the Seller and Buyer’s shares individually.
Added the name of the Incoming Mortgagee to display in the Lender’s Finance entry.
Added Rate of Duty type to display in the Stamp Duty entry i.e. Residential or First Home Buyer etc.
Fixed an issue with the balance cheque option.
Separated entries for cheques payable to the same payee.
Changed all references from Vendor/Purchaser to Seller/Buyer.

For a full explanation on how to use the new and improved Settlement Statement please refer to our the LEAP Community Matter Information Sheet – How to Complete a Settlement Statement – WA.

5 March 2019 By LEAP

WA – Landgate Forms

In response to client feedback we have added a new form as follows:

Form T3C – Transfer of mortgage charge or lease (T) – T3C (LL-WA-LAND-048)

25 February 2019 By LEAP

WA – ARNECC Client Authorisation

In accordance with ARNECC’s Model Participation Rules Version 5, the following form has been updated and released:

Client Authorisation (LL-WA-PR-113)

14 February 2019 By LEAP

WA – Litigation court forms

A litigation profile review has been carried out to ensure that the Court forms work correctly when, not only acting for ALL Defendants, but also when acting for ONE Defendant where there are multiple Defendants i.e. acting for the Second Defendant but not the First Defendant, or acting for the First and Second Defendants but not the Third Defendant, etc.

The court forms for WA have been re-coded where necessary to allow for more than one of each party using the mergefield Court__List_Parties, and a new mergefield COURT__Filed_for_role where required. The forms affected are those listed below:

WA > Litigation > District Court Litigation > LEAP Forms > District Court
WA > Litigation > Magistrates Court Litigation > LEAP Forms > Magistrates Court
WA > Litigation > Supreme Court Appeal > LEAP Forms > Supreme Court of Appeal Forms
WA > Litigation > Supreme Court Litigation > LEAP Forms > Supreme Court Civil
WA > Litigation > Supreme Court Litigation > LEAP Forms > WA Supreme Court – Corporations

MATTER SET UP:

Where there is more than one Defendant in the matter, complete as follows:
Client = Client
Other Side = Plaintiff
Other Side’s Solicitor = Plaintiff’s Solicitor

Edit Table Types and add the following Tables and Cards:
Defendant
Defendant’s Solicitor

A new subsidiary layout has been added entitled ‘Role’ which is associated with each party ie Plaintiff, Defendant and Third Party (where applicable). This new layout determines who you are acting for i.e. the Second Defendant etc:

NOTE: If you are acting for ALL Defendants or if there is only one Defendant in the matter, then complete the matter setup as normal.

This same rule applies for Third Parties, i.e. you could act for one or a multiple of Third Parties but not necessarily all Third Parties. In this instance, 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

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

EXAMPLE MATTER SET UP:

Our client is Joanne Penelope Smithfield and she is the Third Defendant: