We have added the Firm table to the Client table substitutions and made it the default for all 3 matter types under Practice Management.
The Employee table has also been added as a default table to the Affairs and Administration matter types.
WA Practice Management
Matter Type Restructure – Stage 3 complete
Stage 3 of the Matter Type Restructure has now taken place.
The Matter Types earmarked for deletion has now been finalised. Numerous emails were sent to clients over the past month and the Matter Types were deleted on Monday 31 August 2015 and will no longer be accessible by our clients.
We trust that this matter type restructure is a benefit to all our clients and would like to thank you for your feedback and patience during this project.
Profile Merge – Deletion of old Profiles
The project to merge of the LEAP and By Lawyers profiles together is now complete.
You would have noticed that a number of profiles were labelled ‘To be Deleted’ about a month ago in preparation of the finalisation of the merge.
These profiles, which contained no LEAP forms or By Lawyers precedents, have now been deleted.
If you are a LEAP (in the Cloud) user, and you had your own precedents stored within any of these profiles, the profile will be deleted but your precedents will be moved over to the newly merged profile.
If you are a LEAP Documents user, and you had your own precedents stored within this profile, the only change you should notice is the name of that profile will change to say ‘No Longer Updated…” and the name of the old profile. If you don’t have any precedents stored within the profile, it will be deleted.
We recommend that you do move your precedents to the newly merged profile so that you don’t have to keep switching between the profiles, however this is of course up to you. Our recommendation is to create a folder of your firm name or perhaps a ‘Commonly used Precedents’ folder at the top of the precedents list and store your own precedents within here.
Thank you for your continued patience through the profile merge that has taken place. We hope that having everything in the one location will be beneficial to everyone in the long run.
Should you have any questions, please do not hesitate to contact the HelpDesk by logging a call online or calling 1800 007 709.
Profile Merge – LEAP and By Lawyers Profiles
Earlier this week the profile merge between the LEAP and By Lawyers profiles was finalised and made live for clients.
Since this time it has come to our attention that some client precedents have disappeared and are inaccessible for clients to move to the new profile.
This has been rectified by re-associating the old LEAP profiles with the matter types. However the new profiles have been renamed ‘To be deleted – [Old profile name]’. This re-assignment of profiles will allow clients to access their firm precedents and enable them to move their firm precedents into either their own firm profile or the current associated profile with that specific matter type. If you are unsure on how to do this, please refer to the LEAP User Manual.
To get access to these profiles you will need to run an online update for V10.2 clients and for Cloud firms, they should be available shortly.
These profiles that are currently marked ‘To Be Deleted’ as they will be removed at a time to be specified later. You will be advised of the date of their removal via email and this Content Blog – however we will give you plenty of notice so that your forms can be moved.
We would like to thank our clients for their patience.
Regards,
Your Content Team
Matter Type Restructure
A matter type restructure took place in LEAP on Wednesday 17 December 2014. Email notifications were sent to all clients and a link to this email is below.
LEAP Documents LEAP in the Cloud
All of the LEAP forms and By Lawyers precedents are based on the matter types that are set up in LEAP by the Content teams. For this reason, it is important that you are using the standard matter types that LEAP maintains. This means that all of these forms and precedents merge with your information correctly. If you are using the matter types contained in the ‘To Be Deleted’ section, these are not maintained by LEAP and forms and precedents are not updated based on these matter types.
The decisions to make these changes were not made lightly. So that you can understand why these decisions were made, please see some of the key changes below as well as what you need to do if your firm precedents are set up under one of the matter types that are to be deleted:
Act for Lessee / Act for Lessor
There are no longer two matter types for this one area. [Read more…] about Matter Type Restructure
Greater flexibility for the addressee of letters
LEAP Documents now allows much greater flexibility in formatting the addressee of a letter. You can now choose not only whether to use the first name or initial of the addressee, but also whether to include or exclude the middle name. In addition, if you choose initials, you can choose whether to separate initials with a dot, space, dot and space or nothing.
Please take the time to customise your addressees with your firm’s preference by going to Utilities >> Firm Details, and choosing the Prefs (corro) tab. As you make choices in the top section, the Addressee Samples section will change dynamically. You’ll also see a changing reline sample, depending on whether or not you prefer to have the full name of individuals in relines.