You will be aware that Stage 2 of the matter type restructure took place on Wednesday 17 December 2014 as an ‘end of year cleanup’.
Stage 3 which is the deletion of these Matter Types has now been scheduled for Monday 31 August 2015. Emails will be sent to clients notifying them of Stage 3 Matter Type Deletion.
What will happen?
The Matter Types under ‘TO BE DELETED – Old Matter Types Not To Be Used‘ will be deleted and will no longer be useable by your firm.
My Precedents are under a Matter type that is to be deleted, what do I do?
If you had set up precedents under these matter types, you can easily move them to the correct matter type that will not be deleted. To move precedents from one matter type to another, see the Help article note for your product below:
Using the standard matter types rather than the old ones that are to be deleted should not impact on your own customised precedents as the information contained in each of the standard matter types should be the same as what was in the old ones.
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.
Client feedback in relation to Matter Types marked ‘To Be Deleted’
Over the past few months a small number of clients have contacted us regarding the deletion of certain Matter Types. If you feel that you have a strong argument as to why a Matter Type should be kept, please put forward your explanations in an email to email@example.com. Prior to deletion, we shall consider client requests and determine whether any Matter Types should be kept that are currently earmarked for deletion.
If you have any questions or require assistance with any issues, you can connect with our Australian Helpdesk.
Your Content Team