Loading
Knowledge BasePrinting Matter Info
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

đź’¬   Need help? Sign in to chat with our LEAP support! Sign In

Printing Matter Info

  • 14/01/2026
  • Knowledge

How To
Click to edit heading

Learn how to print specific information:

  • Matter details
  • Client statements
  • A list of documents
  • Comments associated with a matter
  • Desktop
  • Web

  1. Open the matter.

  2. Click the printer down-arrow Printer options and select to print one of the available options.

  3. Select your printer and click OK to print the selected information.

 
Click to edit heading

The information you can print will depend on the tab of the matter that is currently selected.

  • From the Details & Correspondence tab you can print the Matter Details, Document List or Comments
  • From the Calendar & Tasks tab you can print a list of the Critical Dates and Tasks on the matter
  • From the Financial Summary tab you can print the Matter Billing Guide
  • From the Time and Fees tab you can print the Billable Time and Fees on the matter
  • From the General Account tab you can print:
    • Statement of Account - Summary
    • Statement of Account - Receivables Ledger
    • A list of the postings on the Expenses & Receivables ledger
    • Combined Matter Ledger
    • Matter Billing Guide
    • Retainer & Credits Ledger
    • Expense Recoveries
  • From the Trust Funds tab you can print:
    • Trust Account Statement
    • Trust Ledger
    • A list of the postings on the Trust Accounts ledger
    • Retained Trust Funds
    • Separate Interest-Bearing Accounts Ledger
    • Separate Interest-Bearing Accounts Statement
    • Estate and Power of Attorney Ledger
  • From the Safe Custody tab you can print a list of the Documents and Packets recorded for the matter

  1. Open the matter.

  2. Click the printer  icon displayed on certain tabs to print one of the available options.

  3. Select your printer and click OK to print the selected information.

 
Click to edit heading

The information you can print will depend on the tab of the matter that is currently selected.

  • From the Financial Summary tab you can print Matter Billing Guide
  • From the Time and Fees tab you can print the Billable Time and Fees on the matter
  • From the General Account tab you can print:
    • Statement of Account - Debtors Ledger
    • Statement of Account - Summary
    • Combined Matter Ledger
    • Matter Billing Guide
    • Retainer & Credits Ledger
    • Expense Recoveries
  • From the Trust Funds tab you can print:
    • Trust Ledger
    • Trust Account Statement
    • Separate Interest-Bearing Accounts Ledger
    • Separate Interest-Bearing Accounts Statement
Last Modified Date
14/01/2026 5:31 am
Title
Printing Matter Info
URL Name
Printing-Matter-Info-CA

Resolution
Matter Management
Loading
Printing Matter Info