Matter Management
Your Matter List Creating a Matter Archiving a Matter Transaction Levy App (Ontario) Matter Details and Correspondence Recurring Matter Templates The Status of Your Matters Editing Table Types Using Custom Fields Viewing the History of a Matter Application Settings - Safe Custody Document Types and Document Numbering About Your Safe Custody Financial Summary of a Matter About Document Packets Comparing Two Matter Versions Printing Matter Info Document Packets Report Using FaceTime with LEAP Mobile Unable to Locate Documents in a Matter Matter Description Missing from the Top of the Matter Window Unable to Open Matters or Precedents Windows in LEAP Unable to Locate a Newly Created Matter in the Matter List How to Manually Update the Matter Number This Matter Is Being Saved to Server. Please Wait a Few Seconds and Try Again, When Accessing a Matter Adjusting the LEAP Desktop Window
Forms & Precedents
ON - Matter and Form Information Guides Creating Your Own Precedents Invoice Precedent Fields Explained LEAP for Word Add-in Accessing and Opening Precedents Precedent Folders PDF Invoices Managing Precedent Updates Completing Your Matter - the Importance of Entering in the Data Clause Library AB - Matter and Form Information Guides Adding a Staff Signature to Your Invoice Template What is Legal Content? Who Manages the Content in LEAP? Feedback on Content Forms and Drafted Documents Feedback Is the Content Always Up to Date? Viewing Hidden Text in LEAP Forms Filing Fees and Court Costs How to Request a New Form Adding or Removing a Christmas Message How to Access the Latest Form BC - Matter and Form Information Guides How to Restore Orphan Precedents Insert a Signature Field into Letters and Precedents
Correspondence
LEAP Options in Outlook Explained Matter Details and Correspondence Saving and Re-saving Emails to a Matter LawConnect - Sharing Documents Importing a Document/Folder into a Matter Creating a New Email Creating a Document/Letter for a Matter LEAP for Word Add-in Correspondence Options Explained Exporting Documents LEAP Options in Word Explained LawConnect - Sharing Folders Saving PDFs to a Matter Scanning Documents to LEAP Creating and Editing Precedents in LEAP Mobile Sharing Files with LEAP Mobile Printing to a Matter from an External Source Converting Documents to PDF Printing Documents with LEAP Mobile Enabling Auto Numbering for Your Documents Drag and Drop Files Between LEAP Mobile and Other Apps Searching for a Document Importing Photos and Videos into LEAP Mobile Faxing Documents from Your Matter Creating a Comment
Calendar & Tasks
Application Settings - Task Lists Adding Critical Dates The Status of Your Matters Creating a New Appointment Creating a Task Scheduling a New Meeting LawToolBox FAQs Video Meetings in Microsoft Teams Video Meetings in Zoom Troubleshooting Calendar and Tasks How to Enter Dates in LEAP Opening Document Link in a Task
Time & Fee Recording
Timesheet Options Explained Creating a Time Entry Creating a Special Fee Reallocating Fees Creating a Fee Entry Calling & Time Recording in LEAP Mobile Searching for a Transaction Setting Up Fee Estimate Warnings Recording Time in LEAP Mobile LEAP Assistant Integration with Alexa Using FaceTime with LEAP Mobile Search Time and Fees Billing Rates Not Updating in Timesheets Timesheet Getting Stuck at Loading or Freezing When Attempting to Enter a Time Entry.
General Accounting
Creating an Invoice Setting Up QuickBooks with LEAP Printing and Setting a Format for Your Cheques Creating a General Account Payment Received Modifying the Invoice Template Creating a Trust to Receivables Transfer Creating an Expense Recovery Retainer & Credits Ledger Law Society of Ontario Audit Reports Creating a General Account Expense Paid Invoice Precedent Fields Explained Discounts and Write-offs on Invoices Using the General Ledger Link About QuickBooks Integration Creating a General Account Disbursement Journal Requesting and Authorizing an Expense or Payment Charging Interest on Overdue Invoices Creating an Anticipated Expense Setting Up and Creating an Invoice Mailing Reallocating Fees About Linking to the General Ledger PDF Invoices Creating a General Account Bank Deposit Setting Up Your General Ledger with LEAP Codes Comparing Xero Balances with LEAP Reports
Trust Accounting
Reconciling Your Trust Account Creating a Trust to Receivables Transfer Creating a Trust Payment Received Law Society of Ontario Audit Reports Creating a Trust Journal Transfer Creating a Trust Payment Paid Requesting and Authorizing an Expense or Payment Creating a Trust Bank Deposit Trust Administration Fee Retained Trust Funds Separate Interest-Bearing Accounts and Transactions LSA Export App End of Month Procedure About Trust Funds LawConnect - Sharing Account Statements End of Financial Year Procedure - Trust Accounting Financial Summary of a Matter Using the Trust Bank Account Register Reversing and Voiding Trust Cheques from Conversion Setting Payment/Expense Limits for Your Staff Searching for a Transaction Printing/Emailing Trust Ledgers and Statements Estate & Power of Attorney Trust Accounts How to Receipt the Movement of Funds After Closing Your Separate Interest-Bearing Account Insufficient Security Permissions to Create This Transaction
Reports
Law Society of Ontario Audit Reports Invoices Report 10 Essential LEAP Reports Accounts Receivable Report Trust Bank Reconciliation Report LEAP Reports: Overview and Functional Guide Trust Ledger Report Billing Realization Summary Matter List Report Fee Contributions & Recovery Report Disbursements Report Download Invoices Report Trust Statements Report Accounts Receivable & WIP by Staff Staff Time & Fees Activity Summary Report Statement of Account Receivables Ledger Report Billing Journals Staff Receipted Funds Report Trust Uncleared Funds Report Archived Matters Report General Account Payments Received Report Statement of Account Report Time & Fees Recorded by Staff Report Matters By Matter Status Chart Trust Account Payments Received Cash Book Report
Installing & Setting Up
Adding LEAP to Your Antivirus Exceptions List Application Settings - Staff Members LEAP Help Application Settings - Integrations Application Settings - Accounting Application Settings - Staff Subscriptions Application Settings - Overview Updating LEAP Application Settings - Invoice LEAP for Word Add-in Application Settings - Activity Codes Application Settings - Task Lists Options and Settings for LEAP Mobile Application Settings - Matter Numbering Installing Power BI & LEAP Connector Application Settings - Bank Accounts Two-Factor Authentication (2FA) About LEAP Mobile LEAP Common Shortcut Keys and Functions Your User Profile Setting Up Your General Ledger with LEAP Codes Application Settings - General Ledger Offboarding Staff Members in LEAP Downloading and Installing the LEAP Mobile App Securing Access to Your LEAP Data
