Initial Training

Initial Training

This course covers the fundamentals of setting up client and matter information, navigating LEAP, and creating various types of correspondence and forms.

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About this course

Initial Training
 

By the end of this course, you will gain a comprehensive understanding of the core features and tools in Leap.

    • Understanding Core Features: Learn to navigate and utilise the main features and tools in Leap, including forms, correspondence, comments, and import functionality.
    • Creating Correspondence: Understand how to create letters, file notes, and emails, and effectively use the tools to share and save correspondence in Leap.
    • Exploring Forms and Precedents: Gain proficiency in accessing and using Leap forms, and explore the resources available in the guides and precedents library, including legal guides and custom precedents.
    • Managing Matter Details: Learn how to manage and record data on matters, including creating new matters, importing documents, and organising cards and details within a matter in Leap.

Duration: xx minutes

Curriculum

  • Chapter 1
  • Cards
  • Chapter 2
  • Matter Screen Overview
  • Chapter 3
  • Creating a new Matter
  • Chapter 4
  • Introduction to Correspondence
  • Initial Training Assessment
  • Course Quiz

About this course

Initial Training
 

By the end of this course, you will gain a comprehensive understanding of the core features and tools in Leap.

    • Understanding Core Features: Learn to navigate and utilise the main features and tools in Leap, including forms, correspondence, comments, and import functionality.
    • Creating Correspondence: Understand how to create letters, file notes, and emails, and effectively use the tools to share and save correspondence in Leap.
    • Exploring Forms and Precedents: Gain proficiency in accessing and using Leap forms, and explore the resources available in the guides and precedents library, including legal guides and custom precedents.
    • Managing Matter Details: Learn how to manage and record data on matters, including creating new matters, importing documents, and organising cards and details within a matter in Leap.

Duration: xx minutes

Curriculum

  • Chapter 1
  • Cards
  • Chapter 2
  • Matter Screen Overview
  • Chapter 3
  • Creating a new Matter
  • Chapter 4
  • Introduction to Correspondence
  • Initial Training Assessment
  • Course Quiz