- Welcome to Initial Training
-
Introduction
-
About LEAP
- Using LEAP
-
Accessing LEAP, Overview of Matters list and Search Functions
-
Cards Overview
-
Activity 1: Creating a Person Card
-
Creating a Supplier Card
-
Matters Overview
-
Activity 2: Creating a Matter
-
Initial Training Course 1 Quiz
- Up Next
-
Summary
Getting Started
Setting up your matters properly from the beginning and entering as much detail as possible is crucial to getting the most out of all of LEAP’s functionality moving forward. This course will help you get the best start with LEAP!
Getting Started
This course will cover the fundamentals of setting up your client and matter information in LEAP. Learn how to create different types of matters and client cards, navigate and customise the matters screen, search for information within LEAP and amend matter details.