- Welcome to LEAP
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Introduction
- Matters and Cards
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Accessing LEAP, Overview of Matters list
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Creating a new Card
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Creating a new Matter
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Matter Details
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AML Compliance Table
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Quiz
- Up Next
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Summary
Matters and Cards
Course 1 of 2 in New User Training - Introduction
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!
Matters and Cards
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.