- Reports
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How to Navigate LEAP Reports
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Management Reports
- Document Packets and Document Register
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Safe Custody Document Packets and Register
- Archiving
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Archiving Matters
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Activity 1: Restoring an Archived Matter
- Up Next
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Summary
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Survey
Reporting and File Closing
This course will take you through the comprehensive collection of reports available to you in LEAP and how to use them to optimise your understanding of your firm’s performance.
Reporting and File Closing
In this final training course, you will learn how to complete and archive matters in LEAP. You will learn how to run office accounting and practice management reports, how to create document packets and keep track of your document register.
For simple organisation and accessibility, LEAP’s reports are grouped into matters and clients, trust, office and management. All reports have parameters that can be adjusted, allowing you to filter down further to display up-to-the-minute data.