Your Card List

Click the LEAP Menu > Home > under Cards > View Cards.

Search for cards by entering the Name, Town/City or Card Type in the Search Cards field.

Click Advanced Search on the toolbar for additional search options.

The Advanced Card Search window will open.

Click the LEAP Menu > Home > under Cards > View Cards.

You can sort the Card List by Name, Town/City or Card Type. Click on the column header to sort the Card List by ascending or descending order.

Click the LEAP Menu > Home > under Cards > View Cards.

Click  to Filter your Card List.

You can filter the Card List by the following:

• All
• Client
• Other Side
• Other Side's Attorney
• Other
• Recent Cards

Select Other to filter by additional Card Types.

Click the LEAP Menu > Home > under Cards > View Cards.

Enter the name of the person or organization you want to do a conflict of interest check on in the Search Cards field.

All cards containing the name of the person or organization you entered will display, however, the Search Cards field does not search for staff members contained in organization cards. To search for staff members in organization cards, conduct a separate search for People via Menu > Home > View People.

The Card Type column displays the role of the person or organization in associated matters for cards that are present in matters that have not been archived. If a card is in any matter that was archived, its card type for that matter will not display. In this scenario, please visit the Matters tab from the card and tick the “Include Archived Matters” checkbox to view the archived matter.

You will be able to use this information to decide whether there is a conflict of interest in the case you're dealing with.