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Recurring Matter Templates

  • Mar 16, 2026
  • Knowledge

How To
 

You can create recurring matter templates and new matters based off them on LEAP Desktop.

  • Desktop

Create a New Recurring Matter Template

 
 
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You can create a recurring matter template where repetitive data is entered on a regular basis. For example, you may be acting for a property developer who is selling multiple properties within a sub-division or estate. For a matter like this, you would have a lot of repetitive data such as the property information and agent's details. You can also include standard letters, documents, critical dates and tasks that are frequently used.

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Click New.

  3. Enter a name for the new Recurring Matter Template.

  4. Click OK.

  5. Enter the matter details for the Recurring Matter Template as you would when creating a new matter. This can include attributes such as restricting the matter to certain users.

  6. You can add standard letters/documents or templates to the Recurring Matter Template, if required.

    Click on the New Document or Forms & Templates button to select the relevant documents you would like to add.

    These will be added to the matter's Correspondence List ready for use after matter creation. Documents added to the Recurring Matter Template will display as Pending until modified.

    You can also add a specific folder structure to the Recurring Matter Template.

  7. Click Save & Close.

 
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Please note that templates cannot be created or edited from the Recurring Matter Template window.

Create a New Matter Using a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Select the recurring matter template then click New Matter from Recurring.

  3. Enter any additional information as you would when creating a new matter.

  4. Click Save & Close.

Modify a Recurring Matter Template

 
 
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Any changes you make to a recurring matter template will only be included in matters that are created after the changes are made. The changes won't be included in previously created matters (this includes standard letters, documents, critical dates and tasks).

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Modify.

  3. Modify the recurring matter template.

  4. Click Save & Close.

Create a Task in a Recurring Matter Template

 
 
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This feature is only available when linking your Microsoft 365 email account with LEAP via Application Settings.

 

See Application Settings - Integrations > Email Account for more information.

You can create Tasks in your Recurring Matter Template and use them to denote important milestones and dates in different categories of matters, similar to Critical Dates in LEAP's built-in matter types. This allows you to add additional dates to the Calendar & Tasks tab. Please see below for how to add a Task to a Recurring Matter Template:

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Modify.

  3. Click the Calendar & Tasks tab.

  4. Click New Task.

    The Create Task Template window will open.

  5. Enter the Subject.

  6. Select who it will be Assigned To.

  7. (Optional) Click to find and select a Template.

  8. (Optional) Set a Due Date from the matter creation date.

  9. Click OK.

Rename a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Rename.

  3. Rename the recurring matter template.

  4. Click OK.

Delete a Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Right-click the recurring matter template and select Delete.

  3. Confirm the deletion.

Restore a Deleted Recurring Matter Template

 

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates.

    The Recurring Matter Template List will open.

  2. Click User-added image and select Show Deleted Recurring Matter Templates.

  3. Right-click the deleted recurring matter template and select Undelete.

  4. Confirm the action.

 
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If you experience issues where recurring matter templates load with incorrect information, please refer to the below steps to resolve the issue

  1. Click the LEAP Menu > Home > under Matters > Recurring Matter Templates. The Recurring Matter Template List will open.
  2. Right-click the recurring matter template and select Modify.
  3. Add a document to the template.
  4. Click Save & Close.
  5. In the Recurring Matter Template list, open the template in Modify mode again.
  6. Remove the document and save the template again.
Last Modified Date
3/16/2026 6:13 PM
Title
Recurring Matter Templates
URL Name
Creating-a-new-master-template-for-the-recurring-Matter

Resolution
Matter Management
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Recurring Matter Templates